Bit Form
Projekly – Project Management, CRM, HR & Invo

Bit Form + Projekly – Project Management, CRM, HR & Invo Integration

Connect Bit Form with Projekly – Project Management, CRM, HR & Invo in a few clicks

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Bit Form + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly client for new Bit Form response

When someone completes your Bit Form, a new client is automatically created in your Projekly. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Bit Form is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a Bit Form - Projekly integration set up makes it easy to manage your customer relationships and grow your business.
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Bit Form + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly task for new Bit Form response

Automatically creating a Projekly task for every new Bit Form response not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no response will fall through the cracks and that your Projekly team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!
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Bit Form
Projekly – Project Management, CRM, HR & Invo

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