dotdigital + Projekly – Project Management, CRM, HR & Invo Integration

If you're using Projekly to manage your sales leads, it's important to also use dotdigital to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new client is created in Projekly, a corresponding contact will automatically be created in dotdigital.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

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

Plus, all of the information from the dotdigital is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a dotdigital - Projekly integration set up makes it easy to manage your customer relationships and grow your business.

Automatically creating a Projekly task for every new dotdigital survey 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 survey 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!