AutomatorWP
Projekly – Project Management, CRM, HR & Invo

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

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

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

Create Projekly client for new AutomatorWP data

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

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

Create Projekly task for new AutomatorWP data

Automatically creating a Projekly task for every new AutomatorWP data 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 data 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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AutomatorWP
Projekly – Project Management, CRM, HR & Invo

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