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

If you're a business owner who uses WordPress to manage your website and Projekly to manage your customer data, you may be wondering how to get the two systems to work together. One way to do this is by using this integration that allows you to create client in Projekly automatically every time a new user is added in WordPress.

Creating client in Projekly this way is a great way to track website activity and engagement by each contact.

If you're using WordPress to manage your website's content, you can also use Projekly – Project Management, CRM, HR & Invoicing to create and manage task related to that content. When you create a new post in WordPress, this integration will automatically create a task for you in Projekly – Project Management, CRM, HR & Invoicing.

This can be helpful if you need to keep track of task that are associated with specific post. For example, if you need to add images or links to a post, Projekly – Project Management, CRM, HR & Invoicing can help you keep track of those task and make sure they get done.