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

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

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

When someone completes your Ontraport, 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 Ontraport is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a Ontraport - Projekly integration set up makes it easy to manage your customer relationships and grow your business.

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Projekly client and Ontraport contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

Automatically creating a Projekly task for every new Ontraport 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!

Projekly and Ontraport are two powerful cloud-based tools that can be used to improve business productivity. Using this Projekly - Ontraport integration, you can automatically create task in Projekly whenever a new contact is created in Ontraport.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!