Projekly – Project Management, CRM, HR & Invo + Agolix (Assessment Generator) Integration

When someone completes your Agolix (Assessment Generator), a new client is automatically created in your Projekly – Project Management, CRM, HR & Invoicing. This way, you can quickly follow up with the response and turn them into a customer!

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

Automatically creating a Projekly – Project Management, CRM, HR & Invoicing task for every new Agolix (Assessment Generator) 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 – Project Management, CRM, HR & Invoicing 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!