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

When someone completes your BirdSeed, a new client is automatically created in your Projekly – Project Management, CRM, HR & Invoicing. This way, you can quickly follow up with the contact form submission and turn them into a customer!

Plus, all of the information from the BirdSeed is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a BirdSeed - 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 BirdSeed contact form submission 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 contact form submission 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!

Every time a new BirdSeed event is created, this BirdSeed - Projekly – Project Management, CRM, HR & Invoicing integration will generate a corresponding task in Projekly – Project Management, CRM, HR & Invoicing automatically. This helps ensure that your team is always aware of the new events and can take the appropriate action.

Plus, it saves you time by eliminating the need to manually create tasks in Projekly – Project Management, CRM, HR & Invoicing for all such BirdSeed events. The task can be assigned to the relevant team member and include all the necessary details such as the date, time, and other details of the booking.

By having this process automated, it will ensure that every booking is properly managed and that no bookings are forgotten about or left unmanaged. Additionally, it will help to keep the team organized and on track, as they will always know what needs to be done and when.