AIDA Form + Projekly Integration

Connect AIDA Form to Projekly in 1 click

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AIDA Form + Projekly Integration

Create Projekly client for new AIDA Form form submission

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

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

Create Projekly task for new AIDA Form form submission

Automatically creating a Projekly task for every new AIDA Form 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 form submission 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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Create Your Own AIDA Form & Projekly Integration Without Any Code

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AIDA Form + Projekly Integration
1.
  • AIDA Form
    Form is submitted in AIDA Form Instant
  • Projekly
    Task is created in Projekly
  • Projekly
    Lead is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Project is created in Projekly
  • Projekly
    Client is created in Projekly
  • Projekly
    Product is created in Projekly
2.
  • Projekly
    Update product in Projekly
  • Projekly
    Search product in Projekly
  • Projekly
    Update project in Projekly
  • Projekly
    Search project in Projekly
  • Projekly
    Update invoice in Projekly
  • Projekly
    Search invoice in Projekly
  • Projekly
    Create event in Projekly
  • Projekly
    Create invoice in Projekly
  • Projekly
    Create task in Projekly
  • Projekly
    Create project in Projekly
  • Projekly
    Create product in Projekly
  • Projekly
    Create client in Projekly
  • Projekly
    Create ticket in Projekly
  • Projekly
    Create employee in Projekly
  • Projekly
    Create lead in Projekly
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750 Tasks
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2,000 Tasks
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Integrate AIDA Form & Projekly In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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