Apollo + Projekly Integration

Connect Apollo to Projekly in 1 click

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1.
  • Apollo
    Account is updated in Apollo Instant
  • Apollo
    Account is created in Apollo Instant
  • Apollo
    Contact is updated in Apollo Instant
  • Apollo
    Contact is created in Apollo Instant
  • Apollo
    Contact is updated in Apollo
  • Apollo
    Contact is created in Apollo
  • Apollo
    Account is created or updated in Apollo
  • Projekly
    Task is created in Projekly
  • Projekly
    Product is created in Projekly
  • Projekly
    Client is created in Projekly
  • Projekly
    Project is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Lead is created in Projekly
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2.

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Ready Workflows Ready Workflows   for Apollo + Projekly Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Projekly + Apollo Integration

Create Apollo contact for new Projekly client

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Projekly - Apollo integration, anytime a new Projekly client is created, an Apollo contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Projekly + Apollo Integration

Create Apollo opportunity from new Projekly client

Anytime a new client is created in your Projekly, a new opportunity will automatically be created in your Apollo. This ensures that all of your opportunity are linked to the right client, and that you never miss an opportunity to follow up with a new lead.

This Projekly - Apollo integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Apollo + Projekly Integration

Create Projekly client for new Apollo contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Apollo - Projekly integration, anytime a new Apollo contact is created, an Projekly client should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Apollo + Projekly Integration

Create Projekly task for new Apollo contact

Apollo and Projekly are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Apollo, do you also create a task in Projekly? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Automations

Top 10 Most Popular Apollo Automations from
Integrately Community

Just click on the workflow you want to automate

Google Sheets logo
Apollo logo
Create Apollo contact for new Google Sheets row
Activate
PayPal logo
Apollo logo
Create opportunity in Apollo for Payment sale is completed in PayPal
Activate
Apollo logo
Google Sheets logo
Create Google Sheets row for new Apollo contact
Activate
Zoho CRM logo
Apollo logo
Create Apollo opportunity from new Zoho CRM contact
Activate
Apollo logo
Zoho CRM logo
Create Zoho CRM module for new Apollo contact
Activate
Google Sheets logo
Apollo logo
Create Apollo contact for new Google Sheets row
Activate
PayPal logo
Apollo logo
Create opportunity in Apollo for Payment sale is completed in PayPal
Activate
Apollo logo
Google Sheets logo
Create Google Sheets row for new Apollo contact
Activate
Zoho CRM logo
Apollo logo
Create Apollo opportunity from new Zoho CRM contact
Activate
Apollo logo
Zoho CRM logo
Create Zoho CRM module for new Apollo contact
Activate
LeadSquared logo
Apollo logo
Create Apollo opportunity for new LeadSquared lead
Activate
Apollo logo
SmartSuite logo
Create SmartSuite row for new Apollo contact
Activate
LeadSquared logo
Apollo logo
Create Apollo opportunity from new LeadSquared contact
Activate
Vtiger CRM logo
Apollo logo
Create Apollo opportunity from new Vtiger CRM contact
Activate
Bigin by Zoho CRM logo
Apollo logo
Create Apollo opportunity for new Bigin by Zoho CRM deal
Activate
LeadSquared logo
Apollo logo
Create Apollo opportunity for new LeadSquared lead
Activate
Apollo logo
SmartSuite logo
Create SmartSuite row for new Apollo contact
Activate
LeadSquared logo
Apollo logo
Create Apollo opportunity from new LeadSquared contact
Activate
Vtiger CRM logo
Apollo logo
Create Apollo opportunity from new Vtiger CRM contact
Activate
Bigin by Zoho CRM logo
Apollo logo
Create Apollo opportunity for new Bigin by Zoho CRM deal
Activate

Top 10 Most Popular Projekly Automations from
Integrately Community

Most popularmost-popular-automations
01
Projekly logo
Google Sheets logo
Create Google Sheets row for new Projekly client
02
Projekly logo
Google Sheets logo
Create Google Sheets row for new Projekly task
03
Google Sheets logo
Projekly logo
Create Projekly client for new Google Sheets row
04
Google Sheets logo
Projekly logo
Create Projekly task for new Google Sheets row
05
Google Sheets logo
Projekly logo
Create Projekly employee for new Google Sheets row
cloud
Projekly
app integration
06
Projekly logo
Audienceful logo
Create Audienceful person for new Projekly client
07
Projekly logo
2Chat logo
Create 2Chat contact for new Projekly client
08
Projekly logo
2Chat logo
Send 2Chat message for new Projekly task
09
Projekly logo
2Chat logo
Send 2Chat message for new Projekly client
10
HappyFox logo
Projekly logo
Create Projekly task for new HappyFox ticket
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1
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2
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3
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You Can Also Connect Apollo or Projekly With 1400+ Other Apps

Apollo
Apollo
Apollo is the only connection to your buyers that you need. It consists of a database, lead generation tools and analytics in one place, which makes it easy to find and engage with qualified leads.
Projekly
Projekly
Projekly simplifies project management with tools for task tracking, team collaboration, and workflow automation. Streamline your business operations with Projekly’s all-in-one platform.