BirdSeed + Projekly Integration

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BirdSeed + Projekly Integration

Create Projekly client for new BirdSeed contact form submission

When someone completes your BirdSeed, a new client is automatically created in your Projekly. 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 integration set up makes it easy to manage your customer relationships and grow your business.
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BirdSeed + Projekly Integration

Create Projekly task for new BirdSeed contact form submission

Automatically creating a Projekly 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 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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BirdSeed + Projekly Integration

Create Projekly task for new BirdSeed event

Every time a new BirdSeed event is created, this BirdSeed - Projekly integration will generate a corresponding task in Projekly 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 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.
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BirdSeed + Projekly Integration
1.
  • BirdSeed
    Contact form is submitted in BirdSeed Instant
  • BirdSeed
    Email is captured in BirdSeed Instant
  • BirdSeed
    Phone call request is created in BirdSeed Instant
  • BirdSeed
    Live chat request is created in BirdSeed
  • BirdSeed
    Live chat transcript is completed in BirdSeed Instant
  • BirdSeed
    Meeting is scheduled in BirdSeed
  • Projekly
    Client is created in Projekly
  • Projekly
    Lead is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Task is created in Projekly
  • Projekly
    Project 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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