
Create Projekly client from new Calendly invitee
Sales teams use Calendly to schedule appointments with leads and customers. When a new invitee is created in Calendly, it's always helpful to create a corresponding client record in Projekly. This will prove to be beneficial in the future as all interactions with that customer can be tracked in one place.
Use this Calendly - Projekly integration to automate the process of creating client in Projekly for every new invitee created in Calendly. Just set it up, and you'll end up saving time on data entry as well.
See moreUse this Calendly - Projekly integration to automate the process of creating client in Projekly for every new invitee created in Calendly. Just set it up, and you'll end up saving time on data entry as well.























