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

Integrate CINC to Projekly – Project Management, CRM, HR & Invo in one click, or tell Integrately AI how you want each lead handled. Sync client details across platforms, update lead information instantly, keep records aligned, and streamline your entire real estate workflow automatically.

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1.
  • Projekly – Project Management, CRM, HR & Invo
    Project is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Lead is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Event is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Invoice is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Task is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Client is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Product is created in Projekly – Project Management, CRM, HR & Invo
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2.
  • CINC
    Create/Update Lead in CINC
  • CINC
    Trash Lead in CINC
  • CINC
    Add note to lead in CINC
  • Projekly – Project Management, CRM, HR & Invo
    Update product in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Search product in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Update project in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Search project in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Update invoice in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Search invoice in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create event in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create invoice in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create task in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create project in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create product in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create client in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create ticket in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create employee in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create lead in Projekly – Project Management, CRM, HR & Invo

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Ready Workflows Ready Workflows for CINC + Projekly – Project Management, CRM, HR & Invo Integration

Create or update leads, add personalized notes, sync client details across platforms, and streamline your operations, all in just one click.

Most popular automationmost-popular-automations
Projekly – Project Management, CRM, HR & Invo + CINC Integration

Create CINC 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 - CINC integration, anytime a new Projekly client is created, an CINC 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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Connect more apps to your CINC + Projekly – Project Management, CRM, HR & Invo flow

Teams often need to sync new leads with email marketing campaigns, schedule client meetings, or send instant team alerts once records are updated. Pick a combination and activate it in one click.

CINC
Projekly – Project Management, CRM, HR & Invo
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Google CalendarGoogle Calendar (3)
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MailchimpMailchimp (3)
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SlackSlack (3)
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Facebook Lead AdsFacebook Lead Ads (3)
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DocuSignDocuSign (3)
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CalendlyCalendly (3)
P
G
C
Create a Google Calendar event when a new lead is created in Projekly – Project Management, CRM, HR & Invo, and update the lead in CINC
Schedule client meetings in Google Calendar and keep CINC updated automatically when a new Projekly lead arrives.
G
C
P
Add a personalized note in CINC when a Google Calendar event is created, and create a task in Projekly – Project Management, CRM, HR & Invo
Log calendar meetings as personalized notes in CINC and open tracking tasks in Projekly instantly.
G
C
P
Trash a lead in CINC when a Google Calendar meeting is cancelled, and update the project in Projekly – Project Management, CRM, HR & Invo
Discard unqualified leads in CINC and update Projekly project statuses automatically when calendar meetings are cancelled.

Supported triggers and actions for CINC and Projekly – Project Management, CRM, HR & Invo

Mix and match to build the exact automation you need

CINC
CINC Triggers & Actions
No trigger is available
Create/Update Lead in CINC
Creates or updates a lead
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Trash Lead in CINC
Trashes a lead
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Add note to lead in CINC
Adds a note to a lead
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Projekly – Project Management, CRM, HR & Invo
Projekly – Project Management, CRM, HR & Invo Triggers & Actions
Project is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new project is created
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Lead is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new lead is created
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Event is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new event is created
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Invoice is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new invoice is created
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Task is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new task is created
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Client is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new client is created
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Product is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new product is created
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Update product in Projekly – Project Management, CRM, HR & Invo
Updates a product
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Search product in Projekly – Project Management, CRM, HR & Invo
Searches for a product
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Update project in Projekly – Project Management, CRM, HR & Invo
Updates a project
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Search project in Projekly – Project Management, CRM, HR & Invo
Searches for a project
Try it →
Update invoice in Projekly – Project Management, CRM, HR & Invo
Updates an invoice
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Search invoice in Projekly – Project Management, CRM, HR & Invo
Searches for an invoice
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Create event in Projekly – Project Management, CRM, HR & Invo
Creates a new event
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Create invoice in Projekly – Project Management, CRM, HR & Invo
Creates a new invoice
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Create task in Projekly – Project Management, CRM, HR & Invo
Creates a new task
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Create project in Projekly – Project Management, CRM, HR & Invo
Creates a new project
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Create product in Projekly – Project Management, CRM, HR & Invo
Creates a new product
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Create client in Projekly – Project Management, CRM, HR & Invo
Creates a new client
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Create ticket in Projekly – Project Management, CRM, HR & Invo
Creates a new ticket
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Create employee in Projekly – Project Management, CRM, HR & Invo
Creates a new employee
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Create lead in Projekly – Project Management, CRM, HR & Invo
Creates a new lead
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What can you automate with CINC + Projekly – Project Management, CRM, HR & Invo?

Streamline your real estate lead management and project operations with powerful automated workflows.

What you can automate?
🔄
Sync new leads across platforms instantly
Create or update leads in CINC automatically whenever a new lead or task is generated in Projekly – Project Management, CRM, HR & Invo. Eliminate manual copy-pasting and ensure zero lead leakage.
📝
Capture personalized lead notes and details
Add detailed notes and custom information to your leads in CINC based on project updates or client submissions. Keep complete historical context visible to every team member.
🔔
Alert your team the moment events occur
Send instant notifications to your communication channels or team members whenever important project milestones or client leads are registered.
🔀
Route records based on submitted criteria
Trigger different actions depending on specific field values, such as categorizing high-priority real estate prospects or standard client inquiries.
📋
Keep project records continuously updated
Automatically update project statuses, tasks, and client details in Projekly as lead information evolves in CINC.
🧹
Trash unwanted or spam leads automatically
Discard unqualified or duplicate prospects by executing trash lead operations in CINC when projects or submissions are cancelled.
💳
Handle invoices and payment milestones
Create and update invoices in Projekly – Project Management, CRM, HR & Invo automatically when project agreements or document signings are finalized.
📅
Connect scheduling and calendars seamlessly
Integrate scheduling tools like Calendly or Google Calendar to trigger project tasks and CRM updates the moment a client books a consultation.
And much more...

Who is CINC + Projekly – Project Management, CRM, HR & Invo integration for?

Real estate agents, project managers, and operations teams rely on this integration to keep client data synchronized across systems without manual entry errors.

Real Estate Analysts
Real Estate Analysts
Sales Representatives
Sales Representatives
Client Success Managers
Client Success Managers
Operations Directors
Operations Directors
Project Coordinators
Project Coordinators
Compliance Officers
Compliance Officers
📈
Real Estate Analysts
You're reviewing lead conversion numbers across platforms but your CRM records only update when someone manually exports data, so the row counts you're analysing against are always outdated — with this integration, every new lead lands in both systems instantly and your metrics stay current.
⚡
Sales Representatives
You need to act fast on new inquiries but you find out about client submissions too late because notifications are trapped in separate silos — with this integration, every new submission triggers instant updates across your CRM and project management tools.
🤝
Client Success Managers
You answer to clients who expect transparent progress tracking on their active projects and document signings — with this integration, every completed milestone automatically updates your client records and project pipelines without manual lag.
📊
Operations Directors
The volume of incoming leads and project tasks is too high for anyone to keep up by hand, leading to missed follow-ups — with this integration, all routine data syncing happens automatically in the background so your team focuses on high-value work.
🔄
Project Coordinators
You own the execution phase and depend on sales teams to hand over lead details upstream without missing key instructions — with this integration, every lead creation immediately populates your project tasks and notes.
🗂️
Compliance Officers
You need a reliable history of all lead interactions and document statuses but keep finding gaps caused by manual entry errors — with this integration, every transaction creates an immutable, synchronized audit trail across platforms.
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Why choose Integrately to automate CINC + Projekly – Project Management, CRM, HR & Invo

Build and manage your CINC + Projekly – Project Management, CRM, HR & Invo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect CINC + Projekly – Project Management, CRM, HR & Invo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect CINC to Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
You can connect CINC to Projekly – Project Management, CRM, HR & Invo in one click using pre-built templates or ask Integrately AI to build the integration and map the fields.
Can I automatically sync real estate leads between CINC and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Can I connect CINC, Projekly – Project Management, CRM, HR & Invo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CINC and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
How does CINC handle lead updates in this integration?
Frequently Asked Questions
How does Projekly – Project Management, CRM, HR & Invo manage tasks and projects during automation?
Frequently Asked Questions
Do I need coding skills to automate CINC and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Is the CINC and Projekly – Project Management, CRM, HR & Invo integration free?
Frequently Asked Questions
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