Dominate Ai + Projekly Integration

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Popular Dominate Ai + Projekly Workflows

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Dominate Ai + Projekly Integration

Create Projekly client for new Dominate Ai 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 Dominate Ai - Projekly integration, anytime a new Dominate Ai 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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Dominate Ai + Projekly Integration

Create Projekly task for new Dominate Ai contact

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

When you create a contact in Dominate Ai, 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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Dominate Ai + Projekly Integration

Create Projekly task for new Dominate Ai deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Projekly to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Dominate Ai? Well now there is!

With our integration between Dominate Ai and Projekly, creating task in Projekly is now easier than ever. Whenever a deal is created in Dominate Ai, you can automatically create a corresponding task in Projekly to keep your team up-to-date.
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Dominate Ai + Projekly Integration
1.
  • Dominate Ai
    Account is created in Dominate Ai
  • Dominate Ai
    Lead is created in Dominate Ai
  • Dominate Ai
    Lead is converted in Dominate Ai
  • Dominate Ai
    Lead is on hold in Dominate Ai
  • Dominate Ai
    Deal is created in Dominate Ai
  • Dominate Ai
    Deal is closed in Dominate Ai
  • 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
    Client is created in Projekly
  • Projekly
    Product is created in Projekly
2.
  • Dominate Ai
    Create contact in Dominate Ai
  • Dominate Ai
    Create task in Dominate Ai
  • Dominate Ai
    Create followup in Dominate Ai
  • Dominate Ai
    Create note in Dominate Ai
  • Projekly
    Create task in Projekly
  • 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 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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Integrate Dominate Ai & Projekly In 1 Click
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