Formester + Projekly Integration

Connect Formester to Projekly in 1 click

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1.
  • Formester
    Form is submitted in Formester Instant
  • 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
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2.

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Ready Workflows Ready Workflows   for Formester + Projekly Integration

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Most popular automationsmost-popular-automations
Formester + Projekly Integration

Create Projekly client for new Formester form submission

When someone completes your Formester, a new client is automatically created in your Projekly. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Formester is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a Formester - Projekly integration set up makes it easy to manage your customer relationships and grow your business.
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Formester + Projekly Integration

Create Projekly task for new Formester form submission

Automatically creating a Projekly task for every new Formester 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 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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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
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Formester or Projekly With 1400+ Other Apps

Formester
Formester
Formester is a no-code form builder that uses AI to generate forms in seconds. Build dynamic surveys, quizzes, or contact forms with drag‑and‑drop design, conditional logic, analytics, e-sign, and integrations.
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.