Formstack Forms + Projekly Integration

Connect Formstack Forms to Projekly in 1 click

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Formstack Forms + Projekly Integration

Create Projekly client for new Formstack Forms response

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

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

Create Projekly task for new Formstack Forms response

Automatically creating a Projekly task for every new Formstack Forms response 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 response 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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Create Your Own Formstack Forms & Projekly Integration Without Any Code

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Formstack Forms + Projekly Integration
1.
  • Formstack Forms
    Submission is done in Formstack Forms Instant
  • Formstack Forms
    Form is added in Formstack Forms
  • Projekly
    Project 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
    Client is created in Projekly
  • Projekly
    Product is created in Projekly
2.
  • Formstack Forms
    Create submission for a form in Formstack Forms
  • 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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Integrate Formstack Forms & Projekly In 1 Click
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