Gist + Projekly Integration

Connect Gist to Projekly in 1 click

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Popular Gist + Projekly Workflows

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Projekly + Gist Integration

Create Gist contact for new Projekly client

If you're using Projekly to manage your sales leads, it's important to also use Gist to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new client is created in Projekly, a corresponding contact will automatically be created in Gist.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Gist + Projekly Integration

Create Projekly client for new Gist contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Projekly client and Gist contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Gist + Projekly Integration

Create Projekly task for new Gist contact

Projekly and Gist are two powerful cloud-based tools that can be used to improve business productivity. Using this Projekly - Gist integration, you can automatically create task in Projekly whenever a new contact is created in Gist.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Gist + Projekly Integration
1.
  • Gist
    Contact is created in Gist
  • Gist
    Tag is added to contact in Gist Instant
  • Gist
    Contact is updated in Gist
  • Gist
    Subscribed to a campaign in Gist Instant
  • Gist
    Unsubscribed from campaign in Gist Instant
  • Gist
    Tag is removed from contact in Gist Instant
  • Gist
    Performed an event in Gist Instant
  • Gist
    Form is created in Gist
  • Gist
    Campaign is created in Gist
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Product is created in Projekly
  • Projekly
    Client is created in Projekly
  • Projekly
    Project is created in Projekly
  • Projekly
    Task is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Lead is created in Projekly
2.
  • Gist
    Create or Update Contact in Gist
  • Gist
    Search contact in Gist
  • Gist
    Get contact by id in Gist
  • Gist
    Add tag to an existing contact in Gist
  • Gist
    Remove tag from existing contact in Gist
  • Gist
    Subscribe to a campaign in Gist
  • Gist
    Unsubscribe from a campaign in Gist
  • Gist
    Search campaign in Gist
  • Projekly
    Create client in Projekly
  • Projekly
    Create product in Projekly
  • Projekly
    Create project in Projekly
  • Projekly
    Create task in Projekly
  • Projekly
    Create invoice in Projekly
  • Projekly
    Create ticket in Projekly
  • Projekly
    Create event in Projekly
  • Projekly
    Search invoice in Projekly
  • Projekly
    Update invoice in Projekly
  • Projekly
    Search project in Projekly
  • Projekly
    Update project in Projekly
  • Projekly
    Search product in Projekly
  • Projekly
    Update product in Projekly
  • Projekly
    Create employee in Projekly
  • Projekly
    Create lead in Projekly
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