GoHighLevel + Projekly Integration

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Projekly + GoHighLevel Integration

Create GoHighLevel 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 - GoHighLevel integration, anytime a new Projekly client is created, an GoHighLevel 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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Projekly + GoHighLevel Integration

Create GoHighLevel opportunity from new Projekly client

Anytime a new client is created in your Projekly, a new opportunity will automatically be created in your GoHighLevel. This ensures that all of your opportunity are linked to the right client, and that you never miss an opportunity to follow up with a new lead.

This Projekly - GoHighLevel integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Projekly + GoHighLevel Integration

Create GoHighLevel task for new Projekly client

In Projekly, when you create a client, it automatically creates a task in GoHighLevel for that client. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular client on their client profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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GoHighLevel + Projekly Integration

Create Projekly task for new GoHighLevel task

GoHighLevel provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from GoHighLevel. Projekly is a great tool for this.

All you need to do is - integrate Projekly with GoHighLevel to create task in Projekly automatically when certain task occur in GoHighLevel. This can save you time by not having to manually create tasks in both systems.
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GoHighLevel + Projekly Integration
1.
  • GoHighLevel
    Task is added in GoHighLevel Instant
  • GoHighLevel
    Appointment is created in GoHighLevel Instant
  • GoHighLevel
    Birthday reminder is sent in GoHighLevel Instant
  • GoHighLevel
    Call status is changed in GoHighLevel Instant
  • GoHighLevel
    Contact tag is changed in GoHighLevel Instant
  • GoHighLevel
    Custom date reminder is received in GoHighLevel Instant
  • GoHighLevel
    Customer booked an appointment in GoHighLevel Instant
  • GoHighLevel
    Customer replies in GoHighLevel Instant
  • GoHighLevel
    Email event occurs in GoHighLevel Instant
  • GoHighLevel
    Form is submitted in GoHighLevel Instant
  • GoHighLevel
    Note is added in GoHighLevel Instant
  • GoHighLevel
    Opportunity status is changed in GoHighLevel Instant
  • GoHighLevel
    Opportunity is staled in GoHighLevel Instant
  • GoHighLevel
    Survey is submitted in GoHighLevel Instant
  • GoHighLevel
    Pipeline stage is changed in GoHighLevel Instant
  • GoHighLevel
    Task reminder is received in GoHighLevel Instant
  • GoHighLevel
    Trigger link is clicked in GoHighLevel Instant
  • GoHighLevel
    Order form is submitted in GoHighLevel Instant
  • GoHighLevel
    Contact is created in GoHighLevel Instant
  • GoHighLevel
    Opportunity is created in GoHighLevel
  • Projekly
    Client is created in Projekly
  • Projekly
    Product is created in Projekly
  • Projekly
    Project is created in Projekly
  • Projekly
    Task is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Lead is created in Projekly
2.
  • GoHighLevel
    Search opportunity in GoHighLevel
  • GoHighLevel
    Create appointment in GoHighLevel
  • GoHighLevel
    Get contact by ID in GoHighLevel
  • GoHighLevel
    Add tag to existing contact in GoHighLevel
  • GoHighLevel
    Remove tag from existing contact in GoHighLevel
  • GoHighLevel
    Create user in GoHighLevel
  • GoHighLevel
    Create task in GoHighLevel
  • GoHighLevel
    Create opportunity in GoHighLevel
  • GoHighLevel
    Create contact in GoHighLevel
  • GoHighLevel
    Create note in GoHighLevel
  • GoHighLevel
    Search contact in GoHighLevel
  • GoHighLevel
    Update contact in GoHighLevel
  • GoHighLevel
    Update opportunity in GoHighLevel
  • Projekly
    Create lead in Projekly
  • Projekly
    Create employee in Projekly
  • Projekly
    Create ticket in Projekly
  • 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 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
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