HelpCrunch + Projekly Integration

Connect HelpCrunch to Projekly in 1 click

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1.
  • HelpCrunch
    Customer is created in HelpCrunch Instant
  • HelpCrunch
    Customer tags are updated in HelpCrunch Instant
  • HelpCrunch
    Customer is unsubscribed in HelpCrunch Instant
  • HelpCrunch
    Customer email is updated in HelpCrunch Instant
  • HelpCrunch
    Chat is created in HelpCrunch Instant
  • HelpCrunch
    Chat assignee is updated in HelpCrunch Instant
  • HelpCrunch
    Chat status is updated in HelpCrunch Instant
  • HelpCrunch
    Chat is closed in HelpCrunch Instant
  • Projekly
    Event 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
    Invoice is created in Projekly
  • Projekly
    Lead is created in Projekly
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2.

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Ready Workflows Ready Workflows   for HelpCrunch + Projekly Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Projekly + HelpCrunch Integration

Create HelpCrunch customer for new Projekly client

If you're using Projekly to manage your sales leads, it's important to also use HelpCrunch 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 customer will automatically be created in HelpCrunch.

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

Create Projekly client for new HelpCrunch customer

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 HelpCrunch customer 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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HelpCrunch + Projekly Integration

Create Projekly task for new HelpCrunch customer

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

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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Automations

Top 10 Most Popular HelpCrunch Automations from
Integrately Community

Just click on the workflow you want to automate

HelpCrunch logo
Bigcommerce logo
Create Bigcommerce customer for new HelpCrunch customer
Activate
HelpCrunch logo
Trello logo
Create Trello card for new HelpCrunch customer
Activate
HelpCrunch logo
ClickSend SMS logo
Send ClickSend SMS message for new HelpCrunch customer
HelpCrunch logo
Twilio logo
Send Twilio sms for new HelpCrunch customer
HelpCrunch logo
SendGrid logo
Send SendGrid email for new HelpCrunch customer
HelpCrunch logo
Bigcommerce logo
Create Bigcommerce customer for new HelpCrunch customer
Activate
HelpCrunch logo
Trello logo
Create Trello card for new HelpCrunch customer
Activate
HelpCrunch logo
ClickSend SMS logo
Send ClickSend SMS message for new HelpCrunch customer
HelpCrunch logo
Twilio logo
Send Twilio sms for new HelpCrunch customer
HelpCrunch logo
SendGrid logo
Send SendGrid email for new HelpCrunch customer
HelpCrunch logo
Telnyx logo
Send Telnyx message for new HelpCrunch customer
HelpCrunch logo
SMS Idea logo
Send SMS Idea message for new HelpCrunch customer
HelpCrunch logo
sms77 logo
Send sms77 message for new HelpCrunch customer
HelpCrunch logo
Burst SMS logo
Send Burst SMS message for new HelpCrunch customer
HelpCrunch logo
Postmark logo
Send Postmark message for new HelpCrunch customer
HelpCrunch logo
Telnyx logo
Send Telnyx message for new HelpCrunch customer
HelpCrunch logo
SMS Idea logo
Send SMS Idea message for new HelpCrunch customer
HelpCrunch logo
sms77 logo
Send sms77 message for new HelpCrunch customer
HelpCrunch logo
Burst SMS logo
Send Burst SMS message for new HelpCrunch customer
HelpCrunch logo
Postmark logo
Send Postmark message for new HelpCrunch customer

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
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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750 Tasks
in $19.99
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in $19.99

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Want to automate something else in your workflow?

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

HelpCrunch
HelpCrunch
With HelpCrunch, you can enable live chat in your website and mobile apps in just a few minutes. You can also use our knowledge base and email automation tools to let visitors and customers help themselves.
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.