Hyperise + Projekly – Project Management, CRM, HR & Invo Integration

Integrate Hyperise to Projekly – Project Management, CRM, HR & Invo in one click, or tell Integrately AI how you want each task handled. Create projects, track tasks, update client records, and trigger follow-ups automatically.

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1.
  • Hyperise
    Personalized image is viewed in Hyperise
  • Projekly – Project Management, CRM, HR & Invo
    Project is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Lead is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Event is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Invoice is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Task is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Client is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Product is created in Projekly – Project Management, CRM, HR & Invo
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2.
  • Hyperise
    Create business in Hyperise
  • Hyperise
    Update business in Hyperise
  • Hyperise
    Create personalised short link in Hyperise
  • Projekly – Project Management, CRM, HR & Invo
    Update product in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Search product in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Update project in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Search project in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Update invoice in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Search invoice in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create event in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create invoice in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create task in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create project in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create product in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create client in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create ticket in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create employee in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create lead in Projekly – Project Management, CRM, HR & Invo

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Ready Workflows Ready Workflows for Hyperise + Projekly – Project Management, CRM, HR & Invo Integration

Create tasks, organise projects, keep client records updated, alert your team, and send follow-ups, all in just one click.

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Projekly – Project Management, CRM, HR & Invo + Hyperise Integration

Create Hyperise contact for new Projekly client

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your Hyperise + Projekly – Project Management, CRM, HR & Invo flow

Connect customer data to CRMs, notification channels, and scheduling tools to manage outreach and project kickoff. Pick a combination and activate it in one click.

Hyperise
Projekly – Project Management, CRM, HR & Invo
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HubSpotHubSpot (4)
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PipedrivePipedrive (4)
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SlackSlack (4)
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AsanaAsana (4)
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GmailGmail (4)
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CalendlyCalendly (4)
H
H
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Create a client in Projekly – Project Management, CRM, HR & Invo when a HubSpot contact is created, and create a business in Hyperise.
New HubSpot contacts immediately generate a Projekly – Project Management, CRM, HR & Invo client and a Hyperise business without manual data entry.
P
H
H
When a task is created in Projekly – Project Management, CRM, HR & Invo, create a contact in HubSpot and update business in Hyperise.
New Projekly – Project Management, CRM, HR & Invo tasks instantly update HubSpot contacts and Hyperise business records.
H
H
P
If a HubSpot deal moves to closed won, create a project in Projekly – Project Management, CRM, HR & Invo and create personalised short link in Hyperise.
Won HubSpot deals automatically spin up Projekly – Project Management, CRM, HR & Invo projects and generate Hyperise short links.
H
H
P
Use ChatGPT to summarise HubSpot form submissions, create a task in Projekly – Project Management, CRM, HR & Invo, and update business in Hyperise.
ChatGPT extracts key details from HubSpot submissions to populate Projekly – Project Management, CRM, HR & Invo tasks and Hyperise businesses.

Supported triggers and actions for Hyperise and Projekly – Project Management, CRM, HR & Invo

Mix and match to build the exact automation you need

Hyperise
Hyperise Triggers & Actions
Personalized image is viewed in Hyperise
Triggers the automation when a personalized image is viewed
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Create business in Hyperise
Creates a new business entry
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Update business in Hyperise
Updates business information
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Create personalised short link in Hyperise
Generates a new personalized short link
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Projekly – Project Management, CRM, HR & Invo
Projekly – Project Management, CRM, HR & Invo Triggers & Actions
Project is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new project is created
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Lead is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new lead is created
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Event is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new event is created
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Invoice is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new invoice is created
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Task is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new task is created
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Client is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new client is created
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Product is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new product is created
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Update product in Projekly – Project Management, CRM, HR & Invo
Updates a product
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Search product in Projekly – Project Management, CRM, HR & Invo
Searches for a product
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Update project in Projekly – Project Management, CRM, HR & Invo
Updates a project
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Search project in Projekly – Project Management, CRM, HR & Invo
Searches for a project
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Update invoice in Projekly – Project Management, CRM, HR & Invo
Updates an invoice
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Search invoice in Projekly – Project Management, CRM, HR & Invo
Searches for an invoice
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Create event in Projekly – Project Management, CRM, HR & Invo
Creates a new event
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Create invoice in Projekly – Project Management, CRM, HR & Invo
Creates a new invoice
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Create task in Projekly – Project Management, CRM, HR & Invo
Creates a new task
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Create project in Projekly – Project Management, CRM, HR & Invo
Creates a new project
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Create product in Projekly – Project Management, CRM, HR & Invo
Creates a new product
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Create client in Projekly – Project Management, CRM, HR & Invo
Creates a new client
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Create ticket in Projekly – Project Management, CRM, HR & Invo
Creates a new ticket
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Create employee in Projekly – Project Management, CRM, HR & Invo
Creates a new employee
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Create lead in Projekly – Project Management, CRM, HR & Invo
Creates a new lead
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What can you automate with Hyperise + Projekly – Project Management, CRM, HR & Invo?

Streamline your outreach tracking and project operations with robust, automated workflows.

What you can automate?
🚀
Automate project creation from engagement events
Trigger a new project or task in Projekly – Project Management, CRM, HR & Invo automatically whenever a personalized image is viewed in Hyperise.
📋
Capture every submitted field and metadata point
Map all available contact details and custom fields from Hyperise into Projekly – Project Management, CRM, HR & Invo records without missing important context.
🔔
Notify your team the moment actions occur
Alert team members instantly in Slack or via email when new projects, tasks, or client records are created across your workspace.
🔀
Route records based on submitted criteria
Apply conditional logic to direct specific leads or tasks to designated project workflows depending on form data or engagement status.
🔄
Keep project records continuously up to date
Automatically update business profiles, client details, and task statuses across both platforms as work progresses.
🛡️
Prevent duplicates with smart record searches
Search existing database entries before creating new clients or businesses to maintain clean, deduplicated records.
💳
Manage status changes and invoicing workflows
Trigger automated updates when invoices are created or project stages change, keeping your financial and operational data in sync.
🌐
Extend workflows to external productivity tools
Connect your core automation flow with Slack, Gmail, or Asana to notify stakeholders and manage follow-up tasks effortlessly.
And much more...

Who is Hyperise + Projekly – Project Management, CRM, HR & Invo integration for?

Operations and growth teams connect these platforms to eliminate manual task management, keep client records synchronised, and accelerate project delivery workflows.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account managers
Account managers
Operations leads
Operations leads
Project coordinators
Project coordinators
Compliance officers
Compliance officers
📈
Performance marketers
You're running outreach campaigns across multiple channels but your tracking reports only update when someone manually exports lead views, so the engagement metrics you review are always outdated — with this integration, every new interaction updates your project workspace instantly and your data stays current.
⚡
Sales managers
You need to act fast when prospects engage with personalized assets, but manual handoffs mean team members find out hours too late to capitalise on warm interest — this integration means every viewing event triggers immediate task creation so your sales reps can respond right away.
🤝
Account managers
You answer to clients who expect real-time visibility into onboarding progress, but manual status updates leave gaps in communication — connecting these apps means project milestones and client records update automatically without extra paperwork.
📊
Operations leads
The volume of incoming client requests is too high for your staff to keep up by hand, leading to missed tasks and delayed follow-ups — automating both apps means every submission flows straight into your task management pipeline without manual entry.
👥
Project coordinators
You own the execution phase and depend on upstream teams to hand over complete client details, but manual handoffs often omit critical context — this integration means every project and client record arrives fully populated with all necessary metadata.
🗂️
Compliance officers
You need a reliable audit history of all client interactions and project creations, but manual logging leaves noticeable gaps in the timeline — automating these platforms means every single touchpoint is recorded accurately and consistently.
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Why choose Integrately to automate Hyperise + Projekly – Project Management, CRM, HR & Invo

Build and manage your Hyperise + Projekly – Project Management, CRM, HR & Invo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Hyperise + Projekly – Project Management, CRM, HR & Invo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Hyperise to Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
You can connect Hyperise to Projekly – Project Management, CRM, HR & Invo in 1 click using ready workflows on Integrately. Select a template, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create projects in Projekly – Project Management, CRM, HR & Invo when images are viewed in Hyperise?
Frequently Asked Questions
Can I connect Hyperise, Projekly – Project Management, CRM, HR & Invo, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Hyperise and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
How are business records handled between Hyperise and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Can I sync tasks and invoices between Projekly – Project Management, CRM, HR & Invo and Hyperise?
Frequently Asked Questions
Do I need coding skills to automate Hyperise and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Is the Hyperise and Projekly – Project Management, CRM, HR & Invo integration free?
Frequently Asked Questions
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