Insightly + Projekly Integration

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 - Insightly integration, anytime a new Projekly client is created, an Insightly 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.

Anytime a new client is created in your Projekly, a new opportunity will automatically be created in your Insightly. 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 - Insightly 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.

In Projekly, when you create a client, it automatically creates a task in Insightly 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.

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 Insightly - Projekly integration, anytime a new Insightly contact is created, an Projekly client 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.

Insightly and Projekly are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Insightly, do you also create a task in Projekly? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

Insightly 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 Insightly. Projekly is a great tool for this.

All you need to do is - integrate Projekly with Insightly to create task in Projekly automatically when certain task occur in Insightly. This can save you time by not having to manually create tasks in both systems.

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Projekly to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Insightly? Well now there is!

With our integration between Insightly and Projekly, creating task in Projekly is now easier than ever. Whenever a opportunity is created in Insightly, you can automatically create a corresponding task in Projekly to keep your team up-to-date.