Joonbot + Projekly Integration

Connect Joonbot to Projekly in 1 click

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Popular Joonbot + Projekly Workflows

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Joonbot + Projekly Integration

Create Projekly client for new Joonbot conversation

When someone completes your Joonbot, a new client is automatically created in your Projekly. This way, you can quickly follow up with the conversation and turn them into a customer!

Plus, all of the information from the Joonbot is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a Joonbot - Projekly integration set up makes it easy to manage your customer relationships and grow your business.
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Joonbot + Projekly Integration

Create Projekly task for new Joonbot conversation

Automatically creating a Projekly task for every new Joonbot conversation not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no conversation will fall through the cracks and that your Projekly team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!
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Create Your Own Joonbot & Projekly Integration Without Any Code

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Joonbot + Projekly Integration
1.
  • Joonbot
    Conversation is received in Joonbot Instant
  • Projekly
    Task is created in Projekly
  • Projekly
    Lead is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Project is created in Projekly
  • Projekly
    Client is created in Projekly
  • Projekly
    Product is created in Projekly
2.
  • Projekly
    Update product in Projekly
  • Projekly
    Search product in Projekly
  • Projekly
    Update project in Projekly
  • Projekly
    Search project in Projekly
  • Projekly
    Update invoice in Projekly
  • Projekly
    Search invoice in Projekly
  • Projekly
    Create event in Projekly
  • Projekly
    Create invoice in Projekly
  • Projekly
    Create task in Projekly
  • Projekly
    Create project in Projekly
  • Projekly
    Create product in Projekly
  • Projekly
    Create client in Projekly
  • Projekly
    Create ticket in Projekly
  • Projekly
    Create employee in Projekly
  • Projekly
    Create lead in Projekly
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