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

Integrate LeadConnector to Projekly – Project Management, CRM, HR & Invo in one click, or tell Integrately AI how you want each lead handled. Track projects, update client records, alert your team, and trigger follow-ups automatically.

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1.
  • LeadConnector
    Form is submitted in LeadConnector Instant
  • LeadConnector
    Survey is submitted in LeadConnector Instant
  • LeadConnector
    Pipeline stage is changed in LeadConnector Instant
  • LeadConnector
    Customer replies in LeadConnector Instant
  • LeadConnector
    Customer booked an appointment in LeadConnector Instant
  • LeadConnector
    Trigger link is clicked in LeadConnector Instant
  • LeadConnector
    Call status is changed in LeadConnector Instant
  • LeadConnector
    Birthday reminder is sent in LeadConnector Instant
  • LeadConnector
    Custom date reminder is received in LeadConnector Instant
  • LeadConnector
    Task reminder is received in LeadConnector Instant
  • LeadConnector
    Opportunity is staled in LeadConnector Instant
  • LeadConnector
    Task is added in LeadConnector Instant
  • LeadConnector
    Contact tag is changed in LeadConnector Instant
  • LeadConnector
    Order form is submitted in LeadConnector Instant
  • LeadConnector
    Appointment is created in LeadConnector Instant
  • LeadConnector
    Opportunity status is changed in LeadConnector Instant
  • LeadConnector
    Note is added in LeadConnector Instant
  • LeadConnector
    Email event occurs in LeadConnector Instant
  • Projekly – Project Management, CRM, HR & Invo
    Task 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
  • Projekly – Project Management, CRM, HR & Invo
    Client is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Project 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
    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
Arrow Right
2.
  • LeadConnector
    Update contact in LeadConnector
  • LeadConnector
    Create contact in LeadConnector
  • LeadConnector
    Search contact in LeadConnector
  • LeadConnector
    Create opportunity in LeadConnector
  • LeadConnector
    Update opportunity in LeadConnector
  • LeadConnector
    Search opportunity in LeadConnector
  • LeadConnector
    Add lead to campaign in LeadConnector
  • LeadConnector
    Create account in LeadConnector
  • LeadConnector
    Create user in LeadConnector
  • LeadConnector
    Stop all campaigns for lead in LeadConnector
  • LeadConnector
    Create note in LeadConnector
  • LeadConnector
    Create task in LeadConnector
  • LeadConnector
    Update task in LeadConnector
  • LeadConnector
    Search task in LeadConnector
  • 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
  • Projekly – Project Management, CRM, HR & Invo
    Create client 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 project 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 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
    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

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

Capture leads, create projects, keep records updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Projekly – Project Management, CRM, HR & Invo + LeadConnector Integration

Create LeadConnector 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 - LeadConnector integration, anytime a new Projekly client is created, an LeadConnector 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 – Project Management, CRM, HR & Invo + LeadConnector Integration

Create LeadConnector opportunity from new Projekly client

Anytime a new client is created in your Projekly, a new opportunity will automatically be created in your LeadConnector. 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 - LeadConnector 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 – Project Management, CRM, HR & Invo + LeadConnector Integration

Create LeadConnector task for new Projekly client

In Projekly, when you create a client, it automatically creates a task in LeadConnector 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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LeadConnector + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly task for new LeadConnector task

LeadConnector 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 LeadConnector. Projekly is a great tool for this.

All you need to do is - integrate Projekly with LeadConnector to create task in Projekly automatically when certain task occur in LeadConnector. This can save you time by not having to manually create tasks in both systems.
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Connect more apps to your LeadConnector + Projekly – Project Management, CRM, HR & Invo flow

Connect your essential productivity, communication, and billing tools to extend your multi-app automations seamlessly. Pick a combination and activate it in one click.

LeadConnector
Projekly – Project Management, CRM, HR & Invo
+
ClickUpClickUp (8)
+
Google DriveGoogle Drive (8)
+
HubspotHubspot (8)
+
StripeStripe (8)
+
SlackSlack (8)
+
CalendlyCalendly (8)
L
C
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Add every LeadConnector form submission to ClickUp as a task, and create a project in Projekly – Project Management, CRM, HR & Invo
New LeadConnector submissions instantly generate ClickUp tasks and Projekly – Project Management, CRM, HR & Invo projects without manual copying.
L
C
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Notify your team in ClickUp when a LeadConnector appointment is booked, and log the event in Projekly – Project Management, CRM, HR & Invo
Keep your project coordinators informed in ClickUp and record calendar bookings in Projekly – Project Management, CRM, HR & Invo automatically.
C
P
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When a ClickUp task moves to in progress, update the project in Projekly – Project Management, CRM, HR & Invo and update the contact in LeadConnector
Task updates in ClickUp automatically trigger status changes in Projekly – Project Management, CRM, HR & Invo and LeadConnector.
L
C
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Create a ClickUp task for every LeadConnector task reminder, and create a task in Projekly – Project Management, CRM, HR & Invo
Turn LeadConnector reminders into actionable items across ClickUp and Projekly – Project Management, CRM, HR & Invo instantly.
L
C
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If a LeadConnector form submission has a VIP tag, create a priority ClickUp task and create a project in Projekly – Project Management, CRM, HR & Invo
Route high-value LeadConnector leads directly into ClickUp and Projekly – Project Management, CRM, HR & Invo with priority status.
C
L
P
When a ClickUp task is closed, update the opportunity in LeadConnector and update the project in Projekly – Project Management, CRM, HR & Invo
Completed ClickUp tasks automatically update opportunity records in LeadConnector and project statuses in Projekly – Project Management, CRM, HR & Invo.
L
C
P
Use ChatGPT to summarise LeadConnector customer replies, create a ClickUp task, and create a task in Projekly – Project Management, CRM, HR & Invo
AI-generated summaries of customer replies populate ClickUp tasks and Projekly – Project Management, CRM, HR & Invo operations.
L
C
P
S
Create a ClickUp task from every LeadConnector order form submission, create a project in Projekly – Project Management, CRM, HR & Invo, and notify your manager in Slack
New order submissions trigger ClickUp tasks, Projekly – Project Management, CRM, HR & Invo projects, and instant Slack notifications.

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

Mix and match to build the exact automation you need

LeadConnector
LeadConnector Triggers & Actions
Instant
Form is submitted in LeadConnector
Triggers the automation when a form is filled
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Instant
Survey is submitted in LeadConnector
Triggers the automation when a survey response is submitted
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Instant
Pipeline stage is changed in LeadConnector
Triggers the automation when a pipeline stage is changed
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Instant
Customer replies in LeadConnector
Triggers the automation when a customer replies to a message
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Instant
Customer booked an appointment in LeadConnector
Triggers the automation when a customer books an appointment
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Instant
Trigger link is clicked in LeadConnector
Triggers the automation when a link is clicked
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Instant
Call status is changed in LeadConnector
Triggers the automation when call details are modified
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Instant
Birthday reminder is sent in LeadConnector
Triggers the automation when a birthday reminder is sent
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Instant
Custom date reminder is received in LeadConnector
Triggers the automation when a custom date reminder is received
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Instant
Task reminder is received in LeadConnector
Triggers the automation when a task reminder is received
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Instant
Opportunity is staled in LeadConnector
Triggers the automation when any opportunity becomes inactive
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Instant
Task is added in LeadConnector
Triggers the automation when a new task is added
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Instant
Contact tag is changed in LeadConnector
Triggers the automation when a contact tag is updated
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Instant
Order form is submitted in LeadConnector
Triggers the automation when a new order is received
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Instant
Appointment is created in LeadConnector
Triggers the automation when a new appointment is created
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Instant
Opportunity status is changed in LeadConnector
Triggers the automation when the status of an opportunity changes
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Instant
Note is added in LeadConnector
Triggers the automation when a new note is created
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Instant
Email event occurs in LeadConnector
Triggers the automation when any email event occurs
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Update contact in LeadConnector
Updates contact information with new details
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Create contact in LeadConnector
Adds a new contact to the database
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Search contact in LeadConnector
Finds and retrieves contact information
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Create opportunity in LeadConnector
Creates a new instance of the support system
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Update opportunity in LeadConnector
Updates the opportunity details as needed
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Search opportunity in LeadConnector
Searches for a opportunity
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Add lead to campaign in LeadConnector
Adds a new lead to a marketing campaign for targeted outreach
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Create account in LeadConnector
Generates a new account
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Create user in LeadConnector
Generates a new user account
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Stop all campaigns for lead in LeadConnector
Stop all active campaigns targeting lead generation
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Create note in LeadConnector
Creates a new note in the particular format
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Create task in LeadConnector
Creates a new task
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Update task in LeadConnector
Updates the task with new information or changes
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Search task in LeadConnector
Searches for a task
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Projekly – Project Management, CRM, HR & Invo
Projekly – Project Management, CRM, HR & Invo Triggers & Actions
Task is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new task 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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Client is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new client is created
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Project is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new project 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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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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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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Create client in Projekly – Project Management, CRM, HR & Invo
Creates a new client
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Create product in Projekly – Project Management, CRM, HR & Invo
Creates a new product
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Create project in Projekly – Project Management, CRM, HR & Invo
Creates a new project
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Create task in Projekly – Project Management, CRM, HR & Invo
Creates a new task
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Create invoice in Projekly – Project Management, CRM, HR & Invo
Creates a new invoice
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Create event in Projekly – Project Management, CRM, HR & Invo
Creates a new event
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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
Try it →

What can you automate with LeadConnector + Projekly – Project Management, CRM, HR & Invo?

Streamline lead capture, project handoffs, and operational workflows with powerful automated integrations.

What you can automate?
🚀
Automate project creation from new leads
Trigger project setups in Projekly – Project Management, CRM, HR & Invo instantly whenever a new form is submitted or appointment is booked in LeadConnector.
📋
Capture every submitted custom field
Map all survey responses and custom form questions from LeadConnector straight into Projekly – Project Management, CRM, HR & Invo records without missing details.
🔔
Alert your team the moment events occur
Notify account managers and project coordinators immediately in Slack or via task assignments as soon as a customer books or replies.
🔀
Route data conditionally based on lead tier
Send enterprise submissions to priority project boards while standard enquiries follow your regular intake workflow automatically.
🔄
Keep records updated across both platforms
Synchronize status changes, pipeline updates, and contact edits between LeadConnector and Projekly – Project Management, CRM, HR & Invo in real time.
🛡️
Prevent duplicate records with smart search
Search existing contacts and opportunities before creating new entries to keep your database clean and organized.
💳
Handle payment and status milestones
Update project statuses and create invoices when order forms are submitted or subscription payments change.
🔌
Extend workflows to your favorite apps
Connect Slack, Google Drive, Stripe, or HubSpot to build multi-step operational pipelines tailored to your agency.
And much more...

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

Teams looking to automate lead handoffs, keep project records updated, and eliminate manual data entry between LeadConnector and Projekly – Project Management, CRM, HR & Invo.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations coordinators
Operations coordinators
Project managers
Project managers
Agency owners
Agency owners
📈
Performance marketers
You're running campaigns across multiple channels but your reporting sheet only updates when someone manually exports lead lists, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in your system instantly and your data stays current.
Sales representatives
You need to act fast when prospects book meetings, but manual notifications arrive too late for you to engage while interest is peak — automating both apps means every booking triggers instant contact updates and project setup before the call begins.
📊
Account managers
You answer to clients who expect to see project progress immediately after onboarding, but scattered records leave gaps in your delivery timeline — connecting these apps means every form submission instantly initializes client workspaces and project tasks without delay.
⚙️
Operations coordinators
The volume of inbound form submissions and appointment bookings is too high for your staff to keep up with by hand, leading to missed follow-ups — with this integration, every submission automatically generates tasks and records across your workspace.
🤝
Project managers
You own the delivery phase and depend on your sales team to hand over accurate project details, but missing fields delay kickoff — automating both apps means every lead detail flows seamlessly into your project management pipeline the moment it is captured.
🗂️
Agency owners
You need a reliable history of client interactions and project milestones, but manual entry results in fragmented records — connecting these apps means every contact and task is logged accurately so your operational audit trail is always complete.
Our team

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Why choose Integrately to automate LeadConnector + Projekly – Project Management, CRM, HR & Invo

Build and manage your LeadConnector + 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 LeadConnector + 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.
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How Integrately Works?

1
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2
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Automation is ready
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Frequently Asked Questions

How do I connect LeadConnector to Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
You can connect LeadConnector to Projekly – Project Management, CRM, HR & Invo in 1 click using ready templates or by asking Integrately AI to build the workflow for you.
Can I automatically create projects in Projekly – Project Management, CRM, HR & Invo from LeadConnector form submissions?
Frequently Asked Questions
Can I connect LeadConnector, Projekly – Project Management, CRM, HR & Invo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for LeadConnector and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
How does LeadConnector data sync with Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Can Projekly – Project Management, CRM, HR & Invo status changes update LeadConnector records?
Frequently Asked Questions
Do I need coding skills to automate LeadConnector and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Is the LeadConnector and Projekly – Project Management, CRM, HR & Invo integration free?
Frequently Asked Questions
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