Lofty + Projekly Integration

Connect Lofty to Projekly in 1 click

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1.
  • Lofty
    Transaction is created or updated in Lofty Instant
  • Lofty
    Lead is created or updated in Lofty Instant
  • Lofty
    Lead pipeline is changed in Lofty 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 Lofty + Projekly Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Projekly + Lofty Integration

Create Lofty lead 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 - Lofty integration, anytime a new Projekly client is created, an Lofty lead 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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Automations

Top 10 Most Popular Lofty Automations from
Integrately Community

Just click on the workflow you want to automate

Google Sheets logo
Lofty logo
Create Lofty lead for new Google Sheets row
HubSpot logo
Lofty logo
Create Lofty lead for new HubSpot contact
CompanyHub logo
Lofty logo
Create Lofty lead for new CompanyHub contact
CompanyHub logo
Lofty logo
Create Lofty lead for new CompanyHub record
MailerLite Classic logo
Lofty logo
Create Lofty lead for new MailerLite Classic contact
Google Sheets logo
Lofty logo
Create Lofty lead for new Google Sheets row
HubSpot logo
Lofty logo
Create Lofty lead for new HubSpot contact
CompanyHub logo
Lofty logo
Create Lofty lead for new CompanyHub contact
CompanyHub logo
Lofty logo
Create Lofty lead for new CompanyHub record
MailerLite Classic logo
Lofty logo
Create Lofty lead for new MailerLite Classic contact
awork logo
Lofty logo
Create Lofty lead for new awork client
MailBluster logo
Lofty logo
Create Lofty lead from new MailBluster order
Checkfront logo
Lofty logo
Update Lofty lead from new Checkfront event
Jumpseller logo
Lofty logo
Create Lofty lead from new Jumpseller contact
Jumpseller logo
Lofty logo
Update Lofty lead from updated Jumpseller contact
awork logo
Lofty logo
Create Lofty lead for new awork client
MailBluster logo
Lofty logo
Create Lofty lead from new MailBluster order
Checkfront logo
Lofty logo
Update Lofty lead from new Checkfront event
Jumpseller logo
Lofty logo
Create Lofty lead from new Jumpseller contact
Jumpseller logo
Lofty logo
Update Lofty lead from updated Jumpseller contact

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
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

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Lofty
Lofty
Lofty is the technology platform that helps real estate agents sell more homes. Lofty enhances agent productivity, automates routine tasks and creates a seamless experience for customers.
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.