

Metroleads + Projectplace Integration
Integrate Metroleads to Projectplace in one click, or tell Integrately AI how you want each card handled. Track projects, create leads instantly, update team assignments, and manage project workflows automatically.
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Ready Workflows for Metroleads + Projectplace Integration
Create leads from new cards, update lead assignments, track project tasks, and manage workflows, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Metroleads + Projectplace flow
Bring CRM, messaging, project tracking, cloud storage, scheduling, and email tools together with your core pair. Pick a combination and activate it in one click.


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Hubspot (6)
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Slack (6)
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Trello (6)
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Google Drive (6)
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Calendly (6)
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Gmail (6)
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When a card is created in Projectplace, create a contact in HubSpot and create a lead in Metroleads.
New Projectplace cards instantly generate HubSpot contacts and Metroleads leads without manual data entry.
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When a contact is created in HubSpot, create a card in Projectplace and create a lead in Metroleads.
New HubSpot contacts automatically trigger Projectplace project cards and Metroleads lead records.
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When a card is moved to done/last column in Projectplace, update the contact in HubSpot and update the lead in Metroleads.
Completed project cards update your HubSpot contact records and Metroleads lead statuses automatically.
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When a card is created in Projectplace, search for the contact in HubSpot and assign a lead in Metroleads.
Projectplace cards trigger a HubSpot contact search and assign the corresponding lead in Metroleads.
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Use Claude to analyze HubSpot form submissions, create a card in Projectplace, and create a lead in Metroleads.
Claude analyzes incoming HubSpot submissions to structure project cards and Metroleads leads intelligently.
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When a card is moved to done/last column in Projectplace, update the HubSpot deal stage and assign a lead in Metroleads.
Finished project cards update HubSpot deal stages and assign Metroleads leads for post-project follow-up.
Supported triggers and actions for Metroleads and Projectplace
Mix and match to build the exact automation you need

Metroleads Triggers & Actions
What can you automate with Metroleads + Projectplace?
Streamline your entire lifecycle by connecting project management boards with AI-driven lead generation and tracking tools.
🚀
Sync Project Cards With Lead Creation
Automatically generate a lead in Metroleads the moment a card is created in Projectplace, ensuring zero lag between task setup and sales tracking.
📋
Capture Every Submitted Field
Map all available details from your Projectplace task cards directly into Metroleads lead records instead of just basic names, making your database complete.
🔔
Alert the Right Team Member Instantly
Trigger automated lead assignments and notifications whenever new project cards are added or updated in Projectplace.
🔀
Route Leads Based on Card Attributes
Assign or update leads in Metroleads differently depending on specific tags, boards, or criteria submitted within your Projectplace cards.
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Keep Destination Records Up to Date
Reflect status changes instantly by updating lead details in Metroleads whenever cards move across columns in Projectplace.
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Search and Update Instead of Duplicating
Look up existing records in Metroleads before performing updates, preventing duplicate entries when managing high-frequency project cards.
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Handle Later Status Changes and Closures
Automatically unassign leads or update status parameters when cards are moved to done or the last column in Projectplace.
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Extend Workflows to Supporting Apps
Connect your core pair with HubSpot, Slack, Trello, Google Drive, Calendly, or Gmail to build comprehensive multi-step automations.
And much more...
Who is Metroleads + Projectplace integration for?
Sales and project management teams using Metroleads and Projectplace can eliminate manual data entry, ensuring project cards and lead records stay perfectly synchronised.
Revenue Operations Managers
Project Managers
Client Success Directors
Sales Team Leads
Operations Specialists
Data Analysts
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Revenue Operations Managers
You're managing lead pipelines in Metroleads while tracking deliverables in Projectplace, but manual updates leave your revenue numbers lagging behind active project stages — with this integration, every project card change updates your lead records instantly and your pipeline stays accurate.
⚡
Project Managers
You need to act fast when new client opportunities arrive, but manual handoffs mean you find out about closed deals hours or days too late — with this integration, every new lead in Metroleads generates project cards immediately and your team starts execution without delay.
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Client Success Directors
You answer to key stakeholders who want real-time visibility into project progression, but scattered records make reporting tedious — with this integration, completed project milestones update lead statuses automatically and your stakeholder updates reflect true project health.
📊
Sales Team Leads
The volume of incoming inquiries is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned accounts — with this integration, every card creation and status shift triggers automated lead creation and assignment across your entire team.
🛠️
Operations Specialists
You own the handoff between sales qualification and project delivery, depending on upstream team members to pass along client requirements — with this integration, data flows automatically from Metroleads into Projectplace boards without manual copy-pasting.
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Data Analysts
You need a reliable audit history of customer journeys from initial lead to final project delivery, but fragmented toolsets create frustrating gaps — with this integration, every action across Metroleads and Projectplace maintains a complete, unbroken record.

Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Metroleads + Projectplace
Build and manage your Metroleads + Projectplace automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Metroleads + Projectplace with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Frequently Asked Questions
How do I connect Metroleads to Projectplace?
You can connect Metroleads to Projectplace in 1-click using ready templates on Integrately. With 42,000+ active users, 1,500+ integrations, and Integrately AI, setting up your automated workflow takes just minutes.
Can I automatically create a lead in Metroleads when a card is created in Projectplace?
Can I connect Metroleads, Projectplace, and Hubspot?
What is a good Zapier alternative for Metroleads and Projectplace?
How does Metroleads handle lead data during Projectplace card creation?
Can Projectplace trigger updates when cards move to done?
Do I need coding skills to automate Metroleads and Projectplace?
Is the Metroleads and Projectplace integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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