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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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Projectplace
    Card is created in Projectplace
  • Projectplace
    Card is moved to done/last column in Projectplace
Arrow Right
2.
  • Metroleads
    Create lead in Metroleads
  • Metroleads
    Search lead in Metroleads
  • Metroleads
    Assign a lead in Metroleads
  • Metroleads
    Update lead in Metroleads
  • Metroleads
    Get recent leads in Metroleads
  • Metroleads
    Unassign a lead in Metroleads
  • Projectplace
    Create card in Projectplace
  • Projectplace
    Create a card on an existing activity in Projectplace
  • Projectplace
    Search card by name in Projectplace
  • Projectplace
    Add reported time to a card in Projectplace
  • Projectplace
    Create board in Projectplace
  • Projectplace
    Create project in Projectplace

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Ready WorkflowsReady 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.
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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.

Metroleads
Projectplace
+
HubspotHubspot (6)
+
SlackSlack (6)
+
TrelloTrello (6)
+
Google DriveGoogle Drive (6)
+
CalendlyCalendly (6)
+
GmailGmail (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
Metroleads Triggers & Actions
No trigger is available
Create lead in Metroleads
Generates new leads for potential customers
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Search lead in Metroleads
Retrieves information for a particular lead
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Assign a lead in Metroleads
Assigns leads to team members based on predefined criteria
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Update lead in Metroleads
Updates the lead information
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Get recent leads in Metroleads
Retrieves the most up-to-date leads
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Unassign a lead in Metroleads
Unassigns a lead
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Projectplace
Projectplace Triggers & Actions
Card is created in Projectplace
Triggers the automation when a card is archived
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Card is moved to done/last column in Projectplace
Triggers the automation when a card is moved to the final stage of a board
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Create card in Projectplace
Generates a new card for a task
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Create a card on an existing activity in Projectplace
Creates a new card on an existing activity
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Search card by name in Projectplace
Searches for a card using its name
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Add reported time to a card in Projectplace
Record reported time on the card for tracking and accountability
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Create board in Projectplace
Generates a new board
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Create project in Projectplace
Creates a new project
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What can you automate with Metroleads + Projectplace?

Streamline your entire lifecycle by connecting project management boards with AI-driven lead generation and tracking tools.

What you can automate?
🚀
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.
🔄
Keep Destination Records Up to Date
Reflect status changes instantly by updating lead details in Metroleads whenever cards move across columns in Projectplace.
🔍
Search and Update Instead of Duplicating
Look up existing records in Metroleads before performing updates, preventing duplicate entries when managing high-frequency project cards.
🏁
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.
🌐
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
Revenue Operations Managers
Project Managers
Project Managers
Client Success Directors
Client Success Directors
Sales Team Leads
Sales Team Leads
Operations Specialists
Operations Specialists
Data Analysts
Data Analysts
📈
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.
🤝
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.
🗂️
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.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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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
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
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Metroleads to Projectplace?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect Metroleads, Projectplace, and Hubspot?
Frequently Asked Questions
What is a good Zapier alternative for Metroleads and Projectplace?
Frequently Asked Questions
How does Metroleads handle lead data during Projectplace card creation?
Frequently Asked Questions
Can Projectplace trigger updates when cards move to done?
Frequently Asked Questions
Do I need coding skills to automate Metroleads and Projectplace?
Frequently Asked Questions
Is the Metroleads and Projectplace integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Metroleads or Projectplace With 1500+ Other Apps

Metroleads
Popular Metroleads Integrations
Connect Metroleads to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
Projectplace
Popular Projectplace Integrations
Sync Projectplace with accounting, time tracking, and communication tools to keep project data working across your stack.