Personizely + Projekly Integration

Connect Personizely to Projekly in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Personizely
    Form is submitted in Personizely 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
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2.

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Ready Workflows Ready Workflows   for Personizely + Projekly Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Personizely + Projekly Integration

Create Projekly client for new Personizely response

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

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

Create Projekly task for new Personizely response

Automatically creating a Projekly task for every new Personizely response 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 response 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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Automations

Top 10 Most Popular Personizely Automations from
Integrately Community

Just click on the workflow you want to automate

Personizely logo
CompanyHub logo
Create CompanyHub record for new Personizely response
Personizely logo
Salesforce logo
Create Salesforce record for new Personizely response
Personizely logo
Zoho CRM logo
Create Zoho CRM module for new Personizely response
Personizely logo
Notion logo
Create Notion database item for new Personizely response
Personizely logo
Stackby logo
Create Stackby row for new Personizely response
Personizely logo
CompanyHub logo
Create CompanyHub record for new Personizely response
Personizely logo
Salesforce logo
Create Salesforce record for new Personizely response
Personizely logo
Zoho CRM logo
Create Zoho CRM module for new Personizely response
Personizely logo
Notion logo
Create Notion database item for new Personizely response
Personizely logo
Stackby logo
Create Stackby row for new Personizely response
Personizely logo
Zoho Sheet logo
Create Zoho Sheet row for new Personizely response
Personizely logo
Braintree logo
Create Braintree customer from new Personizely response
Personizely logo
Fluid Pay logo
Create Fluid Pay contact from new Personizely response
Personizely logo
Katana Cloud Manufacturing logo
Create Katana Cloud Manufacturing order for new Personizely response
Personizely logo
Quickblog logo
Create Quickblog post for new Personizely response
Personizely logo
Zoho Sheet logo
Create Zoho Sheet row for new Personizely response
Personizely logo
Braintree logo
Create Braintree customer from new Personizely response
Personizely logo
Fluid Pay logo
Create Fluid Pay contact from new Personizely response
Personizely logo
Katana Cloud Manufacturing logo
Create Katana Cloud Manufacturing order for new Personizely response
Personizely logo
Quickblog logo
Create Quickblog post for new Personizely response

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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Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Personizely or Projekly With 1400+ Other Apps

Personizely
Personizely
Personizely is a simple web widget that helps you to personalize your website and collect visitor's contact info. The widget automatically detects user's device and delivers the most customized experience possible.
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.