Perspective + Projekly Integration

Connect Perspective to Projekly in 1 click

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1.
  • Perspective
    Lead is created in Perspective Instant
  • Perspective
    Visitor completed a funnel in Perspective 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 Perspective + Projekly Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Perspective + Projekly Integration

Create Projekly client for new Perspective contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Projekly client and Perspective contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Perspective + Projekly Integration

Create Projekly task for new Perspective contact

Projekly and Perspective are two powerful cloud-based tools that can be used to improve business productivity. Using this Projekly - Perspective integration, you can automatically create task in Projekly whenever a new contact is created in Perspective.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Automations

Top 10 Most Popular Perspective Automations from
Integrately Community

Just click on the workflow you want to automate

Perspective logo
Google Calendar logo
Create Google Calendar event for new Perspective contact
Activate
Perspective logo
Chatwork logo
Send Chatwork message for new Perspective contact
Perspective logo
Trello logo
Create Trello card for new Perspective contact
Activate
Perspective logo
Cisco Webex (Teams) logo
Send Cisco Webex (Teams) message for new Perspective contact
Perspective logo
Twist logo
Send Twist message for new Perspective contact
Perspective logo
Google Calendar logo
Create Google Calendar event for new Perspective contact
Activate
Perspective logo
Chatwork logo
Send Chatwork message for new Perspective contact
Perspective logo
Trello logo
Create Trello card for new Perspective contact
Activate
Perspective logo
Cisco Webex (Teams) logo
Send Cisco Webex (Teams) message for new Perspective contact
Perspective logo
Twist logo
Send Twist message for new Perspective contact
Perspective logo
Zammad logo
Create Zammad ticket for new Perspective contact
Perspective logo
Groove logo
Create Groove ticket for new Perspective contact
Perspective logo
Trengo logo
Create Trengo ticket for new Perspective contact
Perspective logo
Shoplazza logo
Create Shoplazza customer for new Perspective contact
Perspective logo
Shoprocket logo
Create Shoprocket customer for new Perspective contact
Perspective logo
Zammad logo
Create Zammad ticket for new Perspective contact
Perspective logo
Groove logo
Create Groove ticket for new Perspective contact
Perspective logo
Trengo logo
Create Trengo ticket for new Perspective contact
Perspective logo
Shoplazza logo
Create Shoplazza customer for new Perspective contact
Perspective logo
Shoprocket logo
Create Shoprocket customer for new Perspective 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
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

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

Perspective
Perspective
Perspective is the perfect solution for creating high-converting mobile funnels. It helps build beautiful, conversion-optimized funnels in 60 minutes or less - without any design or coding skills to take your mobile marketing to the next level.
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.