PipelineCRM + Projekly Integration

Connect PipelineCRM to Projekly in 1 click

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Popular PipelineCRM + Projekly Workflows

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Projekly + PipelineCRM Integration

Create PipelineCRM person 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 - PipelineCRM integration, anytime a new Projekly client is created, an PipelineCRM person 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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Projekly + PipelineCRM Integration

Create PipelineCRM deal from new Projekly client

Anytime a new client is created in your Projekly, a new deal will automatically be created in your PipelineCRM. This ensures that all of your deal are linked to the right client, and that you never miss an opportunity to follow up with a new lead.

This Projekly - PipelineCRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Projekly + PipelineCRM Integration

Create PipelineCRM task for new Projekly client

In Projekly, when you create a client, it automatically creates a task in PipelineCRM for that client. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular client on their client profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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PipelineCRM + Projekly Integration

Create Projekly client for new PipelineCRM person

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 PipelineCRM - Projekly integration, anytime a new PipelineCRM person is created, an Projekly client 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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PipelineCRM + Projekly Integration

Create Projekly task for new PipelineCRM person

PipelineCRM and Projekly are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in PipelineCRM, do you also create a task in Projekly? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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PipelineCRM + Projekly Integration

Create Projekly task for new PipelineCRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Projekly to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within PipelineCRM? Well now there is!

With our integration between PipelineCRM and Projekly, creating task in Projekly is now easier than ever. Whenever a deal is created in PipelineCRM, you can automatically create a corresponding task in Projekly to keep your team up-to-date.
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PipelineCRM + Projekly Integration
1.
  • PipelineCRM
    Person is created in PipelineCRM Instant
  • PipelineCRM
    Company is created in PipelineCRM Instant
  • PipelineCRM
    Deal is created in PipelineCRM Instant
  • PipelineCRM
    Deal status is changed in PipelineCRM Instant
  • PipelineCRM
    Deal is moved in PipelineCRM Instant
  • 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
    Event is created in Projekly
  • Projekly
    Lead is created in Projekly
2.
  • PipelineCRM
    Create Deal in PipelineCRM
  • PipelineCRM
    Update Deal in PipelineCRM
  • PipelineCRM
    Create Person in PipelineCRM
  • PipelineCRM
    Update Person in PipelineCRM
  • PipelineCRM
    Create Company in PipelineCRM
  • PipelineCRM
    Update Company in PipelineCRM
  • PipelineCRM
    Search company in PipelineCRM
  • PipelineCRM
    Search deal in PipelineCRM
  • PipelineCRM
    Create Task in PipelineCRM
  • PipelineCRM
    Create Activity (Note) in PipelineCRM
  • Projekly
    Create event in Projekly
  • Projekly
    Create product in Projekly
  • Projekly
    Create project in Projekly
  • Projekly
    Create task in Projekly
  • Projekly
    Create invoice in Projekly
  • Projekly
    Create client in Projekly
  • Projekly
    Search invoice in Projekly
  • Projekly
    Update invoice in Projekly
  • Projekly
    Search project in Projekly
  • Projekly
    Update project in Projekly
  • Projekly
    Search product in Projekly
  • Projekly
    Update product in Projekly
  • Projekly
    Create ticket in Projekly
  • Projekly
    Create employee in Projekly
  • Projekly
    Create lead in Projekly
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