Privyr + Projekly Integration

Connect Privyr to Projekly in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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 Privyr + Projekly Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Projekly + Privyr Integration

Create Privyr contact 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 - Privyr integration, anytime a new Projekly client is created, an Privyr contact 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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Automations

Top 10 Most Popular Privyr Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
Privyr logo
Create Privyr contact for new WordPress user
Quickblog logo
Privyr logo
Create Privyr contact for new Quickblog user
Instamojo logo
Privyr logo
Create Privyr contact from new Instamojo payment
Stripe logo
Privyr logo
Create Privyr contact from new Stripe charge
Authorize.Net logo
Privyr logo
Create Privyr contact from new Authorize.Net transaction
WordPress logo
Privyr logo
Create Privyr contact for new WordPress user
Quickblog logo
Privyr logo
Create Privyr contact for new Quickblog user
Instamojo logo
Privyr logo
Create Privyr contact from new Instamojo payment
Stripe logo
Privyr logo
Create Privyr contact from new Stripe charge
Authorize.Net logo
Privyr logo
Create Privyr contact from new Authorize.Net transaction
Shoprocket logo
Privyr logo
Create Privyr contact from new Shoprocket customer
Activate
Systeme.io logo
Privyr logo
Create Privyr contact for new Systeme.io contact
Activate
Teachworks logo
Privyr logo
Create Privyr contact for new Teachworks student
Umso logo
Privyr logo
Create Privyr contact for new Umso contact
LinkedIn Ads logo
Privyr logo
Create Privyr contact for new LinkedIn Ads contact
Shoprocket logo
Privyr logo
Create Privyr contact from new Shoprocket customer
Activate
Systeme.io logo
Privyr logo
Create Privyr contact for new Systeme.io contact
Activate
Teachworks logo
Privyr logo
Create Privyr contact for new Teachworks student
Umso logo
Privyr logo
Create Privyr contact for new Umso contact
LinkedIn Ads logo
Privyr logo
Create Privyr contact for new LinkedIn Ads 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
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Want to automate something else in your workflow?

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

Privyr
Privyr
Privyr is a mobile-centric CRM tailored for sales & marketing professionals. It helps manage your online leads, engage with personalized content, and supercharge your sales. With instant alerts & easy follow-ups, your leads are always at your fingertips.
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.