Prospect.io + Projectplace Integration

Connect Prospect.io to Projectplace - Automate your workflows in 1-click

Make use of Prospect.io automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Projectplace automations to improve team communication and gain real-time visibility into project progress. And automate all the repetitive tasks between Prospect.io & Projectplace using Integrately.
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Prospect.io + Projectplace Integration
1.
  • Prospect.io
    User is created in Prospect.io

    Triggers the automation whenever a new user is created

  • Prospect.io
    Deal is created in Prospect.io

    Triggers the automation whenever a deal is created

  • Prospect.io
    Exclusion list item is created in Prospect.io

    Triggers the automation whenever an item is added to the exclusion list

  • Prospect.io
    Work flow is created in Prospect.io

    Triggers the automation whenever a new workflow is created

  • Prospect.io
    Pipeline is created in Prospect.io

    Triggers the automation whenever a new pipeline is created

  • Prospect.io
    Stage is created in Prospect.io

    Triggers the automation whenever a new stage is created

  • Prospect.io
    Prospect is created in Prospect.io

    Triggers the automation whenever a new prospect is added

  • Prospect.io
    Prospect has replied in Prospect.io

    Triggers the automation whenever a prospect replies

  • Prospect.io
    Organization is created in Prospect.io

    Triggers the automation whenever a new organization is created

  • Prospect.io
    Deal is lost in Prospect.io

    Triggers the automation whenever a deal is lost

  • Prospect.io
    Deal is won in Prospect.io

    Triggers the automation whenever a deal is won

  • Prospect.io
    List is created in Prospect.io

    Triggers the automation whenever a new list is created

  • Projectplace
    Card is created in Projectplace

    Triggers the automation whenever a card is archived

  • Projectplace
    Card is moved to done/last column in Projectplace

    Triggers the automation whenever a card is moved to the final stage of a board

2.
  • Prospect.io
    Create prospect in Prospect.io

    Automatically generates a new porspect

  • Prospect.io
    Exclude prospect in Prospect.io

    Automatically excludes a prospect

  • Prospect.io
    Update prospect in Prospect.io

    Automatically updates prospect details with new information

  • Prospect.io
    Search prospect in Prospect.io

    Automatically searches for a particular prospect

  • Prospect.io
    Enroll prospect in Prospect.io

    Automatically enrolls a prospect

  • Prospect.io
    Create deal in Prospect.io

    Automatically generates a new deal with

  • Prospect.io
    Enroll deal in Prospect.io

    Automatically enrolls a deal

  • Prospect.io
    Mark deal as lost in Prospect.io

    Automatically updates deal status to lost

  • Prospect.io
    Mark deal as won in Prospect.io

    Automatically updates deal status to won

  • Prospect.io
    Move a deal in Prospect.io

    Automatically organizes and manages deals and transactions

  • Prospect.io
    Update deal in Prospect.io

    Automatically updates deal information based on new criteria or changes

  • Prospect.io
    Search deal in Prospect.io

    Automatically retrieves and find a deal

  • Prospect.io
    Create organization in Prospect.io

    Automatically generates a new invoice

  • Prospect.io
    Update organization in Prospect.io

    Automatically updates organization information

  • Prospect.io
    Search organization in Prospect.io

    Automatically finds and retrieves information about a organization

  • Prospect.io
    Enroll organization in Prospect.io

    Automatically enrolls an organization

  • Prospect.io
    Search email in Prospect.io

    Automatically scan email inbox for keywords or sender

  • Projectplace
    Create card in Projectplace

    Automatically generates a new card for a task

  • Projectplace
    Create a card on an existing activity in Projectplace

    Automatically creates a new card on an existing activity

  • Projectplace
    Search card by name in Projectplace

    Automatically searches for a card using its name

  • Projectplace
    Add reported time to a card in Projectplace

    Automatically record reported time on the card for tracking and accountability

  • Projectplace
    Create board in Projectplace

    Automatically generates a new board

  • Projectplace
    Create project in Projectplace

    Automatically creates a new project

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