RD Station + Projekly Integration

Connect RD Station to Projekly in 1 click

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1.
  • RD Station
    Lead is converted in RD Station Instant
  • RD Station
    Lead is marked as opportunity in RD Station Instant
  • Projekly
    Client is created in Projekly
  • Projekly
    Lead is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Task is created in Projekly
  • Projekly
    Project is created in Projekly
  • Projekly
    Product is created in Projekly
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2.

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Ready Workflows Ready Workflows   for RD Station + Projekly Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Projekly + RD Station Integration

Create RD Station conversion event for new Projekly client

If you're using Projekly to manage your sales leads, it's important to also use RD Station to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new client is created in Projekly, a corresponding conversion event will automatically be created in RD Station.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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RD Station + Projekly Integration

Create Projekly client for new RD Station conversion event

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 RD Station conversion event 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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RD Station + Projekly Integration

Create Projekly task for new RD Station conversion event

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

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 RD Station Automations from
Integrately Community

Just click on the workflow you want to automate

RD Station logo
Salesforce logo
Create Salesforce record for new RD Station conversion event
Activate
RD Station logo
PerfexCRM logo
Create PerfexCRM contact for new RD Station conversion event
Activate
RD Station logo
Salesforce logo
Create Salesforce opportunity for new RD Station conversion event
Activate
RD Station logo
Pipefy logo
Create Pipefy card for new RD Station conversion event
Activate
RD Station logo
Online Live Support logo
Send Online Live Support message for new RD Station conversion event
Activate
RD Station logo
Salesforce logo
Create Salesforce record for new RD Station conversion event
Activate
RD Station logo
PerfexCRM logo
Create PerfexCRM contact for new RD Station conversion event
Activate
RD Station logo
Salesforce logo
Create Salesforce opportunity for new RD Station conversion event
Activate
RD Station logo
Pipefy logo
Create Pipefy card for new RD Station conversion event
Activate
RD Station logo
Online Live Support logo
Send Online Live Support message for new RD Station conversion event
Activate
RD Station logo
Bitrix24 logo
Create Bitrix24 deal for new RD Station conversion event
Activate
RD Station logo
Chatwork logo
Send Chatwork message for new RD Station conversion event
Activate
RD Station logo
Sharepoint logo
Create Sharepoint file from new RD Station lead
Activate
RD Station logo
Apollo logo
Create Apollo opportunity for new RD Station conversion event
Activate
Amelia logo
RD Station logo
Create RD Station conversion event for new Amelia booking
Activate
RD Station logo
Bitrix24 logo
Create Bitrix24 deal for new RD Station conversion event
Activate
RD Station logo
Chatwork logo
Send Chatwork message for new RD Station conversion event
Activate
RD Station logo
Sharepoint logo
Create Sharepoint file from new RD Station lead
Activate
RD Station logo
Apollo logo
Create Apollo opportunity for new RD Station conversion event
Activate
Amelia logo
RD Station logo
Create RD Station conversion event for new Amelia booking
Activate

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
Popular Alternative
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750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect RD Station or Projekly With 1400+ Other Apps

RD Station
RD Station
Powered by AI, RD Station is the most advanced digital marketing platform in the market. Get ahead of your competition and establish a strong presence by combining all your digital marketing efforts into one platform.
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.