Projekly + RepairShopr Integration

Connect Projekly to RepairShopr in 1 click

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Popular Projekly + RepairShopr Workflows

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Projekly + RepairShopr Integration

Create RepairShopr customer 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 - RepairShopr integration, anytime a new Projekly client is created, an RepairShopr customer 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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RepairShopr + Projekly Integration

Create Projekly client for new RepairShopr customer

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 RepairShopr - Projekly integration, anytime a new RepairShopr customer 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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RepairShopr + Projekly Integration

Create Projekly task for new RepairShopr customer

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

When you create a customer in RepairShopr, 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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Projekly + RepairShopr Integration
1.
  • 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
  • RepairShopr
    Customer is created in RepairShopr Instant
  • RepairShopr
    Payment is created in RepairShopr Instant
  • RepairShopr
    Ticket status is changed in RepairShopr Instant
  • RepairShopr
    Ticket is created in RepairShopr Instant
  • RepairShopr
    Ticket is Resolved in RepairShopr Instant
  • RepairShopr
    Invoice is created in RepairShopr Instant
2.
  • Projekly
    Create event in Projekly
  • Projekly
    Create project in Projekly
  • Projekly
    Create task in Projekly
  • Projekly
    Create invoice in Projekly
  • Projekly
    Create product 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 client in Projekly
  • Projekly
    Create ticket in Projekly
  • Projekly
    Create employee in Projekly
  • Projekly
    Create lead in Projekly
  • RepairShopr
    Create customer in RepairShopr
  • RepairShopr
    Search customer in RepairShopr
  • RepairShopr
    Update customer in RepairShopr
  • RepairShopr
    Create ticket in RepairShopr
  • RepairShopr
    Update ticket in RepairShopr
  • RepairShopr
    Search ticket in RepairShopr
  • RepairShopr
    Create lead in RepairShopr
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