Projekly + Retently Integration

Connect Projekly to Retently in 1 click

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1.
  • 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
    Client is created in Projekly
  • Projekly
    Product is created in Projekly
  • Retently
    Survey response is created in Retently
  • Retently
    Customer is created in Retently
  • Retently
    Company is created in Retently
  • Retently
    Overall metric score is updated in Retently
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2.

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Ready Workflows Ready Workflows   for Projekly + Retently Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Retently + Projekly Integration

Create Projekly client for new Retently response

When someone completes your Retently, a new client is automatically created in your Projekly. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Retently is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a Retently - Projekly integration set up makes it easy to manage your customer relationships and grow your business.
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Retently + Projekly Integration

Create Projekly task for new Retently response

Automatically creating a Projekly task for every new Retently response not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no response will fall through the cracks and that your Projekly team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!
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Automations

Top 10 Most Popular Projekly Automations from
Integrately Community

Just click on the workflow you want to automate

Projekly logo
Google Sheets logo
Create Google Sheets row for new Projekly client
Projekly logo
Google Sheets logo
Create Google Sheets row for new Projekly task
Google Sheets logo
Projekly logo
Create Projekly client for new Google Sheets row
Google Sheets logo
Projekly logo
Create Projekly task for new Google Sheets row
Google Sheets logo
Projekly logo
Create Projekly employee for new Google Sheets row
Projekly logo
Google Sheets logo
Create Google Sheets row for new Projekly client
Projekly logo
Google Sheets logo
Create Google Sheets row for new Projekly task
Google Sheets logo
Projekly logo
Create Projekly client for new Google Sheets row
Google Sheets logo
Projekly logo
Create Projekly task for new Google Sheets row
Google Sheets logo
Projekly logo
Create Projekly employee for new Google Sheets row
Projekly logo
Audienceful logo
Create Audienceful person for new Projekly client
Projekly logo
2Chat logo
Create 2Chat contact for new Projekly client
Projekly logo
2Chat logo
Send 2Chat message for new Projekly task
Projekly logo
2Chat logo
Send 2Chat message for new Projekly client
HappyFox logo
Projekly logo
Create Projekly task for new HappyFox ticket
Projekly logo
Audienceful logo
Create Audienceful person for new Projekly client
Projekly logo
2Chat logo
Create 2Chat contact for new Projekly client
Projekly logo
2Chat logo
Send 2Chat message for new Projekly task
Projekly logo
2Chat logo
Send 2Chat message for new Projekly client
HappyFox logo
Projekly logo
Create Projekly task for new HappyFox ticket

Top 10 Most Popular Retently Automations from
Integrately Community

Most popularmost-popular-automations
01
Retently logo
ClickSend SMS logo
Send ClickSend SMS message for new Retently response
02
Retently logo
Twilio logo
Send Twilio sms for new Retently response
03
Retently logo
SendGrid logo
Send SendGrid email for new Retently response
04
Retently logo
Manychat logo
Send ManyChat message for new Retently response
05
Retently logo
MessageBird logo
Send MessageBird message for new Retently response
cloud
Retently
app integration
06
Retently logo
Telnyx logo
Send Telnyx message for new Retently response
07
Retently logo
SMS Idea logo
Send SMS Idea message for new Retently response
08
Retently logo
sms77 logo
Send sms77 message for new Retently response
09
Retently logo
Burst SMS logo
Send Burst SMS message for new Retently response
10
Retently logo
Postmark logo
Send Postmark message for new Retently response
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 Projekly or Retently With 1400+ Other Apps

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.
Retently
Retently
Retently is a survey tool that helps you measure customer satisfaction and collect valuable feedback. With the help of our surveys, you can improve your product or service, as well as provide excellent support.