Projekly + Retently Integration

Connect Projekly to Retently in 1 click

Integrate Projekly + Retently For Free Free forever. Use premium features free for 14 days.

Popular Projekly + Retently Workflows

most-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.
See more
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!
See more
  • 1of1

Create Your Own Projekly & Retently Integration Without Any Code

Create Custom Workflow
Projekly + Retently Integration
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
2.
  • Projekly
    Create task in Projekly
  • Projekly
    Update product in Projekly
  • Projekly
    Search product in Projekly
  • Projekly
    Update project in Projekly
  • Projekly
    Search project in Projekly
  • Projekly
    Update invoice in Projekly
  • Projekly
    Search invoice in Projekly
  • Projekly
    Create event in Projekly
  • Projekly
    Create invoice in Projekly
  • Projekly
    Create project in Projekly
  • Projekly
    Create product in Projekly
  • Projekly
    Create client in Projekly
  • Projekly
    Create ticket in Projekly
  • Projekly
    Create employee in Projekly
  • Projekly
    Create lead in Projekly
  • Retently
    Unsubscribe customer in Retently
  • Retently
    Create or Update customer in Retently
  • Retently
    Search customer by email in Retently
  • Retently
    Tag a survey response in Retently
  • Retently
    Search company in Retently
  • Retently
    Create customer and Send survey in Retently
3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate Projekly & Retently In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leadermost-implementableeasiest-to-do-businessbest-support