Salesforce Marketing Cloud + Projekly Integration

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Projekly + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new Projekly task

In today's fast-paced business world, it's important to be able to communicate quickly and efficiently. That's why Integrately offers this automation to send email for new Projekly tasks.

With this integration, you can automatically send email through Salesforce Marketing Cloud to the relevant parties whenever a new task is created in your Projekly system. This way, you can be sure that everyone is always on the same page and that no important information falls through the cracks.

So if you're looking for a better way to stay organized and keep your team informed, give this Projekly - Salesforce Marketing Cloud integration a try.
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Projekly + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud contact for new Projekly client

If you're using Projekly to manage your sales leads, it's important to also use Salesforce Marketing Cloud 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 contact will automatically be created in Salesforce Marketing Cloud.

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

Send Salesforce Marketing Cloud email for new Projekly client

Anytime a new client is added to your Projekly, automatically send them a email through Salesforce Marketing Cloud letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Projekly - Salesforce Marketing Cloud integration, you can rest assured that your new client will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Create Your Own Salesforce Marketing Cloud & Projekly Integration Without Any Code

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Salesforce Marketing Cloud + Projekly Integration
1.
  • 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
2.
  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud
  • 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 task 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
3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate Salesforce Marketing Cloud & Projekly In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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