Projekly – Project Management, CRM, HR & Invo + SharpSpring Integration

Q: Can I automatically create SharpSpring contacts when a new lead is created in Projekly – Project Management, CRM, HR & Invo?

Yes, you can automatically create SharpSpring contacts whenever a new lead is created in Projekly – Project Management, CRM, HR & Invo. Use a ready workflow or ask Integrately AI to set it up instantly.

Q: Can I connect Projekly – Project Management, CRM, HR & Invo, SharpSpring, and Slack?

Yes, you can connect Projekly – Project Management, CRM, HR & Invo, SharpSpring, and Slack in a single multi-step workflow. Trigger a contact creation in SharpSpring and notify your sales team on Slack instantly. You can also connect Asana, Google Sheets, and 1,500+ other apps.

Q: What is a good Zapier alternative for Projekly – Project Management, CRM, HR & Invo and SharpSpring?

Integrately is a fast, reliable alternative for connecting Projekly – Project Management, CRM, HR & Invo and SharpSpring. It offers 1-click ready workflows, 24/5 live chat support, and 3x to 10x lower cost than most alternatives.

Q: How does Projekly – Project Management, CRM, HR & Invo handle lead data during automation?

When a lead is created in Projekly – Project Management, CRM, HR & Invo, the platform captures all submitted form details and securely passes them to your connected apps. You can use a ready workflow to sync this data to SharpSpring without manual entry.

Q: How do SharpSpring contacts update when project data changes?

You can update SharpSpring accounts and contacts automatically whenever project milestones or invoices change in Projekly – Project Management, CRM, HR & Invo. Simply activate a ready automation to keep your records synchronized.

Q: Can I set up this integration without any coding experience?

Connecting Projekly – Project Management, CRM, HR & Invo and SharpSpring requires zero coding. You can use ready automation templates or ask Integrately AI to build your exact workflow in seconds.

Q: Is the Projekly – Project Management, CRM, HR & Invo and SharpSpring integration free?

Yes, you can start connecting Projekly – Project Management, CRM, HR & Invo and SharpSpring with a free forever plan on Integrately. Explore pricing plans for higher task volumes and advanced multi-step workflows.

Integrate Projekly – Project Management, CRM, HR & Invo to SharpSpring in one click, or tell Integrately AI how you want each lead handled. Capture every enquiry, create and update contacts, trigger follow-ups, and keep your marketing and project pipelines fully aligned automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Product is created in Projekly – Project Management, CRM, HR & Invo
Client is created in Projekly – Project Management, CRM, HR & Invo
Project is created in Projekly – Project Management, CRM, HR & Invo
Task is created in Projekly – Project Management, CRM, HR & Invo
Invoice is created in Projekly – Project Management, CRM, HR & Invo
Event is created in Projekly – Project Management, CRM, HR & Invo
Lead is created in Projekly – Project Management, CRM, HR & Invo
Contact is created in SharpSpring
Account is created in SharpSpring
Opportunity is created in SharpSpring

Create event in Projekly – Project Management, CRM, HR & Invo
Create project in Projekly – Project Management, CRM, HR & Invo
Create task in Projekly – Project Management, CRM, HR & Invo
Create invoice in Projekly – Project Management, CRM, HR & Invo
Create product in Projekly – Project Management, CRM, HR & Invo
Search invoice in Projekly – Project Management, CRM, HR & Invo
Update invoice in Projekly – Project Management, CRM, HR & Invo
Search project in Projekly – Project Management, CRM, HR & Invo
Update project in Projekly – Project Management, CRM, HR & Invo
Search product in Projekly – Project Management, CRM, HR & Invo
Update product in Projekly – Project Management, CRM, HR & Invo
Create client in Projekly – Project Management, CRM, HR & Invo
Create ticket in Projekly – Project Management, CRM, HR & Invo
Create employee in Projekly – Project Management, CRM, HR & Invo
Create lead in Projekly – Project Management, CRM, HR & Invo
Create contact in SharpSpring
Update contact in SharpSpring
Search contact in SharpSpring
Create account in SharpSpring
Search account in SharpSpring
Update account in SharpSpring
Create opportunity in SharpSpring
Update opportunity in SharpSpring
Create campaign in SharpSpring
Search campaign in SharpSpring

Trusted by experts at...

Ready Workflows for Projekly – Project Management, CRM, HR & Invo + SharpSpring Integration

Capture leads, create contacts, update accounts, alert your team, and trigger marketing follow-ups, all in just one click.

Create SharpSpring contact for new Projekly client

If you're using Projekly to manage your sales leads, it's important to also use SharpSpring 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 SharpSpring.

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

Activate

Update SharpSpring contact from new Projekly client

Projekly – Project Management, CRM, HR & Invo + SharpSpring Integration

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Projekly – Project Management, CRM, HR & Invo + SharpSpring flow

Sync captured lead data into team chats, accounting sheets, and task managers to keep every department updated. Pick a combination and activate it in one click.

Asana (4)

Slack (4)

Mailchimp (3)

Google Sheets (4)

Zoom (3)

Typeform (3)

Create a contact in SharpSpring when a Projekly – Project Management, CRM, HR & Invo lead arrives, and open a tracking task in Asana.

New Projekly – Project Management, CRM, HR & Invo leads immediately appear in SharpSpring as contacts while Asana opens the corresponding task, eliminating manual data entry.

When a SharpSpring contact is created from a Projekly – Project Management, CRM, HR & Invo lead, create an onboarding task in Asana.

SharpSpring contacts generated from Projekly – Project Management, CRM, HR & Invo automatically trigger an onboarding task in Asana so your team handles follow-ups instantly.

When a Projekly – Project Management, CRM, HR & Invo project is created, update the matching SharpSpring account and create an Asana project task.

New Projekly – Project Management, CRM, HR & Invo projects update your SharpSpring accounts and generate an Asana task so delivery teams start immediately.

Use Claude to evaluate Projekly – Project Management, CRM, HR & Invo leads, create a SharpSpring contact, and open a priority Asana task.

Claude evaluates new Projekly – Project Management, CRM, HR & Invo leads before SharpSpring creates the contact and Asana opens a priority task.

Create a SharpSpring contact when a Projekly – Project Management, CRM, HR & Invo lead arrives, and notify your sales channel in Slack.

New Projekly – Project Management, CRM, HR & Invo leads instantly populate SharpSpring contacts while alerting your sales team on Slack.

When a SharpSpring opportunity is created, create a Projekly – Project Management, CRM, HR & Invo project and announce it in Slack.

New SharpSpring opportunities automatically generate Projekly – Project Management, CRM, HR & Invo projects and broadcast an update on Slack.

If a SharpSpring contact has enterprise value, update the SharpSpring account and alert your leadership team in Slack.

Enterprise-tier SharpSpring contacts update your CRM records and trigger an instant high-value alert in Slack for leadership.

When a Projekly – Project Management, CRM, HR & Invo invoice is created, update the SharpSpring account and notify finance in Slack.

New Projekly – Project Management, CRM, HR & Invo invoices update your SharpSpring account records and notify finance in Slack.

Create a SharpSpring contact when a Projekly – Project Management, CRM, HR & Invo lead is captured, and add a subscriber in Mailchimp.

New Projekly – Project Management, CRM, HR & Invo leads sync to SharpSpring contacts and populate your Mailchimp audience list automatically.

When a SharpSpring contact is created, create a lead in Projekly – Project Management, CRM, HR & Invo and add a subscriber in Mailchimp.

New SharpSpring contacts generate a Projekly – Project Management, CRM, HR & Invo lead and register a new subscriber in Mailchimp.

Use Gemini to categorise new SharpSpring contacts, update the SharpSpring account, and add a tagged subscriber in Mailchimp.

Gemini categorises new SharpSpring contacts, updates your SharpSpring account, and adds a tagged subscriber in Mailchimp.

Create a SharpSpring contact when a Projekly – Project Management, CRM, HR & Invo lead arrives, and log it in Google Sheets.

New Projekly – Project Management, CRM, HR & Invo leads populate SharpSpring contacts and record full submission details in Google Sheets.

When a SharpSpring contact is created, log it in Google Sheets and create a client in Projekly – Project Management, CRM, HR & Invo.

New SharpSpring contacts record a row in Google Sheets and create a corresponding client record in Projekly – Project Management, CRM, HR & Invo.

When a Projekly – Project Management, CRM, HR & Invo invoice is created, update the SharpSpring account and log it in Google Sheets.

New Projekly – Project Management, CRM, HR & Invo invoices update your SharpSpring account and record billing rows in Google Sheets.

Use ChatGPT to enrich SharpSpring leads, create a Projekly – Project Management, CRM, HR & Invo client, and log the profile in Google Sheets.

ChatGPT enriches new SharpSpring leads before creating a Projekly – Project Management, CRM, HR & Invo client and logging details in Google Sheets.

Create a SharpSpring contact when a Projekly – Project Management, CRM, HR & Invo lead arrives, and schedule a Zoom consultation meeting.

New Projekly – Project Management, CRM, HR & Invo leads create SharpSpring contacts and automatically schedule consultation meetings in Zoom.

When a SharpSpring opportunity is created, update the SharpSpring account and schedule a follow-up meeting in Zoom.

New SharpSpring opportunities update your SharpSpring account and automatically schedule a strategy meeting in Zoom.

When a Projekly – Project Management, CRM, HR & Invo event is created, update the SharpSpring account and schedule a client meeting in Zoom.

New Projekly – Project Management, CRM, HR & Invo events update your SharpSpring account records and schedule a client meeting in Zoom.

Create a Projekly – Project Management, CRM, HR & Invo lead when a Typeform response arrives, and create a contact in SharpSpring.

Typeform survey responses generate Projekly – Project Management, CRM, HR & Invo leads and create matching contacts in SharpSpring automatically.

When a Typeform response is submitted, create a SharpSpring contact and update the Projekly – Project Management, CRM, HR & Invo project.

Typeform submissions create SharpSpring contacts and update corresponding project files in Projekly – Project Management, CRM, HR & Invo.

Use Perplexity to research Typeform submissions, create a SharpSpring contact, and create a Projekly – Project Management, CRM, HR & Invo client.

Perplexity researches Typeform submissions before creating a SharpSpring contact and a Projekly – Project Management, CRM, HR & Invo client.

Supported triggers and actions for Projekly – Project Management, CRM, HR & Invo and SharpSpring

Mix and match to build the exact automation you need

Projekly – Project Management, CRM, HR & Invo Triggers & Actions

Product is created in Projekly – Project Management, CRM, HR & Invo

Triggers the automation when a new product is created

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Client is created in Projekly – Project Management, CRM, HR & Invo

Triggers the automation when a new client is created

Try it →

Project is created in Projekly – Project Management, CRM, HR & Invo

Triggers the automation when a new project is created

Try it →

Task is created in Projekly – Project Management, CRM, HR & Invo

Triggers the automation when a new task is created

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Invoice is created in Projekly – Project Management, CRM, HR & Invo

Triggers the automation when a new invoice is created

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Event is created in Projekly – Project Management, CRM, HR & Invo

Triggers the automation when a new event is created

Try it →

Lead is created in Projekly – Project Management, CRM, HR & Invo

Triggers the automation when a new lead is created

Try it →

SharpSpring Triggers & Actions

Contact is created in SharpSpring

Triggers the automation when a new contact is created

Try it →

Account is created in SharpSpring

Triggers the automation when a new account is created

Try it →

Opportunity is created in SharpSpring

Triggers the automation when any opportunity is updated

Try it →

What can you automate with Projekly – Project Management, CRM, HR & Invo + SharpSpring?

Streamline lead capture, contact syncing, and project updates across your marketing and operational platforms.

Get Started For Free

🔄

Sync new leads into your CRM automatically

Create a contact in SharpSpring the moment a new lead is created in Projekly – Project Management, CRM, HR & Invo. Eliminate manual copy-pasting and ensure immediate follow-up.

📝

Capture every submitted field and detail

Map all available form answers and custom lead fields from Projekly – Project Management, CRM, HR & Invo directly into SharpSpring contact properties without losing data.

🔔

Alert your team the second a deal happens

Trigger instant team notifications in Slack or create tracking tasks in Asana whenever a new SharpSpring opportunity or Projekly – Project Management, CRM, HR & Invo invoice is created.

🔀

Route records based on submitted criteria

Evaluate incoming Projekly – Project Management, CRM, HR & Invo leads and apply conditional logic to create standard or enterprise contacts in SharpSpring accordingly.

🔄

Keep account records updated across platforms

Automatically update matching SharpSpring accounts whenever project timelines, invoices, or client details change in Projekly – Project Management, CRM, HR & Invo.

👥

Prevent duplicate records and entries

Search existing databases before creating new contacts or projects, ensuring your SharpSpring and Projekly – Project Management, CRM, HR & Invo accounts stay clean and organized.

📅

Manage status changes and milestone updates

Handle later project milestones and opportunity stage changes by updating account statuses and logging transaction details automatically.

🔗

Extend your workflow to team communication apps

Connect your core Projekly – Project Management, CRM, HR & Invo and SharpSpring automation to Slack, Google Sheets, or Asana to keep wider teams fully informed.

And much more...

Who is Projekly – Project Management, CRM, HR & Invo + SharpSpring integration for?

Operations, marketing, and project management teams eliminate manual data entry and keep pipeline records fully synchronized across both platforms.

Marketing directors

Sales representatives

Client account managers

Operations leads

Project coordinators

Finance officers

📈

Marketing directors

You manage campaign leads across multiple channels but your CRM pipeline only updates when someone manually exports contacts, so your conversion metrics are always lagging behind — automating both apps means every new lead lands in SharpSpring instantly and your reporting stays accurate.

⚡

Sales representatives

You need to act fast on inbound prospects, and you find out about new enquiries too late because notifications are trapped in separate systems — connecting these apps means every Projekly – Project Management, CRM, HR & Invo lead triggers an immediate SharpSpring contact so you can reach out first.

📋

Client account managers

You answer to external stakeholders who want to see real-time progress on onboarding, but project records and CRM accounts are constantly out of sync — with this integration, every project update flows seamlessly into SharpSpring and your client history remains complete.

🔄

Operations leads

The volume of new enquiries is too high for anyone to keep up by hand, leading to missed client files and broken handoffs between teams — automating both apps means every submission, task, and invoice syncs instantly without manual intervention.

🎯

Project coordinators

You own the delivery phase and depend on sales to hand over accurate account data, but manual copying creates frequent gaps in project scopes — this integration means every new SharpSpring opportunity creates a Projekly – Project Management, CRM, HR & Invo project with complete details.

📊

Finance officers

You need a reliable history of billing events and keep finding missing invoices between your project tools and marketing records — automating both apps means every invoice and account update is logged accurately across your entire tech stack.

Try This Integration – No Code Needed

Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Projekly – Project Management, CRM, HR & Invo + SharpSpring

Build and manage your Projekly – Project Management, CRM, HR & Invo + SharpSpring automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Projekly – Project Management, CRM, HR & Invo + SharpSpring with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Projekly – Project Management, CRM, HR & Invo to SharpSpring?

You can connect Projekly – Project Management, CRM, HR & Invo to SharpSpring in one click using Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build your custom automation. It takes minutes and requires no coding skills.

Can I automatically create SharpSpring contacts when a new lead is created in Projekly – Project Management, CRM, HR & Invo?

Can I connect Projekly – Project Management, CRM, HR & Invo, SharpSpring, and Slack?

What is a good Zapier alternative for Projekly – Project Management, CRM, HR & Invo and SharpSpring?

How does Projekly – Project Management, CRM, HR & Invo handle lead data during automation?

How do SharpSpring contacts update when project data changes?

Can I set up this integration without any coding experience?

Is the Projekly – Project Management, CRM, HR & Invo and SharpSpring integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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Projekly – Project Management, CRM, HR & Invo + SharpSpring Integration

Integrate Projekly – Project Management, CRM, HR & Invo to SharpSpring in one click, or tell Integrately AI how you want each lead handled. Capture every enquiry, create and update contacts, trigger follow-ups, and keep your marketing and project pipelines fully aligned automatically.

Trusted by experts at...

Ready Workflows for Projekly – Project Management, CRM, HR & Invo + SharpSpring Integration

Capture leads, create contacts, update accounts, alert your team, and trigger marketing follow-ups, all in just one click.

Create SharpSpring contact for new Projekly client

Update SharpSpring contact from new Projekly client

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Projekly – Project Management, CRM, HR & Invo + SharpSpring flow

Sync captured lead data into team chats, accounting sheets, and task managers to keep every department updated. Pick a combination and activate it in one click.

Supported triggers and actions for Projekly – Project Management, CRM, HR & Invo and SharpSpring

Mix and match to build the exact automation you need

What can you automate with Projekly – Project Management, CRM, HR & Invo + SharpSpring?

Streamline lead capture, contact syncing, and project updates across your marketing and operational platforms.

Who is Projekly – Project Management, CRM, HR & Invo + SharpSpring integration for?

Operations, marketing, and project management teams eliminate manual data entry and keep pipeline records fully synchronized across both platforms.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Projekly – Project Management, CRM, HR & Invo + SharpSpring

Build and manage your Projekly – Project Management, CRM, HR & Invo + SharpSpring automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Projekly – Project Management, CRM, HR & Invo or SharpSpring With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Projekly – Project Management, CRM, HR & Invo + SharpSpring Integration

Integrate Projekly – Project Management, CRM, HR & Invo to SharpSpring in one click, or tell Integrately AI how you want each lead handled. Capture every enquiry, create and update contacts, trigger follow-ups, and keep your marketing and project pipelines fully aligned automatically.

Trusted by experts at...

Ready Workflows for Projekly – Project Management, CRM, HR & Invo + SharpSpring Integration

Capture leads, create contacts, update accounts, alert your team, and trigger marketing follow-ups, all in just one click.

Create SharpSpring contact for new Projekly client

Update SharpSpring contact from new Projekly client

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Projekly – Project Management, CRM, HR & Invo + SharpSpring flow

Sync captured lead data into team chats, accounting sheets, and task managers to keep every department updated. Pick a combination and activate it in one click.

Supported triggers and actions for Projekly – Project Management, CRM, HR & Invo and SharpSpring

Mix and match to build the exact automation you need

What can you automate with Projekly – Project Management, CRM, HR & Invo + SharpSpring?

Streamline lead capture, contact syncing, and project updates across your marketing and operational platforms.

Who is Projekly – Project Management, CRM, HR & Invo + SharpSpring integration for?

Operations, marketing, and project management teams eliminate manual data entry and keep pipeline records fully synchronized across both platforms.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Projekly – Project Management, CRM, HR & Invo + SharpSpring

Build and manage your Projekly – Project Management, CRM, HR & Invo + SharpSpring automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Projekly – Project Management, CRM, HR & Invo or SharpSpring With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click