Projekly + Squeezify Integration

Connect Projekly to Squeezify in 1 click

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1.
  • Projekly
    Invoice is created in Projekly
  • 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
    Event is created in Projekly
  • Projekly
    Lead is created in Projekly
  • Squeezify
    Order is created in Squeezify Instant
  • Squeezify
    Order is updated in Squeezify Instant
  • Squeezify
    Product is created in Squeezify Instant
  • Squeezify
    Product is updated in Squeezify Instant
  • Squeezify
    Contact is created or updated in Squeezify Instant
  • Squeezify
    Form response is created in Squeezify Instant
  • Squeezify
    Booking is created in Squeezify Instant
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2.

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Ready Workflows Ready Workflows   for Projekly + Squeezify Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Projekly + Squeezify Integration

Create Squeezify contact for new Projekly client

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

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

Create Projekly client for new Squeezify form submission

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

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

Create Projekly client for new Squeezify contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Projekly client and Squeezify contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Squeezify + Projekly Integration

Create Projekly task for new Squeezify form submission

Automatically creating a Projekly task for every new Squeezify form submission 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 form submission 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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Squeezify + Projekly Integration

Create Projekly client from new Squeezify order

As an online store owner, you're likely using Squeezify to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' client information.

But did you know that you can easily integrate Squeezify with Projekly? This integration will allow you to automatically create a client for each new order in Projekly.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Squeezify + Projekly Integration

Create Projekly task for new Squeezify event

Every time a new Squeezify event is created, this Squeezify - Projekly integration will generate a corresponding task in Projekly automatically. This helps ensure that your team is always aware of the new events and can take the appropriate action.

Plus, it saves you time by eliminating the need to manually create tasks in Projekly for all such Squeezify events. The task can be assigned to the relevant team member and include all the necessary details such as the date, time, and other details of the booking.

By having this process automated, it will ensure that every booking is properly managed and that no bookings are forgotten about or left unmanaged. Additionally, it will help to keep the team organized and on track, as they will always know what needs to be done and when.
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Squeezify + Projekly Integration

Create Projekly task for new Squeezify order

To stay on top of the new Squeezify orders, task creation in Projekly is essential. For example, entering Squeezify orders into inventory systems and keeping track of customers' shipping expectations can help streamline productivity. Additionally, setting up robust processes to ensure the timely delivery of goods and accurate order processing will keep customers satisfied.

With an organized system in place for managing Squeezify orders, businesses will have an easier time reaching success. Finally, businesses must also stay up-to-date on trends and consumer behavior. By understanding customer interests and needs, project managers can better determine the resources necessary to meet their expectations.

This deepened level of insight will help ensure that businesses are providing customers with the best possible shopping experience. With these strategies in place, businesses will be well-equipped to manage their Squeezify orders and stay competitive.
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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 Squeezify Automations from
Integrately Community

Most popularmost-popular-automations
01
Squeezify logo
ClickSend SMS logo
Send ClickSend SMS message for new Squeezify form submission
02
Squeezify logo
Twilio logo
Send Twilio sms for new Squeezify form submission
03
Squeezify logo
SendGrid logo
Send SendGrid email for new Squeezify form submission
04
Squeezify logo
MessageBird logo
Send MessageBird message for new Squeezify form submission
05
Squeezify logo
Online Live Support logo
Send Online Live Support message for new Squeezify form submission
cloud
Squeezify
app integration
06
Squeezify logo
Mailjet logo
Send Mailjet message for new Squeezify form submission
07
Squeezify logo
MailerSend logo
Send MailerSend message for new Squeezify form submission
08
Squeezify logo
Telnyx logo
Send Telnyx message for new Squeezify form submission
09
Squeezify logo
SMS Idea logo
Send SMS Idea message for new Squeezify form submission
10
Squeezify logo
sms77 logo
Send sms77 message for new Squeezify form submission
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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.
Squeezify
Squeezify
Squeezify is an all-in-one platform that helps you build, market and sell your business online. We've got everything you need to start making money online in minutes.