Projekly + Survicate Integration

Connect Projekly to Survicate in 1 click

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Popular Projekly + Survicate Workflows

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Survicate + Projekly Integration

Create Projekly client for new Survicate survey response

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

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

Create Projekly task for new Survicate survey response

Automatically creating a Projekly task for every new Survicate survey 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 survey 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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Create Your Own Projekly & Survicate Integration Without Any Code

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Projekly + Survicate Integration
1.
  • Projekly
    Task is created in Projekly
  • Projekly
    Lead is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Project is created in Projekly
  • Projekly
    Client is created in Projekly
  • Projekly
    Product is created in Projekly
  • Survicate
    Question is answered in Survicate
  • Survicate
    Survey is created in Survicate
2.
  • 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
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Integrate Projekly & Survicate In 1 Click
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