Projekly + Tarvent Integration

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Popular Projekly + Tarvent Workflows

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Projekly + Tarvent Integration

Create Tarvent contact for new Projekly client

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

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

Create Projekly client for new Tarvent 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 Tarvent 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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Tarvent + Projekly Integration

Create Projekly task for new Tarvent contact

Projekly and Tarvent are two powerful cloud-based tools that can be used to improve business productivity. Using this Projekly - Tarvent integration, you can automatically create task in Projekly whenever a new contact is created in Tarvent.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Projekly + Tarvent Integration
1.
  • Projekly
    Project is created in Projekly
  • Projekly
    Product is created in Projekly
  • Projekly
    Client is created in Projekly
  • Projekly
    Task is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Lead is created in Projekly
  • Tarvent
    Contact is bounced in Tarvent Instant
  • Tarvent
    Contact is created in Tarvent Instant
  • Tarvent
    Contact is added to audience in Tarvent Instant
  • Tarvent
    Contact is added or removed from group in Tarvent Instant
  • Tarvent
    Contact note is added in Tarvent Instant
  • Tarvent
    Tag is added to contact in Tarvent Instant
  • Tarvent
    Tag is removed from contact in Tarvent Instant
  • Tarvent
    Contact is unsubscribed in Tarvent Instant
  • Tarvent
    Contact profile is updated in Tarvent Instant
  • Tarvent
    Survey is submitted in Tarvent Instant
  • Tarvent
    Contact is subscribed in Tarvent Instant
2.
  • Projekly
    Create lead in Projekly
  • Projekly
    Create employee in Projekly
  • Projekly
    Create ticket in Projekly
  • Projekly
    Create client in Projekly
  • Projekly
    Create product in Projekly
  • Projekly
    Create project in Projekly
  • Projekly
    Create task in Projekly
  • Projekly
    Create invoice in Projekly
  • Projekly
    Create event in Projekly
  • Projekly
    Search invoice in Projekly
  • Projekly
    Update invoice in Projekly
  • Projekly
    Search project in Projekly
  • Projekly
    Update project in Projekly
  • Projekly
    Search product in Projekly
  • Projekly
    Update product in Projekly
  • Tarvent
    Add contact to suppression list in Tarvent
  • Tarvent
    Add contact to group in Tarvent
  • Tarvent
    Delete contact from group in Tarvent
  • Tarvent
    Update Contact Status in Tarvent
  • Tarvent
    Add contact to Journey in Tarvent
  • Tarvent
    Create contact in Tarvent
  • Tarvent
    Add note to contact in Tarvent
  • Tarvent
    Create audience group in Tarvent
  • Tarvent
    Remove contact from journey in Tarvent
  • Tarvent
    Add tag to contact in Tarvent
  • Tarvent
    Remove tag from contact in Tarvent
  • Tarvent
    Start or stop Journey in Tarvent
  • Tarvent
    Generate custom event in Tarvent
  • Tarvent
    Send campaign in Tarvent
  • Tarvent
    Search audience by name in Tarvent
  • Tarvent
    Search audience group in Tarvent
  • Tarvent
    Search campaign by name in Tarvent
  • Tarvent
    Search journey in Tarvent
  • Tarvent
    Search custom event in Tarvent
  • Tarvent
    Search contact by email in Tarvent
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