Projekly – Project Management, CRM, HR & Invo
Teachable

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

Connect Projekly – Project Management, CRM, HR & Invo with Teachable in a few clicks

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

Create Teachable contact for new Projekly client

In order to keep your accounting and customer records in sync, when you create a client in Projekly, this automation will automatically create a contact in Teachable.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Projekly and Teachable!
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Teachable + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly task for new Teachable contact

If you're using Teachable and Projekly to manage your work, you'll want to make sure that contact-creation task are automatically created in Projekly. That way, you can easily keep track of who owes you what and when they're supposed to pay!
Teachable + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly client for new Teachable contact

If you are using Teachable, then you may want to also use Projekly to manage your customer relationships. With the help of this automation, whenever you create a contact in Teachable, a corresponding client will be created in Projekly.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Teachable + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly task for new Teachable order

If you use Teachable as your bookkeeping software, there's an easy way to create task in Projekly. With the help of this automation, whenever you create a new order in Teachable, a task will automatically be created in Projekly for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!
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Projekly – Project Management, CRM, HR & Invo
Teachable

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