Projekly + TrackMage Integration

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Popular Projekly + TrackMage Workflows

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TrackMage + Projekly Integration

Create Projekly client from new TrackMage order

As an online store owner, you're likely using TrackMage 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 TrackMage 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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TrackMage + Projekly Integration

Create Projekly task for new TrackMage order

To stay on top of the new TrackMage orders, task creation in Projekly is essential. For example, entering TrackMage 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 TrackMage 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 TrackMage orders and stay competitive.
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Create Your Own Projekly & TrackMage Integration Without Any Code

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Projekly + TrackMage Integration
1.
  • Projekly
    Event 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
    Invoice is created in Projekly
  • Projekly
    Lead is created in Projekly
  • TrackMage
    Order is created in TrackMage Instant
  • TrackMage
    Order is updated in TrackMage Instant
  • TrackMage
    Order is deleted in TrackMage Instant
  • TrackMage
    Shipment is created in TrackMage Instant
  • TrackMage
    Shipment tracking status is changed in TrackMage Instant
  • TrackMage
    Shipment is updated in TrackMage Instant
  • TrackMage
    Shipment is deleted in TrackMage Instant
2.
  • Projekly
    Create task in Projekly
  • Projekly
    Create invoice in Projekly
  • Projekly
    Create event in Projekly
  • Projekly
    Create project 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
  • 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
  • TrackMage
    Create tracking page link in TrackMage
  • TrackMage
    Create shipment in TrackMage
  • TrackMage
    Search shipment in TrackMage
  • TrackMage
    Create order in TrackMage
  • TrackMage
    Search order in TrackMage
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