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

When someone completes your Beamer, a new client is automatically created in your Projekly – Project Management, CRM, HR & Invoicing. This way, you can quickly follow up with the nps response and turn them into a customer!

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

Automatically creating a Projekly – Project Management, CRM, HR & Invoicing task for every new Beamer nps 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 nps response will fall through the cracks and that your Projekly – Project Management, CRM, HR & Invoicing 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!

If you're using Beamer to manage your website's content, you can also use Projekly – Project Management, CRM, HR & Invoicing to create and manage task related to that content. When you create a new post in Beamer, this integration will automatically create a task for you in Projekly – Project Management, CRM, HR & Invoicing.

This can be helpful if you need to keep track of task that are associated with specific post. For example, if you need to add images or links to a post, Projekly – Project Management, CRM, HR & Invoicing can help you keep track of those task and make sure they get done.