Plutio + Apollo Integration

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Plutio + Apollo Integration

Create Apollo opportunity for new Plutio proposal

With this integration, whenever a proposal is created in Plutio, it can be automatically create an opportunity in Apollo. This saves time and ensures that your proposal and opportunity are always in sync.

Having your proposal and opportunity data in the same system makes it easy to track the progress of your sales pipeline and make decisions about where to focus your efforts. With seamless integration between Plutio and Apollo, you'll be able to work smarter, not harder.
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Plutio + Apollo Integration

Create Apollo contact for new Plutio proposal

If your business uses Plutio to create proposal, you'll want to make sure that your Apollo account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Apollo each time you created a proposal? With this integration, you can! When you create a new proposal in Plutio, Integrately will automatically create a new contact in Apollo.
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Apollo + Plutio Integration

Create Plutio task for new Apollo contact

Apollo and Plutio are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Apollo, do you also create a task in Plutio? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Apollo + Plutio Integration

Create Plutio person for new Apollo contact

Apollo is a great CRM tool for managing customer data, but it can be time-consuming to create a new person record in Plutio every time you add a new contact.

But don't worry anymore. With this Plutio Salesforce integration, you can connect your contact and person records, so that when a new contact is created in Apollo, you'll automatically receive a corresponding person record in Plutio.
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Plutio + Apollo Integration
1.
  • Plutio
    Project is created in Plutio Instant
  • Plutio
    Project is updated in Plutio Instant
  • Plutio
    Task is created in Plutio Instant
  • Plutio
    Task is updated in Plutio Instant
  • Plutio
    Invoice is created in Plutio Instant
  • Plutio
    Invoice is updated in Plutio Instant
  • Plutio
    Person is created in Plutio Instant
  • Plutio
    Form is submitted in Plutio Instant
  • Plutio
    Catch all events in Plutio Instant
  • Plutio
    Template is created in Plutio Instant
  • Plutio
    Proposal is created in Plutio Instant
  • Plutio
    Form is created in Plutio Instant
  • Plutio
    Contract is created in Plutio Instant
  • Plutio
    Contract is updated in Plutio Instant
  • Plutio
    Company is created in Plutio Instant
  • Plutio
    Company is updated in Plutio Instant
  • Plutio
    Task board is created in Plutio Instant
  • Plutio
    Task group is created in Plutio Instant
  • Apollo
    Account is updated in Apollo Instant
  • Apollo
    Account is created in Apollo Instant
  • Apollo
    Contact is updated in Apollo Instant
  • Apollo
    Contact is created in Apollo Instant
  • Apollo
    Contact is updated in Apollo
  • Apollo
    Contact is created in Apollo
  • Apollo
    Account is created or updated in Apollo
2.
  • Plutio
    Create Task in Plutio
  • Plutio
    Update Task in Plutio
  • Plutio
    Move a Task in Plutio
  • Plutio
    Create Person in Plutio
  • Plutio
    Search person/people in Plutio
  • Plutio
    Update Person in Plutio
  • Plutio
    Delete Person in Plutio
  • Plutio
    Create Project in Plutio
  • Plutio
    Create Invoice in Plutio
  • Plutio
    Update Invoice in Plutio
  • Plutio
    Delete Invoice in Plutio
  • Plutio
    Create person conversation in Plutio
  • Plutio
    Create company in Plutio
  • Plutio
    Create proposal in Plutio
  • Plutio
    Create contract in Plutio
  • Plutio
    Search invoice in Plutio
  • Plutio
    Get person by Id in Plutio
  • Plutio
    Find task in Plutio
  • Plutio
    Update contract in Plutio
  • Plutio
    Delete block in Plutio
  • Plutio
    Update company in Plutio
  • Plutio
    Update proposal in Plutio
  • Plutio
    Create Task Board in Plutio
  • Plutio
    Create Note in Plutio
  • Plutio
    Create Task Group in Plutio
  • Apollo
    Bulk people enrichment in Apollo
  • Apollo
    Create opportunity in Apollo
  • Apollo
    Update opportunity in Apollo
  • Apollo
    Add contacts to sequence in Apollo
  • Apollo
    Search contact in Apollo
  • Apollo
    Create contact in Apollo
  • Apollo
    Remove contacts from sequence in Apollo
  • Apollo
    Update contact in Apollo
  • Apollo
    Update contact stage in Apollo
  • Apollo
    Search account in Apollo
  • Apollo
    Update account stage in Apollo
  • Apollo
    Enrich organization in Apollo
  • Apollo
    Create account in Apollo
  • Apollo
    Update account in Apollo
  • Apollo
    Enrich people using domain in Apollo
  • Apollo
    Get list by ID in Apollo
  • Apollo
    Search sequence in Apollo
  • Apollo
    People enrichment in Apollo
  • Apollo
    Update contact ownership in Apollo
  • Apollo
    Update account ownership in Apollo
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