Popular Plutio + 4Leads Workflows
Create 4Leads contact for new Plutio proposal
But what if you could automatically create a contact in 4Leads 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 4Leads.
Create Plutio task for new 4Leads contact
When you create a contact in 4Leads, 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.
Create Plutio person for new 4Leads 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 4Leads, you'll automatically receive a corresponding person record in Plutio.
When Contact is created in 4Leads > Check any condition > Create Task in Plutio
When Task is updated in Plutio > Check any condition > Create Contact in 4Leads
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Work smarter with Plutio's project management features. Collaborate with clients to manage tasks, proposals and contracts. Send invoices and get paid online instantly!
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