Agile CRM + Plutio Integration

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

When you create a contact in Agile CRM, 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.

Agile CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Agile CRM. Plutio is a great tool for this.

All you need to do is - integrate Plutio with Agile CRM to create task in Plutio automatically when certain task occur in Agile CRM. This can save you time by not having to manually create tasks in both systems.

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Plutio to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Agile CRM? Well now there is!

With our integration between Agile CRM and Plutio, creating task in Plutio is now easier than ever. Whenever a deal is created in Agile CRM, you can automatically create a corresponding task in Plutio to keep your team up-to-date.

Agile CRM 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 Agile CRM, you'll automatically receive a corresponding person record in Plutio.