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Popular Bitrix24 + Plutio Workflows
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Create Bitrix24 contact for new Plutio proposal
But what if you could automatically create a contact in Bitrix24 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 Bitrix24.
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Create Bitrix24 deal for new Plutio proposal
Having your proposal and deal 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 Bitrix24, you'll be able to work smarter, not harder.
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Create Plutio task for new Bitrix24 contact
When you create a contact in Bitrix24, 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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Create Plutio task for new Bitrix24 deal
With our integration between Bitrix24 and Plutio, creating task in Plutio is now easier than ever. Whenever a deal is created in Bitrix24, you can automatically create a corresponding task in Plutio to keep your team up-to-date.
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Create Plutio person for new Bitrix24 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 Bitrix24, you'll automatically receive a corresponding person record in Plutio.
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When Contact is created in Bitrix24 > Check any condition > Create Task in Plutio
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When Contact is updated in Bitrix24 > Check any condition > Create Task in Plutio
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When Lead is created in Bitrix24 > Check any condition > Create Task in Plutio
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When Lead is updated in Bitrix24 > Check any condition > Create Task in Plutio
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When Task is updated in Plutio > Check any condition > Create contact in Bitrix24
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When Task is updated in Plutio > Check any condition > Create lead in Bitrix24
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Create Your Own Bitrix24 & Plutio Integration Without Any Code
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Integrate Bitrix24 & Plutio In 1 Click
And Save Time & Money Both
Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!
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Bitrix24 provides businesses with an integrated suite of tools for team collaboration and project management, as well as professional CRM and business analytics. Amplify your productivity and improve your profitability!
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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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