Capsule CRM + Plutio Integration

Connect Capsule CRM to Plutio - Automate your workflows in 1-click

Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Plutio automations to improve team communication and gain real-time visibility into project progress. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & Plutio using Integrately.
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Capsule CRM + Plutio Integration

Create Plutio task for new Capsule CRM person

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

When you create a person in Capsule 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.
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Capsule CRM + Plutio Integration

Create Plutio task for new Capsule CRM task

Capsule 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 Capsule CRM. Plutio is a great tool for this.

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

Create Plutio task for new Capsule CRM opportunity

Imagine this scenario: you've just negotiated a great opportunity 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 opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Capsule CRM? Well now there is!

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

Create Plutio person for new Capsule CRM person

Capsule 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 person.

But don't worry anymore. With this Plutio Salesforce integration, you can connect your person and person records, so that when a new person is created in Capsule CRM, you'll automatically receive a corresponding person record in Plutio.
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Plutio + Capsule CRM Integration

Create Capsule CRM person for new Plutio proposal

If your business uses Plutio to create proposal, you'll want to make sure that your Capsule CRM account is up-to-date with the latest person 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 person in Capsule CRM 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 person in Capsule CRM.
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Plutio + Capsule CRM Integration

Create Capsule CRM task for new Plutio proposal

With this Capsule CRM and Plutio integration, it is easier than ever to create proposal. Now, when you create a proposal in Plutio, a corresponding task will be created in Capsule CRM.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
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Plutio + Capsule CRM Integration

Create Capsule CRM opportunity for new Plutio proposal

With this integration, whenever a proposal is created in Plutio, it can be automatically create an opportunity in Capsule CRM. 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 Capsule CRM, you'll be able to work smarter, not harder.
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Capsule CRM + Plutio Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation when a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation when a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation when a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation when any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation when any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation when any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation when a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation when any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation when a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation when any organization's profile is modified

    Instant
  • Plutio
    Project is created in Plutio

    Triggers the automation when a new project is created

    Instant
  • Plutio
    Project is updated in Plutio

    Triggers the automation when a project is updated

    Instant
  • Plutio
    Task is created in Plutio

    Triggers the automation when a new task is created

    Instant
  • Plutio
    Task is updated in Plutio

    Triggers the automation when any task is updated

    Instant
  • Plutio
    Invoice is created in Plutio

    Triggers the automation when any invoice is added or modified

    Instant
  • Plutio
    Invoice is updated in Plutio

    Triggers the automation when an invoice is updated

    Instant
  • Plutio
    Person is created in Plutio

    Triggers the automation when a new person is created

    Instant
  • Plutio
    Form is submitted in Plutio

    Triggers the automation when a form is filled

    Instant
  • Plutio
    Catch all events in Plutio

    Triggers the automation when any event occurs

    Instant
  • Plutio
    Template is created in Plutio

    Triggers the automation when a new template is created

    Instant
  • Plutio
    Proposal is created in Plutio

    Triggers the automation when a new proposal is created

    Instant
  • Plutio
    Form is created in Plutio

    Triggers the automation when a new form is created

    Instant
  • Plutio
    Contract is created in Plutio

    Triggers the automation when a new contract is created

    Instant
  • Plutio
    Contract is updated in Plutio

    Triggers the automation when a contract is modified

    Instant
  • Plutio
    Company is created in Plutio

    Triggers the automation when a new company is created

    Instant
  • Plutio
    Company is updated in Plutio

    Triggers the automation when a company is updated

    Instant
  • Plutio
    Task board is created in Plutio

    Triggers the automation when a task board is created

    Instant
  • Plutio
    Task group is created in Plutio

    Triggers the automation when a task group is created

    Instant
2.
  • Capsule CRM
    Create person in Capsule CRM

    Generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Searches for a milestone

  • Plutio
    Create Task in Plutio

    Creates a new task

  • Plutio
    Update Task in Plutio

    Updates the task with new information or changes

  • Plutio
    Move a Task in Plutio

    Move a task from one list or project to another

  • Plutio
    Create Person in Plutio

    Generates a new person

  • Plutio
    Search person/people in Plutio

    Searches for a person or people

  • Plutio
    Update Person in Plutio

    Updates the information of a person

  • Plutio
    Delete Person in Plutio

    Removes particular person from the database

  • Plutio
    Create Project in Plutio

    Creates a new project

  • Plutio
    Create Invoice in Plutio

    Generates invoices for sales transactions

  • Plutio
    Update Invoice in Plutio

    Updates invoice details based on new information

  • Plutio
    Delete Invoice in Plutio

    Deletes selected invoice records

  • Plutio
    Create person conversation in Plutio

    Starts a new conversation with a person

  • Plutio
    Create company in Plutio

    Generates a new company profile with given details

  • Plutio
    Create proposal in Plutio

    Generates a new proposal

  • Plutio
    Create contract in Plutio

    Generates a contract document based on particular criteria

  • Plutio
    Search invoice in Plutio

    Locates and retrieves invoices with

  • Plutio
    Get person by Id in Plutio

    Retrieves a person's information by their id

  • Plutio
    Find task in Plutio

    Locates and retrieves a task within the app

  • Plutio
    Update contract in Plutio

    Updates contract details and terms as needed

  • Plutio
    Delete block in Plutio

    Removes a block from the system

  • Plutio
    Update company in Plutio

    Updates company information

  • Plutio
    Update proposal in Plutio

    Updates the proposal with the latest changes and revisions

  • Plutio
    Create Task Board in Plutio

    Creates a new task board

  • Plutio
    Create Note in Plutio
  • Plutio
    Create Task Group in Plutio

    Creates a new group of tasks

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
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😍
2,000 Tasks
in $19.99
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Integrate Capsule CRM & Plutio In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Capsule CRM or Plutio With 1200+ Other Apps

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Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

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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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