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Plutio + Close Integration

Plutio + Close Integration

Connect Plutio to Close in 1 click

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Popular Plutio + Close Workflows

Plutio + Close Integration

Create Close contact for new Plutio proposal

If your business uses Plutio to create proposal, you'll want to make sure that your Close 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 Close 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 Close.
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Plutio + Close Integration

Create Close task for new Plutio proposal

With this Close 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 Close.

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 + Close Integration

Create Close opportunity for new Plutio proposal

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

Create Plutio task for new Close contact

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

When you create a contact in Close, 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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Close + Plutio Integration

Create Plutio task for new Close 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 Close? Well now there is!

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

Create Plutio person for new Close contact

Close 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 Close, you'll automatically receive a corresponding person record in Plutio.
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Close + Plutio Integration

Create Plutio task for new Close task

Close 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 Close. Plutio is a great tool for this.

All you need to do is - integrate Plutio with Close to create task in Plutio automatically when certain task occur in Close. This can save you time by not having to manually create tasks in both systems.
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What Do You Want To Automate?
Plutio + Close Integration
When
  • Catch all events in Plutio
    Catch all events in Plutio Instant
  • Project is created in Plutio
    Project is created in Plutio Instant
  • Task is created in Plutio
    Task is created in Plutio Instant
  • Invoice is created in Plutio
    Invoice is created in Plutio Instant
  • Person is created in Plutio
    Person is created in Plutio Instant
  • Contract is created in Plutio
    Contract is created in Plutio Instant
  • Company is created in Plutio
    Company is created in Plutio Instant
  • Task board is created in Plutio
    Task board is created in Plutio Instant
  • Task group is created in Plutio
    Task group is created in Plutio Instant
  • Template is created in Plutio
    Template is created in Plutio Instant
  • Invoice is updated in Plutio
    Invoice is updated in Plutio Instant
  • Task is updated in Plutio
    Task is updated in Plutio Instant
  • Project is updated in Plutio
    Project is updated in Plutio Instant
  • Company is updated in Plutio
    Company is updated in Plutio Instant
  • Contract is updated in Plutio
    Contract is updated in Plutio Instant
  • Proposal is created in Plutio
    Proposal is created in Plutio Instant
  • Form is created in Plutio
    Form is created in Plutio Instant
  • Form is submitted in Plutio
    Form is submitted in Plutio Instant
  • Lead is created using search query in Close
    Lead is created using search query in Close
  • Note is created in Close
    Note is created in Close
  • Contact is created in Close
    Contact is created in Close Instant
  • Call is created in Close
    Call is created in Close Instant
  • Email is created in Close
    Email is created in Close Instant
  • Lead Status change is created in Close
    Lead Status change is created in Close Instant
  • Membership is activated in Close
    Membership is activated in Close Instant
  • Opportunity status change is created in Close
    Opportunity status change is created in Close Instant
  • Email Sequence Subscription created or updated in Close
    Email Sequence Subscription created or updated in Close Instant
  • Call is updated in Close
    Call is updated in Close Instant
  • Export is created in Close
    Export is created in Close Instant
  • Lead is created in Close
    Lead is created in Close Instant
  • Meeting is created in Close
    Meeting is created in Close Instant
  • Opportunity is created in Close
    Opportunity is created in Close Instant
  • SMS is created in Close
    SMS is created in Close Instant
  • Task is created in lead in Close
    Task is created in lead in Close Instant
Automatically
  • Create Invoice in Plutio
    Create Invoice in Plutio
  • Create Task in Plutio
    Create Task in Plutio
  • Create Person in Plutio
    Create Person in Plutio
  • Create Task Board in Plutio
    Create Task Board in Plutio
  • Create Task Group in Plutio
    Create Task Group in Plutio
  • Delete Invoice in Plutio
    Delete Invoice in Plutio
  • Delete Person in Plutio
    Delete Person in Plutio
  • Update Invoice in Plutio
    Update Invoice in Plutio
  • Update Person in Plutio
    Update Person in Plutio
  • Update Task in Plutio
    Update Task in Plutio
  • Move a Task in Plutio
    Move a Task in Plutio
  • Find person/people in Plutio
    Find person/people in Plutio
  • Delete block in Plutio
    Delete block in Plutio
  • Create Note in Plutio
    Create Note in Plutio
  • Find invoice in Plutio
    Find invoice in Plutio
  • Create Project in Plutio
    Create Project in Plutio
  • Find person by Id in Plutio
    Find person by Id in Plutio
  • Create company in Plutio
    Create company in Plutio
  • Update company in Plutio
    Update company in Plutio
  • Create contract in Plutio
    Create contract in Plutio
  • Update contract in Plutio
    Update contract in Plutio
  • Create person conversation in Plutio
    Create person conversation in Plutio
  • Create proposal in Plutio
    Create proposal in Plutio
  • Update proposal in Plutio
    Update proposal in Plutio
  • Find task in Plutio
    Find task in Plutio
  • Create contact in Close
    Create contact in Close
  • Create lead in Close
    Create lead in Close
  • Update lead in Close
    Update lead in Close
  • Add address to lead in Close
    Add address to lead in Close
  • Delete logged call in Close
    Delete logged call in Close
  • Delete email in Close
    Delete email in Close
  • Delete email address from contact in Close
    Delete email address from contact in Close
  • Merge two leads in Close
    Merge two leads in Close
  • Create bulk email in Close
    Create bulk email in Close
  • Create bulk sequence subscription action in Close
    Create bulk sequence subscription action in Close
  • Run activity overview report in Close
    Run activity overview report in Close
  • Create call in Close
    Create call in Close
  • Create email in Close
    Create email in Close
  • Create custom activity in Close
    Create custom activity in Close
  • Create export in Close
    Create export in Close
  • Create note in Close
    Create note in Close
  • Create opportunity in Close
    Create opportunity in Close
  • Run sent email report in Close
    Run sent email report in Close
  • Run opportunity report in Close
    Run opportunity report in Close
  • Create smart view in Close
    Create smart view in Close
  • Subscribe Contact to Email Sequence in Close
    Subscribe Contact to Email Sequence in Close
  • Run status change report in Close
    Run status change report in Close
  • Create SMS in Close
    Create SMS in Close
  • Create task in Close
    Create task in Close
  • Update call in Close
    Update call in Close
  • Toggle Forwarding on Phone Number in Close
    Toggle Forwarding on Phone Number in Close
  • Update custom activity in Close
    Update custom activity in Close
  • Update contact in Close
    Update contact in Close
  • Update opportunity in Close
    Update opportunity in Close
  • Update note in Close
    Update note in Close
  • Update smart view in Close
    Update smart view in Close
  • Update email sequence subscription in Close
    Update email sequence subscription in Close
  • Update task in Close
    Update task in Close
  • Search contact in Close
    Search contact in Close
  • Search opportunity in Close
    Search opportunity in Close
  • Search call in Close
    Search call in Close
  • Search custom activity in Close
    Search custom activity in Close
  • Search email sequence subscription in Close
    Search email sequence subscription in Close
  • Search lead in Close
    Search lead in Close
  • Search user in Close
    Search user in Close
  • Search number of Leads in Query in Close
    Search number of Leads in Query in Close
  • Search connected account in Close
    Search connected account in Close
  • Search note in Close
    Search note in Close
  • Search task in Close
    Search task in Close
  • Search activity by id in Close
    Search activity by id in Close

You can also customize or create your own automation and add conditions and
multiple actions
etc. And that is also really easy in Integrately.

What is Integrately?

Integrately is a 1 click integration platform for non-techies. You can also build
your own automations, without any code.

What Is integrately?

Ready Automations
For 900+ Apps

All you need to do is select automation and
activate it. That’s it.

Connect Plutio to Close Now
In Just 1 Click!

Why Plutio & Close Users Integrately

Plutio + Close Integration
Ready Automations

Integrate Plutio & Close In 1 Click And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Plutio & Close with 900+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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Zapier : 750 tasks in $19.99,
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