Close + Plutio Integration

Automatically updates the lead information

Automatically retrieves information for a particular lead

Automatically generates new leads for potential customers

Automatically updates the task

Automatically creates a new task

Automatically searches for a task

Automatically searches for a opportunity

Automatically updates the opportunity

Automatically creates a new instance of the support system

Automatically finds and retrieves contact information

Automatically adds a new contact to the database

Automatically updates contact information

Automatically creates a new note in the particular format

Automatically updates a note

Automatically searches for a note

Automatically adds a new contact to the contact list

Automatically searches for a user

Automatically creates a new SMS

Automatically logs a new custom activity

Automatically runs an activity overview report

Automatically removes a recorded phone conversation

Automatically generates a new data export

Automatically runs a sent email report

Automatically subscribes a contact to an email sequence

Automatically searches for a custom activity

Automatically updates lead information with address details

Automatically deletes particular emails from inbox

Automatically merges two leads

Automatically sends multiple emails to a list of recipients using a pre-set template

Automatically runs an opportunity report

Automatically creates a new smart view

Automatically runs a status change report

Automatically toggles forwarding on a phone number

Automatically updates a particular custom activity with new information

Automatically updates smart view

Automatically updates an email sequence subscription

Automatically removes an email address from a contact list

Automatically subscribes multiple leads to an email sequence in bulk

Automatically searches for an email sequence subscription

Automatically searches for the number of leads in a query

Automatically searches for linked accounts to streamline account management

Automatically retrieves a activity details by its ID

Automatically initiates a call to the recipient

Automatically updates call information

Automatically searches for a call

Automatically creates a new task

Automatically updates the task with new information or changes

Automatically move a task from one list or project to another

Automatically generates a new person

Automatically searches for a person or people

Automatically updates the information of a person

Automatically removes particular person from the database

Automatically creates a new project

Automatically generates invoices for sales transactions

Automatically updates invoice details based on new information

Automatically deletes selected invoice records

Automatically starts a new conversation with a person

Automatically generates a new company profile with given details

Automatically generates a new proposal

Automatically generates a contract document based on particular criteria

Automatically locate and retrieve invoices with

Automatically retrieves a person's information by their ID

Automatically locate and retrieve a task within the app

Automatically updates contract details and terms as needed

Automatically removes a block from the system

Automatically updates company information

Automatically updates the proposal with the latest changes and revisions

Automatically creates a new task board

Automatically creates a new group of tasks