Customerly + Plutio Integration

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

When you create a contact in Customerly, 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.

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

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