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Popular Flexie CRM + Plutio Workflows
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Create Flexie CRM contact for new Plutio proposal
But what if you could automatically create a contact in Flexie 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 contact in Flexie CRM.
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Create Flexie CRM 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 Flexie CRM, you'll be able to work smarter, not harder.
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When Task is updated in Plutio > Check any condition > Create contact in Flexie CRM
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When Task is updated in Plutio > Check any condition > Create lead in Flexie CRM
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Create Your Own Flexie CRM & Plutio Integration Without Any Code
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Integrate Flexie 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!
Want to automate something else in your workflow?
You Can Also Connect Flexie CRM or Plutio With 1200+ Other Apps
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Flexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.
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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!
See Plutio Integrations❤Trusted by 42,000+ Customers
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