Ready workflows for Plutio + Flexie CRM Integration
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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.
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.
When Task is updated in Plutio > Check any condition > Create contact in Flexie CRM
When Task is updated in Plutio > Check any condition > Create lead in Flexie CRM
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Create Your Own Plutio & Flexie CRM Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Plutio & Flexie CRM
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Integrate Plutio & Flexie CRM In 1 Click
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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 & Flexie CRM with 1100+ 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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You Can Also Connect Plutio or Flexie CRM With 1100+ Other Apps
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 IntegrationsFlexie 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.
See Flexie CRM Integrations❤Trusted by 10,000+ Customers
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