Fluent CRM + Plutio Integration

Connect Fluent CRM to Plutio - Automate your workflows in 1-click

Make use of Fluent CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Plutio automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s Fluent CRM + Plutio integration.
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Ready Workflows For Fluent CRM + Plutio Integration

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Fluent CRM + Plutio Integration

Create Plutio task for new Fluent CRM contact

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

When you create a contact in Fluent CRM, 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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Fluent CRM + Plutio Integration

Create Plutio person for new Fluent CRM contact

Fluent CRM 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 Fluent CRM, you'll automatically receive a corresponding person record in Plutio.
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Create Your Own Fluent CRM & Plutio Integration Without Any Code

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2. Select what action you want to automate
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Fluent CRM + Plutio Integration
1.
  • Fluent CRM
    Contact is created in Fluent CRM

    Triggers the automation when a new contact is created

  • Fluent CRM
    Contact is updated in Fluent CRM

    Triggers the automation when a contact is updated

  • Plutio
    Project is created in Plutio

    Triggers the automation when a new project is created

    Instant
  • Plutio
    Project is updated in Plutio

    Triggers the automation when a project is updated

    Instant
  • Plutio
    Task is created in Plutio

    Triggers the automation when a new task is created

    Instant
  • Plutio
    Task is updated in Plutio

    Triggers the automation when any task is updated

    Instant
  • Plutio
    Invoice is created in Plutio

    Triggers the automation when any invoice is added or modified

    Instant
  • Plutio
    Invoice is updated in Plutio

    Triggers the automation when an invoice is updated

    Instant
  • Plutio
    Person is created in Plutio

    Triggers the automation when a new person is created

    Instant
  • Plutio
    Form is submitted in Plutio

    Triggers the automation when a form is filled

    Instant
  • Plutio
    Catch all events in Plutio

    Triggers the automation when any event occurs

    Instant
  • Plutio
    Template is created in Plutio

    Triggers the automation when a new template is created

    Instant
  • Plutio
    Proposal is created in Plutio

    Triggers the automation when a new proposal is created

    Instant
  • Plutio
    Form is created in Plutio

    Triggers the automation when a new form is created

    Instant
  • Plutio
    Contract is created in Plutio

    Triggers the automation when a new contract is created

    Instant
  • Plutio
    Contract is updated in Plutio

    Triggers the automation when a contract is modified

    Instant
  • Plutio
    Company is created in Plutio

    Triggers the automation when a new company is created

    Instant
  • Plutio
    Company is updated in Plutio

    Triggers the automation when a company is updated

    Instant
  • Plutio
    Task board is created in Plutio

    Triggers the automation when a task board is created

    Instant
  • Plutio
    Task group is created in Plutio

    Triggers the automation when a task group is created

    Instant
2.
  • Fluent CRM
    Create contact in Fluent CRM

    Adds a new contact to the database

  • Fluent CRM
    Search contact in Fluent CRM

    Finds and retrieves contact information

  • Fluent CRM
    Update contact in Fluent CRM

    Updates contact information with new details

  • Fluent CRM
    Add note to contact in Fluent CRM

    Adds a personalized note to a contact

  • Plutio
    Create Task in Plutio

    Creates a new task

  • Plutio
    Update Task in Plutio

    Updates the task with new information or changes

  • Plutio
    Move a Task in Plutio

    Move a task from one list or project to another

  • Plutio
    Create Person in Plutio

    Generates a new person

  • Plutio
    Search person/people in Plutio

    Searches for a person or people

  • Plutio
    Update Person in Plutio

    Updates the information of a person

  • Plutio
    Delete Person in Plutio

    Removes particular person from the database

  • Plutio
    Create Project in Plutio

    Creates a new project

  • Plutio
    Create Invoice in Plutio

    Generates invoices for sales transactions

  • Plutio
    Update Invoice in Plutio

    Updates invoice details based on new information

  • Plutio
    Delete Invoice in Plutio

    Deletes selected invoice records

  • Plutio
    Create person conversation in Plutio

    Starts a new conversation with a person

  • Plutio
    Create company in Plutio

    Generates a new company profile with given details

  • Plutio
    Create proposal in Plutio

    Generates a new proposal

  • Plutio
    Create contract in Plutio

    Generates a contract document based on particular criteria

  • Plutio
    Search invoice in Plutio

    Locates and retrieves invoices with

  • Plutio
    Get person by Id in Plutio

    Retrieves a person's information by their id

  • Plutio
    Find task in Plutio

    Locates and retrieves a task within the app

  • Plutio
    Update contract in Plutio

    Updates contract details and terms as needed

  • Plutio
    Delete block in Plutio

    Removes a block from the system

  • Plutio
    Update company in Plutio

    Updates company information

  • Plutio
    Update proposal in Plutio

    Updates the proposal with the latest changes and revisions

  • Plutio
    Create Task Board in Plutio

    Creates a new task board

  • Plutio
    Create Note in Plutio
  • Plutio
    Create Task Group in Plutio

    Creates a new group of tasks

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Integrate Fluent CRM & Plutio In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Fluent CRM or Plutio With 1200+ Other Apps

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Fluent is a sleek, intuitive and integrated WordPress CRM that helps you manage your leads from the very first touch-point to the most advanced stages of the sales funnel – all in one place.

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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!

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