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Plutio + Follow Up Boss Integration

Plutio + Follow Up Boss Integration

Connect Plutio to Follow Up Boss in 1 click

Popular Plutio + Follow Up Boss Workflows

Follow Up Boss + Plutio Integration

Create Plutio task for new Follow Up Boss contact

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

When you create a contact in Follow Up Boss, 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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Follow Up Boss + Plutio Integration

Create Plutio task for new Follow Up Boss deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Plutio to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Follow Up Boss? Well now there is!

With our integration between Follow Up Boss and Plutio, creating task in Plutio is now easier than ever. Whenever a deal is created in Follow Up Boss, you can automatically create a corresponding task in Plutio to keep your team up-to-date.
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Follow Up Boss + Plutio Integration

Create Plutio person for new Follow Up Boss contact

Follow Up Boss 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 Follow Up Boss, you'll automatically receive a corresponding person record in Plutio.
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Plutio + Follow Up Boss Integration

Create Follow Up Boss contact for new Plutio proposal

If your business uses Plutio to create proposal, you'll want to make sure that your Follow Up Boss 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 Follow Up Boss 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 Follow Up Boss.
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Plutio + Follow Up Boss Integration

Create Follow Up Boss task for new Plutio proposal

With this Follow Up Boss and Plutio integration, it is easier than ever to create proposal. Now, when you create a proposal in Plutio, a corresponding task will be created in Follow Up Boss.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
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Plutio + Follow Up Boss Integration

Create Follow Up Boss deal for new Plutio proposal

With this integration, whenever a proposal is created in Plutio, it can be automatically create an deal in Follow Up Boss. This saves time and ensures that your proposal and deal are always in sync.

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 Follow Up Boss, you'll be able to work smarter, not harder.
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What Do You Want To Automate?
Plutio + Follow Up Boss Integration
When
  • Catch all events in Plutio
    Catch all events in Plutio Instant
  • Project is created in Plutio
    Project is created in Plutio Instant
  • Task is created in Plutio
    Task is created in Plutio Instant
  • Invoice is created in Plutio
    Invoice is created in Plutio Instant
  • Person is created in Plutio
    Person is created in Plutio Instant
  • Contract is created in Plutio
    Contract is created in Plutio Instant
  • Company is created in Plutio
    Company is created in Plutio Instant
  • Task board is created in Plutio
    Task board is created in Plutio Instant
  • Task group is created in Plutio
    Task group is created in Plutio Instant
  • Template is created in Plutio
    Template is created in Plutio Instant
  • Invoice is updated in Plutio
    Invoice is updated in Plutio Instant
  • Task is updated in Plutio
    Task is updated in Plutio Instant
  • Project is updated in Plutio
    Project is updated in Plutio Instant
  • Company is updated in Plutio
    Company is updated in Plutio Instant
  • Contract is updated in Plutio
    Contract is updated in Plutio Instant
  • Proposal is created in Plutio
    Proposal is created in Plutio Instant
  • Form is created in Plutio
    Form is created in Plutio Instant
  • Form is submitted in Plutio
    Form is submitted in Plutio Instant
  • Contact is created in Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Deal is created in Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Tag is added to contact in Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Person stage is updated in Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Appointment is created in Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • Deal is updated in Follow Up Boss
    Deal is updated in Follow Up Boss Instant
Automatically
  • Create Invoice in Plutio
    Create Invoice in Plutio
  • Create Task in Plutio
    Create Task in Plutio
  • Create Person in Plutio
    Create Person in Plutio
  • Create Task Board in Plutio
    Create Task Board in Plutio
  • Create Task Group in Plutio
    Create Task Group in Plutio
  • Delete Invoice in Plutio
    Delete Invoice in Plutio
  • Delete Person in Plutio
    Delete Person in Plutio
  • Update Invoice in Plutio
    Update Invoice in Plutio
  • Update Person in Plutio
    Update Person in Plutio
  • Update Task in Plutio
    Update Task in Plutio
  • Move a Task in Plutio
    Move a Task in Plutio
  • Find person/people in Plutio
    Find person/people in Plutio
  • Delete block in Plutio
    Delete block in Plutio
  • Create Note in Plutio
    Create Note in Plutio
  • Find invoice in Plutio
    Find invoice in Plutio
  • Create Project in Plutio
    Create Project in Plutio
  • Find person by Id in Plutio
    Find person by Id in Plutio
  • Create company in Plutio
    Create company in Plutio
  • Update company in Plutio
    Update company in Plutio
  • Create contract in Plutio
    Create contract in Plutio
  • Update contract in Plutio
    Update contract in Plutio
  • Create person conversation in Plutio
    Create person conversation in Plutio
  • Create proposal in Plutio
    Create proposal in Plutio
  • Update proposal in Plutio
    Update proposal in Plutio
  • Find task in Plutio
    Find task in Plutio
  • Apply an action plan to a contact in Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Create note in Follow Up Boss
    Create note in Follow Up Boss
  • Pause an action plan for a contact in Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Create contact without triggering action plans in Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Update contact without triggering action plans in Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Create collaborators in Follow Up Boss
    Create collaborators in Follow Up Boss
  • Reassign agent in Follow Up Boss
    Reassign agent in Follow Up Boss
  • Add tags to a contact in Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Change stage of a contact in Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Create inquiry or website event in Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Create deal in Follow Up Boss
    Create deal in Follow Up Boss
  • Log call in Follow Up Boss
    Log call in Follow Up Boss
  • Create task in Follow Up Boss
    Create task in Follow Up Boss
  • Search contact in Follow Up Boss
    Search contact in Follow Up Boss

You can also customize or create your own automation and add conditions and
multiple actions
etc. And that is also really easy in Integrately.

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Integrately is a 1 click integration platform for non-techies. You can also build
your own automations, without any code.

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For 900+ Apps

All you need to do is select automation and
activate it. That’s it.

Why Plutio & Follow Up Boss Users Integrately

Plutio + Follow Up Boss Integration
Ready Automations

Integrate Plutio & Follow Up Boss In 1 Click And Save Time & Money Both

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 & Follow Up Boss with 900+ 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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