JustCall + Plutio Integration

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

When you create a contact in JustCall, 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.

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

Every time a new JustCall event is created, this JustCall - Plutio integration will generate a corresponding task in Plutio automatically. This helps ensure that your team is always aware of the new events and can take the appropriate action.

Plus, it saves you time by eliminating the need to manually create tasks in Plutio for all such JustCall events. The task can be assigned to the relevant team member and include all the necessary details such as the date, time, and other details of the booking.

By having this process automated, it will ensure that every booking is properly managed and that no bookings are forgotten about or left unmanaged. Additionally, it will help to keep the team organized and on track, as they will always know what needs to be done and when.

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