Kylas CRM + Plutio Integration

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

When you create a contact in Kylas 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.

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

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

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 Kylas CRM? Well now there is!

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

When Lead is updated in Kylas CRM then Create Task in Plutio