Metroleads + Plutio Integration

Connect Metroleads to Plutio - Automate your workflows in 1-click

Make use of Metroleads 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 Metroleads + Plutio integration.

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Ready Workflows For Metroleads + Plutio Integration

Just click on the workflow you want to automate

Create Metroleads lead for new Plutio person

Plutio + Metroleads Integration

Activate

Create Metroleads lead for new Plutio proposal

If your business uses Plutio to create proposal, you'll want to make sure that your Metroleads account is up-to-date with the latest lead 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 lead in Metroleads 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 lead in Metroleads.

Activate

When Task is updated in Plutio > Check any condition > Create lead in Metroleads

Plutio + Metroleads Integration

Activate

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Create Your Own Metroleads & Plutio Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Project is created in Plutio
Triggers the automation whenever a new project is created
Instant
Project is updated in Plutio
Triggers the automation whenever a project is updated
Instant
Task is created in Plutio
Triggers the automation whenever a new task is created
Instant
Task is updated in Plutio
Triggers the automation whenever a new template is created
Instant
Invoice is created in Plutio
Triggers the automation whenever any invoice is added or modified
Instant
Invoice is updated in Plutio
Triggers the automation whenever an invoice is updated
Instant
Person is created in Plutio
Triggers the automation whenever a new person is created
Instant
Form is submitted in Plutio
Triggers the automation whenever a form is filled
Instant
Catch all events in Plutio
Triggers the automation whenever any event occurs
Instant
Template is created in Plutio Instant
Proposal is created in Plutio
Triggers the automation whenever a new proposal is created
Instant
Form is created in Plutio
Triggers the automation whenever a new form is created
Instant
Contract is created in Plutio
Triggers the automation whenever a new contract is created
Instant
Contract is updated in Plutio
Triggers the automation whenever a contract is modified
Instant
Company is created in Plutio
Triggers the automation whenever a new company is created
Instant
Company is updated in Plutio
Triggers the automation whenever a company is updated
Instant
Task board is created in Plutio
Triggers the automation whenever a task board is created
Instant
Task group is created in Plutio
Triggers the automation whenever a task group is created
Instant

Create lead in Metroleads
Automatically generates new leads for potential customers
Search lead in Metroleads
Automatically retrieves information for a particular lead
Assign a lead in Metroleads
Automatically assigns leads to team members based on predefined criteria
Update lead in Metroleads
Automatically updates the lead information
Get recent leads in Metroleads
Automatically retrieves the most up-to-date leads
Unassign a lead in Metroleads
Automatically unassigns a lead
Create Task in Plutio
Automatically creates a new task
Update Task in Plutio
Automatically updates the task with new information or changes
Move a Task in Plutio
Automatically move a task from one list or project to another
Create Person in Plutio
Automatically generates a new person
Search person/people in Plutio
Automatically searches for a person or people
Update Person in Plutio
Automatically updates the information of a person
Delete Person in Plutio
Automatically removes particular person from the database
Create Project in Plutio
Automatically creates a new project
Create Invoice in Plutio
Automatically generates invoices for sales transactions
Update Invoice in Plutio
Automatically updates invoice details based on new information
Delete Invoice in Plutio
Automatically deletes selected invoice records
Create person conversation in Plutio
Automatically starts a new conversation with a person
Create company in Plutio
Automatically generates a new company profile with given details
Create proposal in Plutio
Automatically generates a new proposal
Create contract in Plutio
Automatically generates a contract document based on particular criteria
Search invoice in Plutio
Automatically locate and retrieve invoices with
Get person by Id in Plutio
Automatically retrieves a person's information by their ID
Find task in Plutio
Automatically locate and retrieve a task within the app
Update contract in Plutio
Automatically updates contract details and terms as needed
Delete block in Plutio
Automatically removes a block from the system
Update company in Plutio
Automatically updates company information
Update proposal in Plutio
Automatically updates the proposal with the latest changes and revisions
Create Task Board in Plutio
Automatically creates a new task board
Create Note in Plutio
Create Task Group in Plutio
Automatically 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

See Pricing

Integrate Metroleads & Plutio In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Metroleads or Plutio With 1200+ Other Apps

Metroleads is a platform that uses artificial intelligence and voice capabilities to help businesses increase their revenue. This platform is built keeping the customer in mind and hence even non-technical people can easily use it's features.

See Metroleads Integrations

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 Integrations