Nimble + Plutio Integration

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

When you create a contact in Nimble, 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.

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

With this Nimble 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 Nimble.

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!