Nutshell + Plutio Integration

Nutshell 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 person.

But don't worry anymore. With this Plutio Salesforce integration, you can connect your person and person records, so that when a new person is created in Nutshell, you'll automatically receive a corresponding person record in Plutio.

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

When you create a person in Nutshell, 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.