OnePageCRM + Plutio Integration

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

Make use of OnePageCRM 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 OnePageCRM + Plutio integration.

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Ready Workflows For OnePageCRM + Plutio Integration

Just click on the workflow you want to automate

Create Plutio task for new OnePageCRM contact

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

When you create a contact in OnePageCRM, 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.

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Create Plutio task for new OnePageCRM deal

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 OnePageCRM? Well now there is!

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

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Create Plutio person for new OnePageCRM contact

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

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Create OnePageCRM contact for new Plutio proposal

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

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Create OnePageCRM contact for new Plutio person

Plutio + OnePageCRM Integration

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Create Your Own OnePageCRM & Plutio Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Deal is updated in OnePageCRM
Triggers the automation whenever a deal is updated
Contact is updated in OnePageCRM
Triggers the automation whenever a contact is updated
Contact is created in OnePageCRM
Triggers the automation whenever a new contact is added
Pending deal is created in OnePageCRM
Triggers the automation whenever a pending deal is created
Deal is won in OnePageCRM
Triggers the automation whenever a deal is won
Action is created in OnePageCRM
Triggers the automation whenever a new action is created
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 note attachment in OnePageCRM
Automatically creates a new note attachment
Add note to a contact in OnePageCRM
Automatically adds a note to a contact
Create contact in OnePageCRM
Automatically adds a new contact to the database
Search contact by name in OnePageCRM
Automatically find information about a contact using the name
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

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

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

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

OnePageCRM is the ideal platform that converts complexity into simplicity. Users can plan, track and convert leads into customers, reach targets on time and grow their business fast.

See OnePageCRM 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

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OnePageCRM + Plutio Integration

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

Ready Workflows For OnePageCRM + Plutio Integration

Create Plutio task for new OnePageCRM contact

Create Plutio task for new OnePageCRM deal

Create Plutio person for new OnePageCRM contact

Create OnePageCRM contact for new Plutio proposal

Create OnePageCRM contact for new Plutio person

Create Your Own OnePageCRM & Plutio Integration Without Any Code

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

Want to automate something else in your workflow?

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

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

OnePageCRM + Plutio Integration

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

Ready Workflows For OnePageCRM + Plutio Integration

Create Plutio task for new OnePageCRM contact

Create Plutio task for new OnePageCRM deal

Create Plutio person for new OnePageCRM contact

Create OnePageCRM contact for new Plutio proposal

Create OnePageCRM contact for new Plutio person

Create Your Own OnePageCRM & Plutio Integration Without Any Code

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

Want to automate something else in your workflow?

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

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

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

Automate Your Tedious Tasks
With A Single Click.