Create PerfexCRM contact for new Plutio person
Plutio + PerfexCRM Integration
PerfexCRM + Plutio Integration
Connect PerfexCRM to Plutio in 1 click
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Popular PerfexCRM + Plutio Workflows
Create PerfexCRM contact for new Plutio proposal
If your business uses Plutio to create proposal, you'll want to make sure that your PerfexCRM 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 PerfexCRM 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 PerfexCRM.
See moreBut what if you could automatically create a contact in PerfexCRM 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 PerfexCRM.
When Task is updated in Plutio > Check any condition > Add staff in PerfexCRM
Plutio + PerfexCRM Integration
When Task is updated in Plutio > Check any condition > Create lead in PerfexCRM
Plutio + PerfexCRM Integration
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Create Your Own PerfexCRM & Plutio Integration Without Any Code
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3x-10x Less Expensive Than Popular Alternatives
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750 Tasks
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Integrately
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2,000 Tasks
in $19.99
Integrate PerfexCRM & Plutio In 1 Click
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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!
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PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.
See PerfexCRM Integrations
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