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Plutio + PersistIQ Integration

Plutio + PersistIQ Integration

Connect Plutio to PersistIQ in 1 click

Popular Plutio + PersistIQ Workflows

PersistIQ + Plutio Integration

Create Plutio task for new PersistIQ prospect

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

When you create a prospect in PersistIQ, 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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PersistIQ + Plutio Integration

Create Plutio person for new PersistIQ prospect

PersistIQ 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 prospect.

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

Create PersistIQ prospect for new Plutio proposal

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

You can Add Conditions / More Apps in the next steps

  • Form is created in Plutio
    Form is created in Plutio Instant
  • Form is submitted in Plutio
    Form is submitted in Plutio Instant
  • Catch all events in Plutio
    Catch all events in Plutio Instant
  • Prospect is created in PersistIQ
    Prospect is created in PersistIQ
  • Project is created in Plutio
    Project is created in Plutio Instant
  • Task is created in Plutio
    Task is created in Plutio Instant
  • Invoice is created in Plutio
    Invoice is created in Plutio Instant
  • Person is created in Plutio
    Person is created in Plutio Instant
  • Contract is created in Plutio
    Contract is created in Plutio Instant
  • Company is created in Plutio
    Company is created in Plutio Instant
  • Task board is created in Plutio
    Task board is created in Plutio Instant
  • Task group is created in Plutio
    Task group is created in Plutio Instant
  • Template is created in Plutio
    Template is created in Plutio Instant
  • Invoice is updated in Plutio
    Invoice is updated in Plutio Instant
  • Task is updated in Plutio
    Task is updated in Plutio Instant
  • Project is updated in Plutio
    Project is updated in Plutio Instant
  • Company is updated in Plutio
    Company is updated in Plutio Instant
  • Contract is updated in Plutio
    Contract is updated in Plutio Instant
  • Proposal is created in Plutio
    Proposal is created in Plutio Instant
  • Delete block in Plutio
    Delete block in Plutio
  • Create company in Plutio
    Create company in Plutio
  • Find task in Plutio
    Find task in Plutio
  • Update company in Plutio
    Update company in Plutio
  • Create contract in Plutio
    Create contract in Plutio
  • Update contract in Plutio
    Update contract in Plutio
  • Create person conversation in Plutio
    Create person conversation in Plutio
  • Create proposal in Plutio
    Create proposal in Plutio
  • Update proposal in Plutio
    Update proposal in Plutio
  • Create Invoice in Plutio
    Create Invoice in Plutio
  • Create Task in Plutio
    Create Task in Plutio
  • Create Person in Plutio
    Create Person in Plutio
  • Create Task Board in Plutio
    Create Task Board in Plutio
  • Create Task Group in Plutio
    Create Task Group in Plutio
  • Delete Invoice in Plutio
    Delete Invoice in Plutio
  • Delete Person in Plutio
    Delete Person in Plutio
  • Update Invoice in Plutio
    Update Invoice in Plutio
  • Update Person in Plutio
    Update Person in Plutio
  • Update Task in Plutio
    Update Task in Plutio
  • Create Project in Plutio
    Create Project in Plutio
  • Move a Task in Plutio
    Move a Task in Plutio
  • Search person/people in Plutio
    Search person/people in Plutio
  • Get person by Id in Plutio
    Get person by Id in Plutio
  • Search invoice in Plutio
    Search invoice in Plutio
  • Add prospect to campaign in PersistIQ
    Add prospect to campaign in PersistIQ
  • Add do not contact domain in PersistIQ
    Add do not contact domain in PersistIQ
  • Create or update prospect in PersistIQ
    Create or update prospect in PersistIQ
  • Update prospect status in PersistIQ
    Update prospect status in PersistIQ
  • Create prospect in PersistIQ
    Create prospect in PersistIQ
  • Create Note in Plutio
    Create Note in Plutio

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Why Plutio & PersistIQ Users Integrately

Plutio + PersistIQ Integration
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Plutio & PersistIQ with 1000+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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