Plutio + Customerly Integration

Connect Plutio to Customerly in 1 click

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Customerly + Plutio Integration

Create Plutio task for new Customerly contact

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

When you create a contact in Customerly, 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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Customerly + Plutio Integration

Create Plutio person for new Customerly contact

Customerly 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 Customerly, you'll automatically receive a corresponding person record in Plutio.
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Plutio + Customerly Integration

Create Customerly contact for new Plutio proposal

If your business uses Plutio to create proposal, you'll want to make sure that your Customerly 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 Customerly 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 Customerly.
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Plutio + Customerly Integration
1.
  • Plutio
    Project is created in Plutio Instant
  • Plutio
    Project is updated in Plutio Instant
  • Plutio
    Task is created in Plutio Instant
  • Plutio
    Task is updated in Plutio Instant
  • Plutio
    Invoice is created in Plutio Instant
  • Plutio
    Invoice is updated in Plutio Instant
  • Plutio
    Person is created in Plutio Instant
  • Plutio
    Form is submitted in Plutio Instant
  • Plutio
    Catch all events in Plutio Instant
  • Plutio
    Template is created in Plutio Instant
  • Plutio
    Proposal is created in Plutio Instant
  • Plutio
    Form is created in Plutio Instant
  • Plutio
    Contract is created in Plutio Instant
  • Plutio
    Contract is updated in Plutio Instant
  • Plutio
    Company is created in Plutio Instant
  • Plutio
    Company is updated in Plutio Instant
  • Plutio
    Task board is created in Plutio Instant
  • Plutio
    Task group is created in Plutio Instant
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly Instant
2.
  • Plutio
    Create Task in Plutio
  • Plutio
    Update Task in Plutio
  • Plutio
    Move a Task in Plutio
  • Plutio
    Create Person in Plutio
  • Plutio
    Search person/people in Plutio
  • Plutio
    Update Person in Plutio
  • Plutio
    Delete Person in Plutio
  • Plutio
    Create Project in Plutio
  • Plutio
    Create Invoice in Plutio
  • Plutio
    Update Invoice in Plutio
  • Plutio
    Delete Invoice in Plutio
  • Plutio
    Create person conversation in Plutio
  • Plutio
    Create company in Plutio
  • Plutio
    Create proposal in Plutio
  • Plutio
    Create contract in Plutio
  • Plutio
    Search invoice in Plutio
  • Plutio
    Get person by Id in Plutio
  • Plutio
    Find task in Plutio
  • Plutio
    Update contract in Plutio
  • Plutio
    Delete block in Plutio
  • Plutio
    Update company in Plutio
  • Plutio
    Update proposal in Plutio
  • Plutio
    Create Task Board in Plutio
  • Plutio
    Create Note in Plutio
  • Plutio
    Create Task Group in Plutio
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
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Integrate Plutio & Customerly In 1 Click
And Save Time & Money Both

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 & Customerly with 1100+ 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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