Popular Plutio + PerfexCRM Workflows
Create PerfexCRM contact for new Plutio proposal
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.
When Task is updated in Plutio > Check any condition > Add staff in PerfexCRM
When Task is updated in Plutio > Check any condition > Create lead in PerfexCRM
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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 & PerfexCRM 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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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 IntegrationsPerfexCRM 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.
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