Plutio + Upnify Integration

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

When you create a client in Upnify, 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.

Imagine this scenario: you've just negotiated a great opportunity 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 opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Upnify? Well now there is!

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

Upnify 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 client.

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

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