Plutio + PerfexCRM Integration

Connect Plutio to PerfexCRM in 1 click

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Popular Plutio + PerfexCRM Workflows

Create PerfexCRM contact for new Plutio person

Plutio + PerfexCRM Integration

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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.

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When Task is updated in Plutio > Check any condition > Add staff in PerfexCRM

Plutio + PerfexCRM Integration

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When Task is updated in Plutio > Check any condition > Create lead in PerfexCRM

Plutio + PerfexCRM Integration

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Create Your Own Plutio & PerfexCRM Integration In Clicks

Create Automation

Project is created in Plutio Instant
Project is updated in Plutio Instant
Task is created in Plutio Instant
Task is updated in Plutio Instant
Invoice is created in Plutio Instant
Invoice is updated in Plutio Instant
Person is created in Plutio Instant
Form is submitted in Plutio Instant
Catch all events in Plutio Instant
Template is created in Plutio Instant
Proposal is created in Plutio Instant
Form is created in Plutio Instant
Contract is created in Plutio Instant
Contract is updated in Plutio Instant
Company is created in Plutio Instant
Company is updated in Plutio Instant
Task board is created in Plutio Instant
Task group is created in Plutio Instant

Create Task in Plutio
Update Task in Plutio
Move a Task in Plutio
Create Person in Plutio
Search person/people in Plutio
Update Person in Plutio
Delete Person in Plutio
Create Project in Plutio
Create Invoice in Plutio
Update Invoice in Plutio
Delete Invoice in Plutio
Create person conversation in Plutio
Create company in Plutio
Create proposal in Plutio
Create contract in Plutio
Search invoice in Plutio
Get person by Id in Plutio
Find task in Plutio
Update contract in Plutio
Delete block in Plutio
Update company in Plutio
Update proposal in Plutio
Create Task Board in Plutio
Create Note in Plutio
Create Task Group in Plutio
Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate Plutio & PerfexCRM 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 & PerfexCRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Plutio & PerfexCRM With 1100+ Other Apps

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 Integrations

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