Popular Plutio + Streak Workflows
Create Streak contact for new Plutio person
Create Streak contact for new Plutio proposal
But what if you could automatically create a contact in Streak 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 Streak.
Create Streak task for new Plutio proposal
This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
Create Plutio task for new Streak contact
When you create a contact in Streak, 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.
Create Plutio task for new Streak task
All you need to do is - integrate Plutio with Streak to create task in Plutio automatically when certain task occur in Streak. This can save you time by not having to manually create tasks in both systems.
Create Plutio person for new Streak 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 Streak, you'll automatically receive a corresponding person record in Plutio.
When Contact is created in Streak > Check any condition > Create Task in Plutio
When Task is updated in Plutio > Check any condition > Add contact in Streak
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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 IntegrationsStreak provides a simple, efficient and intuitive solution for sales teams to track leads and manage their sales process without having to rely on email or outside applications.
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