Pluto and Salesflare
How to connect Pluto
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When tag Added to Contact in Pluto, find or create contact in Salesflare.
- When deal Stage Changed in Pluto, create opportunity in Salesflare.
- When deal Status Changed in Pluto, create opportunity in Salesflare.
- When new Contact Added in Pluto, find or create contact in Salesflare.
- When new Deal Created in Pluto, create opportunity in Salesflare.
- When new Note Created in Pluto, create internal note in Salesflare.
About Pluto
Pluto is a CRM and marketing automation platform designed for insurance agents.
Pluto operations on Zapier
Triggers (7)
Start a workflow when this happens
- Deal Stage Changed — Triggers when a deal is moved to a new stage in Pluto.
- Deal Status Changed — Triggers when a deal is marked as won or lost in Pluto.
- New Contact Added — Triggers when a new contact is added in Pluto.
- New Deal Created — Triggers when a new deal is added to a pipeline in Pluto.
- New Note Created — Triggers when a new note is created in Pluto.
Show 2 more triggers
- Tag Added to Contact — Triggers when a contact is added to a tag in Pluto.
- Tag Removed From Contact — Triggers when a tag is removed from a contact in Pluto.
Actions (7)
Things Salesflare can make it do
- Add Contact to Campaign — Add a contact to a campaign in Pluto.
- Add a Tag to Contact — Add a tag to a contact record in Pluto.
- Create a Deal — Create a new deal in Pluto pipeline.
- Create a Note — Add a note to a contact record in Pluto.
- Create/Update a Contact — Create or update a contact record in Pluto.
Show 2 more actions
- Remove Tag From Contact — Remove a tag from a contact record in Pluto.
- Stop All Campaigns — Remove a contact from all campaigns in Pluto.
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