Marketo + Plutio

Create Plutio projects for new Marketo leads to streamline your workflow

Effortlessly manage new leads from Marketo by creating projects in Plutio with this seamless workflow. As soon as a new lead is added in Marketo, a project is generated in Plutio, enabling you to keep track of your contacts and tasks efficiently. Stay organized, save time, and concentrate on nurturing your leads to expand your business.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create ProjectCreates a new Pltuio Project
ActionWrite

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More things you can do with Marketo and Plutio

Discover other triggers and actions you can use with Marketo and Plutio

- Form
Trigger
Polling
Try It
New Program
Triggers when a new program is created.
Trigger
Polling
Try It
- List
- Additional Fields
Trigger
Polling
Try It
- External Company ID
  Required
Action
Write
- Folder
  Required
- Name
  Required
- Program Description
- Program type
  Required
- Channel
  Required
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- E-Mail Address
  Required
- Additional fields to retrieve
Action
Search

- Company Name
  Required
- External Company ID
  Required
Action
Search or write
- Entity Type
  Required
- Entity
  Required
- Block Type
  Required
Trigger
Polling
Try It
- Form
  Required
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Polling
Try It
- Project
  Required
- Task Board
  Required
- Task Group
  Required
Trigger
Polling
Try It
- Project
  Required
- Task Board
  Required
Trigger
Polling
Try It
- Entity Type
  Required
- Entity
  Required
- Type
  Required
Action
Write
- Person First Name
  Required
- Person Last Name
  Required
- Person Primary Email
  Required
- Person Primary Number
  Required
- Person Role
  Required
- Invite to Plutio?
  Required
- Invitation Message
Action
Write
- Project
  Required
- Task Board
  Required
- Task Group
  Required
- Task Title
- Task Description Text
- Task Description HTML
- Due Date
- Assigned To
Action
Write
- Project
  Required
- Task Board
  Required
- Task Group Title
  Required
Action
Write
- Invoice
Action
Write
- Person Object ID
  Required
Action
Write
- Invoice
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
Action
Write
- Project
  Required
- Task Board
  Required
- Task Group
  Required
- Task
  Required
- Task Title
- Task Description Text
- Task Description HTML
- Task Status
- Due Date
- Assigned To
Action
Write
- Email Address
- Phone Number
- First Name
- Last Name
- Role
- Status
Action
Search

- List
- Additional Fields
Trigger
Polling
Try It
- Zap_id
- Program Context
  Required
- Campaign Context
  Required
- Program Context
  Required
- Program Member Context
  Required
Trigger
Instant
Try It
- List
  Required
- Lead
  Required
Action
Write
- Partition
Action
Write
- Program
  Required
- Name
- Program Description
- Start Date
- End Date
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write
- Company Name
  Required
Action
Search
- Field to search
  Required
- Search value
  Required
- Additional fields to retrieve
Action
Search
- E-Mail Address
  Required
- Additional fields to retrieve
- Partition
Action
Search or write
New Form
Triggers when a new form is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new Invoice is created
Trigger
Polling
Try It
New Project
Triggers when a new Project is created.
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Entity Type
  Required
Trigger
Polling
Try It
- Entity Type
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
- Template Name
Action
Write
- Entity Type
- Project Name
  Required
- Template Name
Action
Write
- Project
  Required
- Task Board Title
  Required
Action
Write
- Block
  Required
Action
Write
- Person
  Required
Action
Write
- Project
  Required
- Task Board
  Required
- Task Group
  Required
- Task
  Required
- Task Position
  Required
Action
Write
- Person
  Required
- Person First Name
- Person Last Name
- Person Primary Email
- Person Primary Phone
- Person Role
Action
Write
- Entity Type
  Required
- Entity
  Required
Action
Search

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

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About Plutio

Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid online, collaborate with your clients and team, plus so much more.

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Project Management