Pluto + WooSender

Create deals in Pluto when new opportunities are added or moved to pipeline/stage in WooSender

When a new opportunity is added or moved to a pipeline/stage within WooSender, this workflow initiates the creation of a deal in the Pluto app. This seamless integration ensures that sales progress is accurately tracked and updated in real-time, enhancing your organization's effectiveness and productivity. Get the best of both worlds by connecting WooSender with Pluto and make the most out of your sales data.

When this happens...
Opportunity Added or Moved to Pipeline/Stage
Opportunity Added or Moved to Pipeline/Stage
TriggerInstant
automatically do this!
Create a Deal
Create a new deal in Pluto pipeline.
ActionWrite

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Supported triggers and actions

Appointment Cancelled
Appointment Cancelled By WooSender
Trigger
Instant
Try It
Appointment Updated
Appointment Updated By WooSender
Trigger
Instant
Try It
New Contact
Triggers when a new contact has been added on WooSender.
Trigger
Instant
Try It
- PipelineRequired
- StageRequired
Trigger
Instant
Try It
- TagsRequired
Trigger
Instant
Try It

- TitleRequired
- Start timeRequired
- End timeRequired
- Appointment Assignee
- Description
- Contact ID
- Contact Email
- Contact Phone Number
- Contact Assignee
- Campaign
- Pipeline
- Stages
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write

- IdRequired
- TitleRequired
- Start timeRequired
- End TimeRequired
- Appointment AssigneeRequired
- Contact ID
- Contact Email
- Contact Phone Number
- Description
- Call Contact Automatically
- Resend notification based on the appointment changes
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search
- First search property name
- Second search property name
- Third search property name
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Search or write
Deal Stage Changed
Triggers when a deal is moved to a new stage in Pluto.
Trigger
Instant
Try It
New Contact Added
Triggers when a new contact is added in Pluto.
Trigger
Instant
Try It
New Note Created
Triggers when a new note is created in Pluto.
Trigger
Instant
Try It
- CampaignRequired
- Email
- Phone
- First Name
- Last Name
- Country
- Address
- State
- City
- Zip
- Company Name
Action
Write
- TagRequired
- Email
- Phone
- First Name
- Last Name
- Country
- Address
- State
- City
- Zip
- Company Name
Action
Write
- Deal Title
- Deal ValueRequired
- Insurance Company
- Policy Name
- Expected Closing Date
- Email
- Phone
- First Name
- Last Name
- Country
- Address
- State
- City
- Zip
- Company Name
- Deal Status
Action
Write
- Email
- Phone
Action
Write

Appointment Created
Appointment Created By WooSender
Trigger
Instant
Try It
Marked as Attention
Triggers when contacts were marked as attention
Trigger
Instant
Try It
- PipelineRequired
- StageRequired
Trigger
Instant
Try It
- TagsRequired
Trigger
Instant
Try It
- Contact ID
- Contact Email
- Contact Phone Number
- Opportunity Name
- Same As Contact NameRequired
- Heat ScoreRequired
- Value
- PipelineRequired
- StageRequired
- Numbers Of ProductsRequired
- Update all fields if an opportunity already exists in the same pipelineRequired
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Note
- Tag
- Company
- Revenue
- Timezone
Action
Write
- Contact IDRequired
Action
Write
- Contact IDRequired
- Full Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search
Tag Added to Contact
Triggers when a contact is added to a tag in Pluto.
Trigger
Instant
Try It
Deal Status Changed
Triggers when a deal is marked as won or lost in Pluto.
Trigger
Instant
Try It
New Deal Created
Triggers when a new deal is added to a pipeline in Pluto.
Trigger
Instant
Try It
Tag Removed From Contact
Triggers when a tag is removed from a contact in Pluto.
Trigger
Instant
Try It
- NoteRequired
- Email
- Phone
- First Name
- Last Name
- Country
- Address
- State
- City
- Zip
- Company Name
Action
Write
- Phone
- Email
- First Name
- Last Name
- Country
- Address
- State
- City
- Zip
- Url
- Company Name
- Birth Date
- Anniversary Date
Action
Write
- TagRequired
- Email
- Phone
Action
Write

About Pluto

Pluto is a CRM and marketing automation platform designed for insurance agents.

Related categories

CRM (Customer Relationship Management)

About WooSender

WooSender is a communication tool that helps you start, converse, and book more appointments on autopilot for your business through SMS, email, live chat, phone calls, and more.

Learn more

Related categories

Marketing

Pluto + WooSender

Create deals in Pluto when new opportunities are added or moved to pipeline/stage in WooSender

Supported triggers and actions

Appointment Cancelled

Appointment Updated

New Contact

Opportunity Deactivated From Pipeline/Stage

Tag Deleted

Create Appointment

Create Contact

Update Appointment

Find Appointments

Find or Create Contact

Deal Stage Changed

New Contact Added

New Note Created

Add Contact to Campaign

Add a Tag to Contact

Create a Deal

Stop All Campaigns

Appointment Created

Marked as Attention

Opportunity Added or Moved to Pipeline/Stage

Tag Added

Add/Move Opportunity to Pipeline/Stage

Create or Update Contact

Get Contact

Update Contact

Find Contact

Tag Added to Contact

Deal Status Changed

New Deal Created

Tag Removed From Contact

Create a Note

Create/Update a Contact

Remove Tag From Contact

About Pluto

Related categories

About WooSender

Related categories