Connect Pluto and Ricochet - Speed to Contact to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Pluto with Ricochet - Speed to Contact - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Tag Added to Contact" from Pluto.

Add your action

An action happens after the trigger—such as "Create Lead" in Ricochet - Speed to Contact.

You’re connected!

Zapier seamlessly connects Pluto and Ricochet - Speed to Contact, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
- Note
  Required
- 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
- Tag
  Required
- Email
- Phone
Action
Write

Lead Status Changes
Triggers when a lead status changes.
Trigger
Polling
Try It
- Vendor Name
  Required
- First Name
- Last Name
- Phone Number
- State
- Status
- Company Name
- Email
Action
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
- Campaign
  Required
- Email
- Phone
- First Name
- Last Name
- Country
- Address
- State
- City
- Zip
- Company Name
Action
Write
- Tag
  Required
- Email
- Phone
- First Name
- Last Name
- Country
- Address
- State
- City
- Zip
- Company Name
Action
Write
- Deal Title
- Deal Value
  Required
- 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
New Lead
Triggers when a new lead created.
Trigger
Polling
Try It
- Lead ID
  Required
- Title
  Required
- Priority
  Required
- Appointment Type ID
- Address
- Description
- Remind
  Required
- Add to Calendar
  Required
- Invitees
Action
Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Pluto and Ricochet - Speed to Contact to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Pluto to Ricochet - Speed to Contact integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Pluto

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

About Ricochet - Speed to Contact

Ricochet Dialer & CRM official Zapier integration