Pluto Integrations

Name: Zapier
Availability: InStock

Put Pluto to work with AI and enterprise-grade automation

Automate smarter with Pluto and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

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

Or pick an app to pair with

EZLynx

CRM (Customer Relationship Management)

Gmail

Email, Google

Slack

Team Chat

Ricochet - Speed to Contact

Phone & SMS, Sales & CRM

Google Calendar

Calendar, Google

InsuranceXDate

Business Intelligence

Google Sheets

Google, Spreadsheets

RingCentral

Phone & SMS

Wufoo

Forms & Surveys

EZLynx

CRM (Customer Relationship Management)

Gmail

Email, Google

Slack

Team Chat

Ricochet - Speed to Contact

Phone & SMS, Sales & CRM

Google Calendar

Calendar, Google

InsuranceXDate

Business Intelligence

EZLynx

CRM (Customer Relationship Management)

Gmail

Email, Google

Slack

Team Chat

Ricochet - Speed to Contact

Phone & SMS, Sales & CRM

Google Calendar

Calendar, Google

InsuranceXDate

Business Intelligence

Google Sheets

Google, Spreadsheets

RingCentral

Phone & SMS

Wufoo

Forms & Surveys

Top companies trust Zapier to automate work and free up time

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Launch your first automated workflow

Add new EZLynx contacts to Pluto CRM
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EZLynx + Pluto
Add campaign contacts in Pluto from new or updated rows in Google Sheets
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Google Sheets + Pluto
Add campaign contacts in Pluto from new or updated Google Sheets rows
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Google Sheets + Pluto
Create or update Pluto contacts from new or updated rows in Google Sheets
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Google Sheets + Pluto
Invite users to Slack channels when new deals are won in Pluto
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Pluto + Filter by Zapier + Slack
Add Google Calendar event attendees with new changes to deal stages in Pluto
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Pluto + Google Calendar

Add new EZLynx contacts to Pluto CRM

Details

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EZLynx + Pluto

Add campaign contacts in Pluto from new or updated rows in Google Sheets

Details

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Google Sheets + Pluto

Add campaign contacts in Pluto from new or updated Google Sheets rows

Details

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Google Sheets + Pluto

Create or update Pluto contacts from new or updated rows in Google Sheets

Details

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Google Sheets + Pluto

Invite users to Slack channels when new deals are won in Pluto

Details

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Pluto + Filter by Zapier + Slack

Add Google Calendar event attendees with new changes to deal stages in Pluto

Details

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Pluto + Google Calendar

Log new lost deals from Pluto to Google Sheets rows

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Pluto + Filter by Zapier + Google Sheets

Send Slack channel messages when new notes are added in Pluto

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Pluto + Slack

Send emails in Gmail for new notes created in Pluto

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Pluto + Gmail

"manage deal stage changes in Pluto by adding a tag to contacts"

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Pluto

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

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WooSender + Pluto

Log new lost deals from Pluto to Google Sheets rows
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Pluto + Filter by Zapier + Google Sheets
Send Slack channel messages when new notes are added in Pluto
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Pluto + Slack
Send emails in Gmail for new notes created in Pluto
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Pluto + Gmail
"manage deal stage changes in Pluto by adding a tag to contacts"
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Pluto
Create deals in Pluto when new opportunities are added or moved to pipeline/stage in WooSender
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WooSender + Pluto

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
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Deal Status Changed
Triggers when a deal is marked as won or lost in Pluto.
Trigger
Instant
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New Deal Created
Triggers when a new deal is added to a pipeline in Pluto.
Trigger
Instant
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Tag Removed From Contact
Triggers when a tag is removed from a contact in Pluto.
Trigger
Instant
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- 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

Deal Stage Changed
Triggers when a deal is moved to a new stage in Pluto.
Trigger
Instant
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New Contact Added
Triggers when a new contact is added in Pluto.
Trigger
Instant
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New Note Created
Triggers when a new note is created in Pluto.
Trigger
Instant
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- 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

Pluto Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Pluto

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

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Related categories

CRM (Customer Relationship Management)

Pluto Integrations

Put Pluto to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier