Pluto Integrations

Name: Zapier
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Do more with Pluto integrations

Zapier lets you connect Pluto with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Google Sheets

Google, Spreadsheets

EZLynx

CRM (Customer Relationship Management)

Ricochet - Speed to Contact

Phone & SMS, Sales & CRM

InsuranceXDate

Business Intelligence

Google Calendar

Calendar, Google

RingCentral

Phone & SMS

Wufoo

Forms & Surveys

WooSender

Marketing

Slack

Team Chat

Google Sheets

Google, Spreadsheets

EZLynx

CRM (Customer Relationship Management)

Ricochet - Speed to Contact

Phone & SMS, Sales & CRM

InsuranceXDate

Business Intelligence

Google Calendar

Calendar, Google

RingCentral

Phone & SMS

Google Sheets

Google, Spreadsheets

EZLynx

CRM (Customer Relationship Management)

Ricochet - Speed to Contact

Phone & SMS, Sales & CRM

InsuranceXDate

Business Intelligence

Google Calendar

Calendar, Google

RingCentral

Phone & SMS

Wufoo

Forms & Surveys

WooSender

Marketing

Slack

Team Chat

Top companies trust Zapier to automate work and free up time

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Quickly automate Pluto integrations with Zapier's templates

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

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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

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.
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Instant
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Tag Removed From Contact
Triggers when a tag is removed from a contact in Pluto.
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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.
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Instant
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New Contact Added
Triggers when a new contact is added in Pluto.
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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

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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

Do more with Pluto integrations

Top companies trust Zapier to automate work and free up time

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