Apollo + Plutio Integration

Integrate Apollo to Plutio in one click, or tell Integrately AI how you want each lead handled. Enrich qualified contacts, create projects, send invoices, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Apollo
    Contact is added to list in Apollo
  • Apollo
    Account is updated in Apollo Instant
  • Apollo
    Account is created in Apollo Instant
  • Apollo
    Contact is updated in Apollo Instant
  • Apollo
    Contact is created in Apollo Instant
  • Apollo
    Contact is updated in Apollo
  • Apollo
    Contact is created in Apollo
  • Apollo
    Account is created or updated in Apollo
  • Plutio
    Project is created in Plutio Instant
  • Plutio
    Project is updated in Plutio Instant
  • Plutio
    Task is created in Plutio Instant
  • Plutio
    Task is updated in Plutio Instant
  • Plutio
    Invoice is created in Plutio Instant
  • Plutio
    Invoice is updated in Plutio Instant
  • Plutio
    Person is created in Plutio Instant
  • Plutio
    Form is submitted in Plutio Instant
  • Plutio
    Catch all events in Plutio Instant
  • Plutio
    Template is created in Plutio Instant
  • Plutio
    Proposal is created in Plutio Instant
  • Plutio
    Form is created in Plutio Instant
  • Plutio
    Contract is created in Plutio Instant
  • Plutio
    Contract is updated in Plutio Instant
  • Plutio
    Company is created in Plutio Instant
  • Plutio
    Company is updated in Plutio Instant
  • Plutio
    Task board is created in Plutio Instant
  • Plutio
    Task group is created in Plutio Instant
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2.
  • Apollo
    Get contact by ID in Apollo
  • Apollo
    Bulk people enrichment in Apollo
  • Apollo
    Create opportunity in Apollo
  • Apollo
    Update opportunity in Apollo
  • Apollo
    Add contacts to sequence in Apollo
  • Apollo
    Search contact in Apollo
  • Apollo
    Create contact in Apollo
  • Apollo
    Remove contacts from sequence in Apollo
  • Apollo
    Update contact in Apollo
  • Apollo
    Update contact stage in Apollo
  • Apollo
    Search account in Apollo
  • Apollo
    Update account stage in Apollo
  • Apollo
    Enrich organization in Apollo
  • Apollo
    Create account in Apollo
  • Apollo
    Update account in Apollo
  • Apollo
    Enrich people using domain in Apollo
  • Apollo
    Get list by ID in Apollo
  • Apollo
    Search sequence in Apollo
  • Apollo
    Enrich people in Apollo
  • Apollo
    Update contact ownership in Apollo
  • Apollo
    Update account ownership in Apollo
  • Plutio
    Create Task in Plutio
  • Plutio
    Update Task in Plutio
  • Plutio
    Move a Task in Plutio
  • Plutio
    Create Person in Plutio
  • Plutio
    Search person/people in Plutio
  • Plutio
    Update Person in Plutio
  • Plutio
    Delete Person in Plutio
  • Plutio
    Create Project in Plutio
  • Plutio
    Create Invoice in Plutio
  • Plutio
    Update Invoice in Plutio
  • Plutio
    Delete Invoice in Plutio
  • Plutio
    Create person conversation in Plutio
  • Plutio
    Create company in Plutio
  • Plutio
    Create proposal in Plutio
  • Plutio
    Create contract in Plutio
  • Plutio
    Search invoice in Plutio
  • Plutio
    Get person by Id in Plutio
  • Plutio
    Find task in Plutio
  • Plutio
    Update contract in Plutio
  • Plutio
    Delete block in Plutio
  • Plutio
    Update company in Plutio
  • Plutio
    Update proposal in Plutio
  • Plutio
    Create Task Board in Plutio
  • Plutio
    Create Note in Plutio
  • Plutio
    Create Task Group in Plutio

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Ready Workflows Ready Workflows for Apollo + Plutio Integration

Capture qualified leads, create projects for new contacts, generate invoices, update task boards, and send proposals, all in just one click.

Most popular automationsmost-popular-automations
Plutio + Apollo Integration

Create Apollo contact for new Plutio proposal

If your business uses Plutio to create proposal, you'll want to make sure that your Apollo account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Apollo each time you created a proposal? With this integration, you can! When you create a new proposal in Plutio, Integrately will automatically create a new contact in Apollo.
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Apollo + Plutio Integration

Create Plutio person for new Apollo contact

Apollo is a great CRM tool for managing customer data, but it can be time-consuming to create a new person record in Plutio every time you add a new contact.

But don't worry anymore. With this Plutio Salesforce integration, you can connect your contact and person records, so that when a new contact is created in Apollo, you'll automatically receive a corresponding person record in Plutio.
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Plutio + Apollo Integration

Create Apollo opportunity for new Plutio proposal

With this integration, whenever a proposal is created in Plutio, it can be automatically create an opportunity in Apollo. This saves time and ensures that your proposal and opportunity are always in sync.

Having your proposal and opportunity data in the same system makes it easy to track the progress of your sales pipeline and make decisions about where to focus your efforts. With seamless integration between Plutio and Apollo, you'll be able to work smarter, not harder.
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Apollo + Plutio Integration

Create Plutio task for new Apollo contact

Apollo and Plutio are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Apollo, do you also create a task in Plutio? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Apollo + Plutio flow

Sync your Apollo and Plutio workflows with communication channels, calendars, and CRM records to keep your entire team aligned. Pick a combination and activate it in one click.

Apollo
Plutio
+
SalesforceSalesforce (3)
+
HubspotHubspot (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
A
S
P
Add every new Apollo contact to Salesforce, and create a corresponding project in Plutio.
New Apollo contacts instantly update Salesforce and trigger a project in Plutio without manual data entry.
A
S
P
When an Apollo account is created, create an account in Salesforce and a task board in Plutio.
Account details flow from Apollo to Salesforce and initialise a Plutio task board instantly.
A
S
P
Use Claude to evaluate Apollo contacts before creating Salesforce leads and Plutio projects.
Claude reviews new Apollo leads before creating records in Salesforce and Plutio.

Supported triggers and actions for Apollo and Plutio

Mix and match to build the exact automation you need

Apollo
Apollo Triggers & Actions
Contact is added to list in Apollo
Triggers the automation when a new contact is created in Selected List
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Instant
Account is updated in Apollo
Triggers the automation when an account is updated
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Instant
Account is created in Apollo
Triggers the automation when a new account is created
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Instant
Contact is updated in Apollo
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Instant
Contact is created in Apollo
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Contact is updated in Apollo
Triggers the automation when a contact is updated
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Contact is created in Apollo
Triggers the automation when a new contact is created
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Account is created or updated in Apollo
Triggers the automation when an account is created or updated
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Get contact by ID in Apollo
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Bulk people enrichment in Apollo
Enriches people in bulk
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Create opportunity in Apollo
Creates a new opportunity
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Update opportunity in Apollo
Updates the opportunity details as needed
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Add contacts to sequence in Apollo
Schedule contacts to receive a series of predefined emails or communication
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Search contact in Apollo
Finds and retrieves contact information
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Create contact in Apollo
Adds a new contact to the database
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Remove contacts from sequence in Apollo
Removes contacts from a sequence
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Update contact in Apollo
Updates contact information with new details
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Update contact stage in Apollo
Moves the contact to a different stage based on particular criteria
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Search account in Apollo
Searches for account information
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Update account stage in Apollo
Updates the stage of an account based on criteria
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Enrich organization in Apollo
Enriches organization data
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Create account in Apollo
Generates a new account
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Update account in Apollo
Updates account information
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Enrich people using domain in Apollo
Enriches people data using a domain
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Get list by ID in Apollo
Retrieves a list by its id
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Search sequence in Apollo
Searches for a sequence
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Enrich people in Apollo
Enriches people data
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Update contact ownership in Apollo
Transfer ownership of contacts to a user
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Update account ownership in Apollo
Transfer ownership of an account to a new user
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Plutio
Plutio Triggers & Actions
Instant
Project is created in Plutio
Triggers the automation when a new project is created
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Instant
Project is updated in Plutio
Triggers the automation when a project is updated
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Instant
Task is created in Plutio
Triggers the automation when a new task is created
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Instant
Task is updated in Plutio
Triggers the automation when any task is updated
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Instant
Invoice is created in Plutio
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Plutio
Triggers the automation when an invoice is updated
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Instant
Person is created in Plutio
Triggers the automation when a new person is created
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Instant
Form is submitted in Plutio
Triggers the automation when a form is filled
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Instant
Catch all events in Plutio
Triggers the automation when any event occurs
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Instant
Template is created in Plutio
Triggers the automation when a new template is created
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Instant
Proposal is created in Plutio
Triggers the automation when a new proposal is created
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Instant
Form is created in Plutio
Triggers the automation when a new form is created
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Instant
Contract is created in Plutio
Triggers the automation when a new contract is created
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Instant
Contract is updated in Plutio
Triggers the automation when a contract is modified
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Instant
Company is created in Plutio
Triggers the automation when a new company is created
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Instant
Company is updated in Plutio
Triggers the automation when a company is updated
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Instant
Task board is created in Plutio
Triggers the automation when a task board is created
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Instant
Task group is created in Plutio
Triggers the automation when a task group is created
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Create Task in Plutio
Creates a new task
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Update Task in Plutio
Updates the task with new information or changes
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Move a Task in Plutio
Move a task from one list or project to another
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Create Person in Plutio
Generates a new person
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Search person/people in Plutio
Searches for a person or people
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Update Person in Plutio
Updates the information of a person
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Delete Person in Plutio
Removes particular person from the database
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Create Project in Plutio
Creates a new project
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Create Invoice in Plutio
Generates invoices for sales transactions
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Update Invoice in Plutio
Updates invoice details based on new information
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Delete Invoice in Plutio
Deletes selected invoice records
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Create person conversation in Plutio
Starts a new conversation with a person
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Create company in Plutio
Generates a new company profile with given details
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Create proposal in Plutio
Generates a new proposal
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Create contract in Plutio
Generates a contract document based on particular criteria
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Search invoice in Plutio
Locates and retrieves invoices with
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Get person by Id in Plutio
Retrieves a person's information by their id
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Find task in Plutio
Locates and retrieves a task within the app
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Update contract in Plutio
Updates contract details and terms as needed
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Delete block in Plutio
Removes a block from the system
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Update company in Plutio
Updates company information
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Update proposal in Plutio
Updates the proposal with the latest changes and revisions
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Create Task Board in Plutio
Creates a new task board
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Create Note in Plutio
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Create Task Group in Plutio
Creates a new group of tasks
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What can you automate with Apollo + Plutio?

Streamline your entire client acquisition and project delivery lifecycle by connecting lead generation data directly into your project management workflows.

What you can automate?
🚀
Instant Project Creation from Apollo Contacts
Automatically generate a new project in Plutio the moment a contact is created in Apollo. Eliminate manual data entry and start onboarding clients within seconds.
📋
Capture Every Submitted Field and Attribute
Map all available contact details and organization attributes from Apollo straight into Plutio project fields instead of just names and emails.
🔔
Instant Team Notifications on New Leads
Alert your project team instantly when an Apollo contact triggers a new Plutio workflow, ensuring rapid response times across departments.
🔀
Conditional Routing Based on Lead Stage
Route contacts to different Plutio task boards or project templates depending on account stage changes or specific attributes submitted in Apollo.
🔄
Keep Destination Records Fully Updated
Synchronize account updates and contact modifications between Apollo and Plutio dynamically so your project boards reflect current information.
🔍
Add or Update Records Without Duplicates
Search for existing records in Plutio before creating entries, ensuring that updated Apollo contacts refresh current tasks rather than generating clutter.
💳
Handle Later Status Changes and Invoicing
Trigger Plutio invoices or task updates automatically when Apollo opportunity stages reach closed-won or payment milestones.
💬
Extend Workflows to Collaboration Tools
Connect your core Apollo and Plutio pipeline with Slack to broadcast project updates and coordinate team follow-ups seamlessly.
And much more...

Who is Apollo + Plutio integration for?

Sales leaders, project managers, and agency owners who need to bridge lead generation with client onboarding will eliminate manual data entry across Apollo and Plutio.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations teams
Operations teams
Project coordinators
Project coordinators
Database managers
Database managers
📈
Performance marketers
You're tracking lead generation metrics in Apollo but client onboarding happens in Plutio, so your conversion reports only update when someone manually exports records — this integration means every new contact flows directly into your project boards and your performance data stays current.
Sales representatives
You need to hand off qualified prospects immediately when deals close in Apollo, but project setup in Plutio happens hours later — with this integration, every won opportunity instantly provisions a new project space so client work begins without delay.
🤝
Account managers
You answer to clients who expect transparent task tracking in Plutio while prospect data lives in Apollo, so you spend hours re-typing details across platforms — automating both apps means client information syncs automatically and project boards reflect accurate data.
🔄
Operations teams
The volume of new leads coming from Apollo is too high for anyone to keep Plutio project boards updated by hand, leading to missed client tasks — connecting these apps means every prospect record generates project items automatically.
🎯
Project coordinators
You own project delivery in Plutio and depend on sales reps to hand over prospect details from Apollo, resulting in constant follow-ups and missing background information — this integration means client briefs arrive complete and ready for execution.
🗂️
Database managers
You need a reliable audit trail linking prospect records in Apollo with active deliverables in Plutio, but manual creation keeps introducing typos and gaps — automating both apps means your records stay perfectly matched and complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Apollo + Plutio

Build and manage your Apollo + Plutio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Apollo + Plutio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Apollo to Plutio?
Frequently Asked Questions
You can connect Apollo to Plutio in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation. With 42,000+ active users and 1,500+ integrations available, setting up your sales and project tracking takes minutes.
Can I automatically create Plutio projects when new contacts are added in Apollo?
Frequently Asked Questions
Can I connect Apollo, Plutio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Apollo and Plutio?
Frequently Asked Questions
How does Apollo data sync with Plutio projects?
Frequently Asked Questions
Can Plutio invoices be triggered by Apollo opportunity stages?
Frequently Asked Questions
Do I need coding skills to automate Apollo and Plutio?
Frequently Asked Questions
Is the Apollo and Plutio integration free?
Frequently Asked Questions
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You Can Also Connect Apollo or Plutio With 1500+ Other Apps

Apollo
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Plutio
Popular Plutio Integrations
Sync Plutio with accounting, document signing, and communication tools to manage projects and client billing effectively.
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