Plutio + Salesforce Integration (2026)

Bridge enterprise CRM with freelancer-friendly project management. If your agency uses Salesforce to manage leads and opportunities, Zapier (an automation platform that links apps together) can automatically create Plutio projects when opportunities close. Client details, deal values, and project scope flow from Salesforce to Plutio without manual re-entry, ensuring a smooth handoff from sales to delivery.

The integration uses Zapier to connect Salesforce and Plutio. Setup takes about 10 minutes, and once configured, automations run indefinitely without manual intervention. There is no native integration, but Zapier provides full automation capabilities that work with Salesforce's extensive object model.

Salesforce's rich data model means you can map custom opportunity fields to Plutio project fields. Budget amounts, timelines, project types, and any other opportunity data can transfer automatically to the project where your delivery team needs it.

Last updated January 2026

Plutio

Salesforce

Sync contacts

Via Zapier

10 min setup

What is Salesforce

Salesforce is an enterprise CRM (Customer Relationship Management) platform used by businesses to track sales leads, manage customer relationships, and organize deals through a sales pipeline. Salesforce is popular among larger agencies and enterprise companies due to its extensive customization options and integration ecosystem. Many agencies use Salesforce for sales and lead tracking, then need a separate tool like Plutio for project delivery once deals close.

TLDR (summary)

Plutio connects to Salesforce through Zapier. When an opportunity moves to "Closed Won" in Salesforce, Zapier automatically creates a project in Plutio with the opportunity name, account details, and deal value. You can also sync contacts and accounts between the two systems.

Key facts: uses Zapier (no native integration), works with all Salesforce editions with API access, Zapier free tier covers 100 runs/month, setup takes 10 minutes, can map custom Salesforce fields to Plutio project fields, free on all Plutio plans.

Plutio includes the Zapier integration free on all plans. You pay Zapier only if you exceed 100 automation runs per month.

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What you can sync between Salesforce and Plutio

The Salesforce-Plutio connection bridges your enterprise CRM and project delivery. Opportunities become projects, contacts sync between systems, and both sales and delivery teams stay aligned.

Opportunities become projects

When an opportunity moves to "Closed Won" in Salesforce, Zapier creates a project in Plutio with the opportunity name, account contact, amount as budget, and any custom fields you want to transfer. The delivery team sees new work immediately without waiting for a handoff meeting or email.

Contacts and accounts sync

New Salesforce contacts can create Plutio contacts, or new Plutio clients can create Salesforce contacts. Keep both databases current without CSV imports and exports. Map any Salesforce fields (title, department, phone, custom fields) to Plutio contact properties.

Project status updates opportunities

When work completes in Plutio, update the Salesforce opportunity to reflect delivery status. Sales sees which projects completed, which are in progress, and which clients are ready for upsell conversations. Your CRM stays accurate without sales chasing delivery for updates.

Activities create tasks

Log a call in Salesforce and create a follow-up task in Plutio. Complete a task in Plutio and log the activity in Salesforce. Both systems track the same client interaction history regardless of which tool each team uses daily.

Custom object support

Salesforce's custom objects can map to Plutio via Zapier. If you track project types, industries, or other custom data in Salesforce, that data can transfer to Plutio projects for filtering and reporting.

Which Salesforce editions work with Zapier?

All Salesforce editions with API access work with Zapier. The editions that include API access are Essentials, Professional, Enterprise, and Unlimited.

Some older or restricted editions may require add-ons for API access. Check your Salesforce edition's API availability if you are unsure. If you use Salesforce Lightning or Classic, both interfaces work with Zapier since the integration connects to Salesforce's API, not the user interface.

Salesforce Essentials

The smallest paid Salesforce plan includes API access and works with Zapier. Good for small agencies with basic CRM needs.

Professional and higher

Professional, Enterprise, and Unlimited editions all include full API access. Custom objects and fields are available in these editions and can be mapped to Plutio through Zapier.

If your Salesforce admin has disabled API access for your user role, you will need elevated permissions to connect Zapier. Contact your Salesforce admin if you encounter permission errors during setup.

How do I create projects from closed Salesforce opportunities?

Set up a Zapier automation that watches for opportunity stage changes in Salesforce and creates a project in Plutio when the stage becomes "Closed Won."

What data to transfer

Opportunity name becomes project name for clear project identification
Amount becomes project budget giving delivery visibility into deal size
Primary contact becomes project client with email and phone ready
Account name adds company context especially for enterprise clients
Close date becomes project start date or add a buffer for onboarding
Custom fields become custom properties for any specific data needed

The automation fires only when opportunities reach "Closed Won." Earlier pipeline stages do not create projects. Failed or lost opportunities are ignored.

Use Zapier's Filter step to add the stage condition. The "Opportunity Stage Changed" starting event fires for any stage change, so the filter ensures only closed-won deals create projects.

How do agencies use Salesforce with Plutio?

Different agencies use the integration for different workflows. The common thread is bridging enterprise sales processes with agile project delivery.

Digital agencies with enterprise clients

Account executives manage large deals in Salesforce with long sales cycles and multiple stakeholders. When deals close, Zapier creates Plutio projects with all the context: budget, timeline, key contacts, and scope from custom fields. The project team starts work with full visibility into what was sold without a lengthy handoff process.

Consulting firms with partners

Consultants sell through Salesforce but need a simpler project delivery tool. Closed opportunities become Plutio projects where consultants track time, manage deliverables, and invoice clients. Project completion updates the Salesforce opportunity so partners see delivery status in their CRM reports.

Marketing agencies with retainers

Sales tracks retainer renewals and upsells in Salesforce. Each renewal creates a new Plutio project period with the retainer budget. Time tracking in Plutio feeds utilization reports that inform the next renewal conversation in Salesforce.

Development shops with SOWs

Technical sales uses Salesforce to track complex deals with detailed Statements of Work. When deals close, Zapier creates Plutio projects with scope details from Salesforce opportunity products. Developers see exactly what was promised before the kickoff meeting.

How do I connect Salesforce to Plutio?

Use Zapier to bridge Salesforce and Plutio. Choose what Salesforce event starts the automation, choose what Plutio action happens, map the fields, and activate.

Step by step setup

Step 1: Create a free Zapier account at zapier.com if you do not have one. Sign in and click "Create" to start a new automated workflow.
Step 2: Choose Salesforce as the starting app. Select "Opportunity Stage Changed" as the event.
Step 3: Connect your Salesforce account when Zapier prompts. You need API access permissions in Salesforce.
Step 4: Add a Filter step to only continue when the stage equals "Closed Won." This prevents projects from being created for other stage changes.
Step 5: Choose Plutio as the action app. Select "Create Project" to create new projects from opportunities.
Step 6: Connect your Plutio account. Map Salesforce fields to Plutio fields: opportunity name becomes project name, amount becomes budget, contact becomes client.
Step 7: Test the workflow with a real closed opportunity. Verify the project appears correctly in Plutio, then activate the automation.

If you encounter permission errors when connecting Salesforce, contact your Salesforce admin. Some organizations restrict API access to certain user roles.

How do I map custom Salesforce fields?

Zapier can access custom fields on standard Salesforce objects and map them to Plutio fields during workflow setup.

Accessing custom fields

When configuring the Salesforce starting event, Zapier shows all available fields including custom ones. Custom fields appear with their API names (like "Project_Type__c"). Select any custom field to use its value in subsequent workflow steps.

Mapping to Plutio

In the Plutio action step, you can use any Salesforce field value. Map custom Salesforce fields to Plutio custom fields, or include them in text fields like project descriptions. Combine multiple Salesforce fields into a single Plutio field using Zapier's text formatting options.

Example mappings

Project_Type__c to project category for filtering
Estimated_Hours__c to project budget for hour-based budgets
Client_Industry__c to custom field for reporting
Special_Requirements__c to project description for context

Coordinate field names with your Salesforce admin. Knowing the exact API names of custom fields before starting setup saves time.

What if my Salesforce automation breaks?

Check Zapier's Task History first because the log shows exactly which sync failed and why. Most Salesforce issues come from permissions or authentication expiration.

Common issues and fixes

"Authentication expired": Salesforce tokens expire periodically. Go to Zapier's My Apps section, disconnect Salesforce, and reconnect it.
"Insufficient permissions": Your Salesforce user may not have API access or access to the objects being synced. Contact your Salesforce admin to check role permissions.
"Required field missing": The opportunity may not have all the data Plutio needs. Check that opportunities have primary contacts and required custom fields filled in.
"Over task limit": You hit Zapier's free tier limit. Upgrade to a paid plan or wait until next month.
"Object not found": Custom objects may have been renamed or deleted in Salesforce. Update your Zapier workflow to reference the correct object names.

Turning off the automation does not delete your Plutio projects. All projects created before disconnecting remain exactly where they are.

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Salesforce integration questions

Is there a native Salesforce integration?

Not currently. Use Zapier to connect Salesforce and Plutio. Zapier handles the complexity of Salesforce's data model and provides customizable field mapping.

Which Salesforce editions work?

All editions with API access: Essentials, Professional, Enterprise, and Unlimited. Check your edition's API availability if you are unsure.

Can I sync custom objects?

Zapier supports many Salesforce custom objects. Check Zapier's Salesforce integration to see which objects are available for your specific use case.

How much does Zapier cost?

Zapier's free tier includes 100 runs/month and 5 active workflows. Paid plans start at $19.99/month for 750 runs. Zapier pricing is separate from your Salesforce subscription.

Can data sync both ways?

Yes. Create separate workflows for each direction: Salesforce to Plutio and Plutio to Salesforce. Each direction requires its own workflow.

What if an automation fails?

Zapier logs all runs including failures. See errors, fix issues, and replay failed runs. Zapier also sends email notifications for repeated failures.

Is there a delay?

Zapier checks for events every 1-15 minutes depending on your plan. Free plans check every 15 minutes; paid plans check more frequently.

Can I map custom Salesforce fields?

Yes. Zapier can access custom fields on standard objects and map them to Plutio fields when setting up your workflow.

Do I need Salesforce admin access?

You need permissions to access the objects and fields you want to sync. In most cases, standard user access is sufficient, but some organizations restrict API access.

Can I filter which opportunities create projects?

Yes. Use Zapier's Filter step to add conditions. Only sync opportunities above a certain value, for specific record types, or for specific sales teams.

What Plutio actions are available?

Common actions: Create Project, Create Contact, Create Task, and Create Invoice. Check Zapier's Plutio integration for the full list of actions.

Can I disconnect the integration?

Yes. Turn off or delete the workflow in Zapier at any time. The automation stops immediately. Data already synced remains in both systems.

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