Integrations
Plio does not have an app marketplace. It connects to the handful of tools your team already lives in, properly, and each user connects their own account.
Connect with Google OAuth. Plio reads your Inbox, Sent and any real folder or label — not a mirrored copy.
Connect with Microsoft OAuth. Same capabilities as Gmail, against your Outlook or Microsoft 365 mailbox.
Two-way sync. What you create in Plio shows up in Google, and what you create in Google shows up in Plio.
The same two-way sync against your Microsoft calendar, connected with the same OAuth grant as the mailbox.
Link an existing Drive file onto any Lead, Deal, Customer, Ticket or Product instead of uploading a second copy of it.
The same file linking against OneDrive, for teams already standardised on Microsoft.
Build a quote from a record's linked products — per-line quantity and price, tax from the catalogue — and send it from a reusable template. Drag variable chips into the template for any field on the record, formula fields included, so the message writes itself.
CSV import and export works on all 7 record modules, with your own custom fields already in the template headers. For most one-off moves — an old CRM, an ERP extract, an event lead list — that is the fastest path in and out.
Ask about a specific toolNobody else in your organisation can read your mailbox through Plio.
Your CRM, your way.
Plio is invite only while we onboard teams one at a time. Tell us where to send yours — we import your spreadsheet, connect Gmail and rename the fields to match how you already sell.
Thanks — you are on the list. We will email you from support@pliocrm.com within one working day.
Invite only. No credit card, nothing to cancel.