CRM
5 Docs
Salesforce Integration
Last Updated: March 27, 2026☁️ Salesforce Integration Guide 💡 Follow this guide to securely connect your Salesforce account with Pluto AI Studio using OAuth credentials. 🔐 Step 1: Log in to Salesforce 👉 Open Salesforce Login Enter your credentials and access your dashboard. ⚙️ Step 2: Open App Manager Go to: Setup → Apps → App Manager ➕ Step...
Zoho CRM Integration
Last Updated: March 27, 2026🔴 Zoho CRM Integration Guide Platform: Pluto AI Studio 🔷 Overview This guide will help you connect your Zoho CRM to Pluto AI Studio. You will need: ✅ Client ID ✅ Client Secret ✅ Refresh Token ⚙️ Step 1 — Open Zoho API Console Go to: Open Zoho API Console Click “Add Client” Select Server-based...
GoHighLevel Integration
Last Updated: March 27, 2026🚀 GoHighLevel Integration Guide Platform: Pluto AI Studio 🔷 Overview This guide will help you connect your GoHighLevel (GHL) account to Pluto AI Studio. You will need: ✅ Access Token (API Key) ✅ Location ID (Sub-account ID) ⚙️ Step 1 — Get Access Token (API Key) Login to your GoHighLevel account Go to Settings Open:...
Pipedrive Integration
Last Updated: March 27, 2026🟢 Pipedrive Integration Guide Platform: Pluto AI Studio 🔷 Overview This guide will help you connect your Pipedrive CRM to Pluto AI Studio. You only need: ✅ Pipedrive API Token ⚙️ Step 1 — Open Pipedrive Settings Login to Pipedrive Open settings: Open API Settings 🔑 Step 2 — Copy API Token Scroll to API...
HubSpot Integration
Last Updated: March 27, 2026🟠 HubSpot Integration Guide Platform: Pluto AI Studio 🔷 Overview This guide will help you connect your HubSpot CRM to Pluto AI Studio. You only need: ✅ HubSpot Private App Access Token ⚙️ Step 1 — Open HubSpot Settings Go to HubSpot dashboard Click this link: Open HubSpot Settings 🔐 Step 2 — Create Private...
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