Plecto integration & automation experts
We can help you automate your business with Plecto and hundreds of other systems to improve efficiency and productivity.
What you can automate with Plecto
Plecto is a business dashboard platform that pulls real-time data from multiple sources and displays it on TV screens, monitors, or web browsers across your organisation. For sales teams, support desks, and operations managers, having live KPIs visible at all times keeps performance front of mind without requiring anyone to manually compile reports or open spreadsheet after spreadsheet. Plecto connects natively to CRMs, helpdesks, phone systems, and billing platforms to pull metrics like revenue, call volume, ticket resolution times, and conversion rates. It also supports gamification features — leaderboards, contests, and achievement badges — which can drive healthy competition within teams. Osher Digital’s sales automation services often include dashboard setup as part of broader sales workflow projects, giving teams instant visibility into pipeline health and individual performance. Where Plecto becomes even more powerful is when it receives data from custom automation workflows. Not every metric lives in a standard SaaS tool — some need to be calculated, aggregated, or pulled from databases and APIs. Our automated data processing team builds pipelines that feed custom KPIs into Plecto, ensuring your dashboards reflect the metrics that actually matter to your business rather than just what comes pre-built. If your team is spending time pulling numbers from multiple systems to build performance reports, Plecto combined with smart data pipelines can automate that entirely. Osher Digital’s system integration specialists connect your data sources to Plecto so dashboards update themselves in real time.
Plecto FAQs
Frequently Asked Questions
Common questions about how Plecto consultants can help with integration and implementation
How it works
We work hand-in-hand with you to implement Plecto
As Plecto consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Plecto with integrate and automate 800+ tools.
Step 1
Define Your Key Metrics
Identify the KPIs that matter most to your team — revenue targets, call volumes, ticket resolution times, conversion rates, or any custom metrics specific to your business.
Step 2
Connect Data Sources
Link Plecto to your CRM, helpdesk, phone system, and other platforms using native integrations. For data not covered by native connectors, set up the custom API integration.
Step 3
Design Your Dashboards
Build dashboard layouts in Plecto using widgets — charts, counters, leaderboards, gauges, and tables. Arrange them to tell a clear story about team and individual performance.
Step 4
Set Up Custom Data Feeds
For metrics that require calculation or aggregation, build automation workflows that process the raw data and push results to Plecto via its API. This covers any KPIs that standard integrations cannot provide.
Step 5
Deploy to Displays
Set up TV screens or monitors in your office or call centre and configure them to show Plecto dashboards. Use auto-rotation to cycle through multiple dashboard views throughout the day.
Step 6
Activate Gamification
Create contests and leaderboards based on your KPIs. Set time-bound challenges — daily, weekly, or monthly — and let Plecto track progress and display rankings automatically.
Works well with Plecto
Other tools we connect and automate alongside Plecto.
Get in touch
Ready to automate Plecto?
Tell us what you want Plecto to talk to and we’ll map out the build, the cost and the payback.
Transform your business with Plecto
Get in touch for a free consultation to see how we can automate your operations with Plecto.
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