
When this happens...

Automatically do this!
Create Custom Field
Update contact
Get contact
Create Deal
Update Deal
Get deal details
Create document
Update document
Get document by ID
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new deal is created in Ploomes.
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
Add a new contact to Ploomes CRM using the provided contact details.
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).
Modify an existing document in Ploomes CRM to change its content or metadata.
Action is the task that follows automatically within your BombBomb integrations.
Send an email to a contact.
get all existing list
Adds a new contact to your BombBomb account.
Add a list to the users account.
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
Update an existing contact by ID with new details and custom fields.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your BombBomb and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in BombBomb triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how BombBomb data is recorded in Ploomes. This includes choosing which data fields go into which fields of Ploomes, setting up custom formats, and filtering out unwanted information.
The data sync between BombBomb and Ploomes typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between BombBomb and Ploomes. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
BombBomb is a video email marketing platform that allows users to create, send, and track video emails to enhance their communication and engagement with clients and prospects.
Learn MorePloomes is a comprehensive CRM platform designed to streamline sales processes and enhance customer relationship management. It offers tools for managing leads, automating workflows, and generating insightful reports to boost sales efficiency.
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