Connect CRM.io and Ploomes
Integrate CRM.io with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular CRM.io + Ploomes flows
Start from a real workflow other teams are already running.
Choose a trigger
CRM.io
When this happens...
- Request a new Trigger for CRM.io
Choose an action
Ploomes
Automatically do this!
Create Custom Field
Update contact
Find contact
Create Deal
Update Deal
Find Deals
Create document
Update document
Get document by ID
List All Documents
List All lists from CRM.io when Create Deal in Ploomes
Use this flowSearch List by Name in CRM.io when Create Deal in Ploomes
Use this flowList All Tags from CRM.io when Create Deal in Ploomes
Use this flowSearch Notes in CRM.io when Create Deal in Ploomes
Use this flowList All Companies from CRM.io when Create Deal in Ploomes
Use this flowList All Deals from CRM.io when Create Deal in Ploomes
Use this flowList All Pipelines from CRM.io when Create Deal in Ploomes
Use this flowList All Sources from CRM.io when Create Deal in Ploomes
Use this flowList All Users from CRM.io when Create Deal in Ploomes
Use this flowCreate Contact in Crmio when Create Deal in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between CRM.io and Ploomes.
When this happensTriggers
A trigger is an event that starts a workflow.
Create Deal
Triggers when new deal is created in Ploomes.
Deal Updated
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
New Contact
Add a new contact to Ploomes CRM using the provided contact details.
Contact Updated
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create Document
Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).
Update Document
Modify an existing document in Ploomes CRM to change its content or metadata.
Do thisActions
Action is the task that follows automatically within your CRM.io integrations.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
List All Deals
Retrieves the detail of all deals
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn moreSimilar apps
About Ploomes
Ploomes 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.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CRM.io and Ploomes accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CRM.io and Ploomes as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Ploomes. No coding required.
Yes. You can set up a workflow where CRM.io triggers actions in Ploomes, and a separate workflow where Ploomes triggers actions in CRM.io. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CRM.io and Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CRM.io and Ploomes integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
