Connect Keap Max Classic and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Company Is Added
Company Is Updated
Choose an Action
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
Ready to use Keap Max Classic and Ploomes automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when new contact created
New Company Is Added
Runs when new company is added
Company Is Updated
Runs when company is updated
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.
Do thisActions
Action is the task that follows automatically within your Keap Max Classic integrations.
Add or Update Contact
Create or update a contact
List Contacts
Retrieve contacts by filters
Create Company
Create a company record
Add Note to Contact
Add a note to a contact
List Companies
Retrieve companies
Create Custom Field
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
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Frequently Asked Questions
To start, connect both your Keap Max Classic and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Keap Max Classic triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Keap Max Classic 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 Keap Max Classic 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 Keap Max Classic 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.
About Keap Max Classic
Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.
Learn MoreAbout 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 More
