viaSocket

Connect LC.CX and Ploomes to Build Intelligent Automations

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LC.CX

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Ploomes

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

new link is created

new link is created

runs when new link is created

Create Deal

Create Deal

Triggers when new deal is created in Ploomes.

Deal Updated

Deal Updated

Fires when an existing deal is updated in Ploomes and provides the updated deal information.

New Contact

New Contact

Add a new contact to Ploomes CRM using the provided contact details.

Contact Updated

Contact Updated

Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.

Create Document

Create Document

Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).

Do thisActions

Action is the task that follows automatically within your LC.CX integrations.

Shorten a URL

Shorten a URL

Create a short, shareable link from a long URL.

Create Custom Field

Create Custom Field

Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.

Update contact

Update contact

Update an existing contact by ID with new details and custom fields.

Find contact

Find contact

Find a contact by ID or return your full contact list when no ID is provided.

Create Deal

Create Deal

Create a new deal with title, contact or person, stage, owner, currency, amount and optional custom fields.

Update Deal

Update Deal

Updates a Deal

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Frequently Asked Questions

How do I start an integration between LC.CX and Ploomes?

To start, connect both your LC.CX and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in LC.CX triggers actions in Ploomes (or vice versa).

Can we customize how data from LC.CX is recorded in Ploomes?

Absolutely. You can customize how LC.CX 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.

How often does the data sync between LC.CX and Ploomes?

The data sync between LC.CX and Ploomes typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from LC.CX to Ploomes?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between LC.CX and Ploomes?

Yes, you can set conditional logic to control the flow of data between LC.CX 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.

LC.CX

About LC.CX

LC.CX is a powerful URL shortening service that helps streamline your links for easier sharing and tracking. Perfect for marketers, social media managers, and anyone looking to optimize their link management.

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Ploomes

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.

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