Connect NextLead and Ploomes
Integrate NextLead with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Custom Field in Ploomes when Contact Added to List in NextLead
Update contact in Ploomes when Contact Added to List in NextLead
Find contact in Ploomes when Contact Added to List in NextLead
Create Deal in Ploomes when Contact Added to List in NextLead
Update Deal in Ploomes when Contact Added to List in NextLead
Popular NextLead + Ploomes flows
Start from a real workflow other teams are already running.
Choose a trigger
NextLead
When this happens...
Contact Added to List
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
Create Custom Field in Ploomes when Contact Added to List in NextLead
Use this flowUpdate contact in Ploomes when Contact Added to List in NextLead
Use this flowFind contact in Ploomes when Contact Added to List in NextLead
Use this flowCreate Deal in Ploomes when Contact Added to List in NextLead
Use this flowUpdate Deal in Ploomes when Contact Added to List in NextLead
Use this flowFind Deals in Ploomes when Contact Added to List in NextLead
Use this flowCreate document in Ploomes when Contact Added to List in NextLead
Use this flowUpdate document in Ploomes when Contact Added to List in NextLead
Use this flowGet document by ID from Ploomes by ID when Contact Added to List in NextLead
Use this flowList All Documents from Ploomes when Contact Added to List in NextLead
Use this flowSupported Triggers & Actions
Everything you can automate between NextLead and Ploomes.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Added to List
Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.
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).
Do thisActions
Action is the task that follows automatically within your NextLead integrations.
Create Contact
Creates a new lead.
Create a sale
Create a new sale with the details you provide.
Create lead structure
Create a new lead structure in NextLead using the data you provide.
Delete Contact
Deletes a contact from NextLead using the contact's email or LinkedIn profile URL.
Delete a sales deal
Remove a sales deal from your NextLead account.
Delete Structure
Deletes a structure (company record) from NextLead by Name or SIRET ID.
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 NextLead
NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your NextLead 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 NextLead 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 NextLead triggers actions in Ploomes, and a separate workflow where Ploomes triggers actions in NextLead. 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 NextLead and Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire NextLead 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.
