Connect Office 365 and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
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 Office 365 and Ploomes automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact is created.
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 Office 365 integrations.
Create Contact
Creates a new contact
Create Draft Email
Creates a draft of an email that can be reviewed and sent out.
Create Event
Creates a new event in a calendar.
Delete Event
Delete an existing event
Update Contact
Update an existing contact.
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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Step by step guides to integrate Office 365 and Ploomes
Frequently Asked Questions
To start, connect both your Office 365 and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Office 365 triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Office 365 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 Office 365 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 Office 365 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 Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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
