Connect Ploomes and CARTO to Build Intelligent Automations

Choose a Trigger

Ploomes

When this happens...

Choose an Action

CARTO

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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).

Update Document

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 Ploomes integrations.

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

Find Deals

Find Deals

Get a deal by ID or get all deals with related contact, owner, stage, tasks, products, quotes and documents.

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Frequently Asked Questions

How do I start an integration between Ploomes and CARTO?

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

Can we customize how data from Ploomes is recorded in CARTO?

Absolutely. You can customize how Ploomes data is recorded in CARTO. This includes choosing which data fields go into which fields of CARTO, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Ploomes and CARTO?

The data sync between Ploomes and CARTO 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 Ploomes to CARTO?

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 Ploomes and CARTO?

Yes, you can set conditional logic to control the flow of data between Ploomes and CARTO. 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.

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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CARTO

About CARTO

CARTO is a powerful platform for location intelligence and spatial data analysis. It enables users to visualize, analyze, and gain insights from geospatial data, making it an essential tool for businesses and organizations looking to leverage location-based data for decision-making and strategic planning.

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