Connect Ploomes and EARLY to Build Intelligent Automations

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Ploomes

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EARLY

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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 Contacts

Find Contacts

Retrieve a contact by its ID, or return all contacts 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 return all deals, including related contact, person, stage, tasks, products, quotes and documents.

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Frequently Asked Questions

How do I start an integration between Ploomes and EARLY?

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

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

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

How often does the data sync between Ploomes and EARLY?

The data sync between Ploomes and EARLY 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 EARLY?

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 EARLY?

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

About EARLY

EARLY is a cutting-edge platform designed to enhance productivity and streamline project management for teams and individuals. With its intuitive interface and robust features, EARLY helps users efficiently manage tasks, collaborate with team members, and track project progress in real-time. Ideal for businesses and freelancers looking to optimize their workflow and achieve their goals more effectively.

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