Connect Ploomes and Heepsy to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Deal
Deal Updated
Create Contact
Contact Updated
Create Document
Update Document
Choose an Action
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Enable Integrations or automations with these events of Ploomes and Heepsy
Enable Integrations or automations with these events of Ploomes and Heepsy
Triggers
Create Deal
Create a new sales deal in Ploomes to track an opportunity with details such as title, value, and status.
Deal Updated
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
Create Contact
Create a new contact record in 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 link it to a CRM record (contact, deal, or company).
Update Document
Update an existing document in Ploomes CRM to change its content or metadata.
Actions
Create Contact
Creates a new contact in Ploomes CRM using the provided details (name, type, status, contact info, address, phones and custom fields).
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 an existing Ploomes contact by ID with the provided details (name, email, address, phones, status, owner, custom fields, etc.).
Get Contact
Retrieve a Ploomes contact by the provided Contact Id. Returns the contact record or a 'No contact found' message.
Create Deal
Create a new deal in Ploomes with title, contact, stage, currency, amount, owner and optional custom fields; returns the created deal record.
Get Deal
Retrieve a Ploomes deal by Deal Id and return its details plus related records (contact, person, stage, tasks, documents).
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Frequently Asked Questions
To start, connect both your Ploomes and Heepsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Ploomes triggers actions in Heepsy (or vice versa).
Absolutely. You can customize how Ploomes data is recorded in Heepsy. This includes choosing which data fields go into which fields of Heepsy, setting up custom formats, and filtering out unwanted information.
The data sync between Ploomes and Heepsy 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 Ploomes and Heepsy. 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 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 MoreAbout Heepsy
Heepsy is a platform designed to help businesses and marketers find and analyze influencers for their marketing campaigns. It provides tools to search for influencers based on various criteria, analyze their profiles, and manage influencer marketing campaigns effectively.
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