Connect Ploomes and leadspot to Build Intelligent Automations

Choose a Trigger

Ploomes

When this happens...

Choose an Action

leadspot

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Enable Integrations or automations with these events of Ploomes and leadspot

Enable Integrations or automations with these events of Ploomes and leadspot

Triggers

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.

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Actions

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 leadspot?

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

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

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

How often does the data sync between Ploomes and leadspot?

The data sync between Ploomes and leadspot 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 leadspot?

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 leadspot?

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

About leadspot

Sales professionals use LeadSpot B2B lead generation data platform to easily reveal huge amounts of untapped sales opportunities in seconds - companies, employees and decision-makers with accurate contact details.

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