
When this happens...
Create Deal
Deal Updated
Create Contact
Contact Updated
Create Document
Update Document

Automatically do this!
Enable Integrations or automations with these events of Ploomes and SAP Analytics Cloud
Create a new sales deal in Ploomes to track an opportunity with details such as title, value, and status.
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
Create a new contact record in Ploomes CRM using the provided contact details.
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create a new document in Ploomes and link it to a CRM record (contact, deal, or company).
Update an existing document in Ploomes CRM to change its content or metadata.
Creates a new contact in Ploomes CRM using the provided details (name, type, status, contact info, address, phones and custom fields).
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
Update an existing Ploomes contact by ID with the provided details (name, email, address, phones, status, owner, custom fields, etc.).
Retrieve a Ploomes contact by the provided Contact Id. Returns the contact record or a 'No contact found' message.
Create a new deal in Ploomes with title, contact, stage, currency, amount, owner and optional custom fields; returns the created deal record.
Retrieve a Ploomes deal by Deal Id and return its details plus related records (contact, person, stage, tasks, documents).
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Ploomes and SAP Analytics Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Ploomes triggers actions in SAP Analytics Cloud (or vice versa).
Absolutely. You can customize how Ploomes data is recorded in SAP Analytics Cloud. This includes choosing which data fields go into which fields of SAP Analytics Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between Ploomes and SAP Analytics Cloud 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 SAP Analytics Cloud. 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 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 MoreSAP Analytics Cloud is a comprehensive cloud-based analytics solution that combines business intelligence, planning, and predictive analytics. It enables organizations to make data-driven decisions by providing real-time insights and interactive visualizations. With SAP Analytics Cloud, users can connect to various data sources, create dashboards, and collaborate on analytics projects, all within a single platform.
Learn More