Connect Saleshandy and Ploomes
Integrate Saleshandy with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when Create Deal in Ploomes
Assign Prospect Tag in Saleshandy when Create Deal in Ploomes
Mark Prospect Status in Saleshandy when Create Deal in Ploomes
Update Prospect Status in Saleshandy when Create Deal in Ploomes
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when Deal Updated in Ploomes
Popular Saleshandy + Ploomes flows
Start from a real workflow other teams are already running.
Choose a trigger
Saleshandy
When this happens...
- Request a new Trigger for Saleshandy
Choose an action
Ploomes
Automatically do this!
Create Custom Field
Update contact
Find contact
Create Deal
Update Deal
Find Deals
Create document
Update document
Get document by ID
List All Documents
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when Create Deal in Ploomes
Use this flowAssign Prospect Tag in Saleshandy when Create Deal in Ploomes
Use this flowMark Prospect Status in Saleshandy when Create Deal in Ploomes
Use this flowUpdate Prospect Status in Saleshandy when Create Deal in Ploomes
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when Deal Updated in Ploomes
Use this flowAssign Prospect Tag in Saleshandy when Deal Updated in Ploomes
Use this flowMark Prospect Status in Saleshandy when Deal Updated in Ploomes
Use this flowUpdate Prospect Status in Saleshandy when Deal Updated in Ploomes
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Contact in Ploomes
Use this flowAssign Prospect Tag in Saleshandy when New Contact in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between Saleshandy and Ploomes.
When this happensTriggers
A trigger is an event that starts a workflow.
Create Deal
Triggers when new deal is created in Ploomes.
Deal Updated
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
New Contact
Add a new contact to 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 attach it to a CRM record (contact, deal, or company).
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 Saleshandy integrations.
Create Prospect/Add Prospect to Sequence OH HOLD
create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource
Assign Prospect Tag
Assign one or more existing or new tags to a prospect identified by email.
Mark Prospect Status
Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.
Update Prospect Status
Change a prospect's status.
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 contact by ID with new details and custom fields.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Saleshandy and Ploomes free
No credit card required. Set up your first workflow in minutes.
About Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
Learn more
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Saleshandy and Ploomes accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Saleshandy and Ploomes as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Ploomes. No coding required.
Yes. You can set up a workflow where Saleshandy triggers actions in Ploomes, and a separate workflow where Ploomes triggers actions in Saleshandy. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Saleshandy and Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Saleshandy and Ploomes integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
