Connect Status Hero and Ploomes to Build Intelligent Automations

Choose a Trigger

Status Hero

When this happens...

Choose an Action

Ploomes

Automatically do this!

Ready to use Status Hero and Ploomes automations

Explore more automations built by businesses and experts

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.

Request a new Trigger for Status Hero

Do thisActions

Action is the task that follows automatically within your Status Hero integrations.

Create Team Holiday

Create Team Holiday

Creates a team-wide holiday for your team.

Record Member Absence

Record Member Absence

Records leave, vacation, or absence for a team member.

Record an Activity

Record an Activity

Records an activity and adds it to the next check-in for a specific team member.

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.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Status Hero and Ploomes?

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

Can we customize how data from Status Hero is recorded in Ploomes?

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

How often does the data sync between Status Hero and Ploomes?

The data sync between Status Hero and Ploomes 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 Status Hero to Ploomes?

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 Status Hero and Ploomes?

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

Status Hero

About Status Hero

Status Hero is a tool that helps teams track daily goals, activity logs, and blockers for more effective project management and communication.

Learn More
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.

Learn More