Connect telecrm and Ploomes
Integrate telecrm with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Custom Field in Ploomes when When a lead is updated in TeleCRM
Update contact in Ploomes when When a lead is updated in TeleCRM
Find contact in Ploomes when When a lead is updated in TeleCRM
Create Deal in Ploomes when When a lead is updated in TeleCRM
Update Deal in Ploomes when When a lead is updated in TeleCRM
Popular telecrm + Ploomes flows
Start from a real workflow other teams are already running.
Choose a trigger
telecrm
When this happens...
When a lead is updated
New Lead Is Created
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 Custom Field in Ploomes when When a lead is updated in TeleCRM
Use this flowUpdate contact in Ploomes when When a lead is updated in TeleCRM
Use this flowFind contact in Ploomes when When a lead is updated in TeleCRM
Use this flowCreate Deal in Ploomes when When a lead is updated in TeleCRM
Use this flowUpdate Deal in Ploomes when When a lead is updated in TeleCRM
Use this flowFind Deals in Ploomes when When a lead is updated in TeleCRM
Use this flowCreate document in Ploomes when When a lead is updated in TeleCRM
Use this flowUpdate document in Ploomes when When a lead is updated in TeleCRM
Use this flowGet document by ID from Ploomes by ID when When a lead is updated in TeleCRM
Use this flowList All Documents from Ploomes when When a lead is updated in TeleCRM
Use this flowSupported Triggers & Actions
Everything you can automate between telecrm and Ploomes.
When this happensTriggers
A trigger is an event that starts a workflow.
When a lead is updated
Runs the workflow automatically whenever any lead is updated in the account.
New Lead Is Created
Runs when new lead is created
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.
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create Lead
Add a new lead or update an existing lead by phone; optionally set name, email, status, rating, assignee, and add payment or custom actions.
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
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.
Find contact
Find a contact by ID or return your full contact list when no ID is provided.
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.
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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.
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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 telecrm 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 telecrm 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 telecrm triggers actions in Ploomes, and a separate workflow where Ploomes triggers actions in telecrm. 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 telecrm and Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire telecrm 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.
