Integrations WhatsApp Business Cloud Ploomes
WhatsApp Business Cloud + Ploomes

Connect WhatsApp Business Cloud and Ploomes to Build Intelligent Automations

Choose a Trigger

WhatsApp Business Cloud

When this happens...

Choose an Action

Ploomes

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Message Notification

Message Notification

Triggers when a new message is received.

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).

Do thisActions

Action is the task that follows automatically within your WhatsApp Business Cloud integrations.

List Templates

List Templates

List Templates available in the specific phone number.

Send Text Message

Send Text Message

Text messages can be sent in customer-initiated conversations only

Send Template Message

Send Template Message

Send Template Message

WhatsApp

WhatsApp

WhatsApp human inteterface.

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.

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Frequently Asked Questions

How do I start an integration between WhatsApp Business Cloud and Ploomes?

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

Can we customize how data from WhatsApp Business Cloud is recorded in Ploomes?

Absolutely. You can customize how WhatsApp Business Cloud 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 WhatsApp Business Cloud and Ploomes?

The data sync between WhatsApp Business Cloud 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 WhatsApp Business Cloud 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 WhatsApp Business Cloud and Ploomes?

Yes, you can set conditional logic to control the flow of data between WhatsApp Business Cloud 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.

WhatsApp Business Cloud

About WhatsApp Business Cloud

WhatsApp is a widely-used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, user locations, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.

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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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