
When this happens...
New Email
New Email Matching Search
New Tagged Email

Automatically do this!
Create Contact
Create Custom Field
Update Contact
Get Contact
Create Deal
Get Deal
Create Document
Update Document
Get Document
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when you recieve a new email.
Triggers when you recieve a new email that matches the given condition.
Triggers when a new email is received and you tag it within two days.
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.
Action is the task that follows automatically within your Zoho Mail integrations.
Create a new draft mail.
Creates a new folder.
Creates a new label in zoho mail.
Send an email from a Zoho Mail account to one or more recipients, with optional CC/BCC, subject, HTML or plain-text body, and attachments.
Creates a new task
Get a list of all user signature.

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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 Zoho Mail and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Mail triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Zoho Mail 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.
The data sync between Zoho Mail and Ploomes 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 Zoho Mail 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.
Zoho Mail provides encrypted, ad-free email hosting with custom domains, IMAP/POP/SMTP support, robust admin controls, and enterprise-grade security for business communication.
Learn MorePloomes 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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