STEP 1
Connect Freshworks CRM and Ploomes
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Freshworks CRM and Ploomes Integration
Build crm workflows between Freshworks CRM and Ploomes on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Freshworks CRM and Ploomes
Detailed info you need to know about Freshworks CRM and Ploomes integrations in WEXTL. Explore which modules apps support and how you connect them.
Freshworks CRM
Sales CRM for contacts, accounts, deals, tasks, and appointments — search records, update the pipeline, and watch new contacts and deals. [5]
How to connect Freshworks CRM to Ploomes
Set up your Freshworks CRM and Ploomes integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Freshworks CRM and Ploomes nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Freshworks CRM and Ploomes. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Freshworks CRM and Ploomes work in WEXTL?
WEXTL exposes actions and triggers for Freshworks CRM and Ploomes that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Freshworks CRM triggersPloomes actions
Freshworks CRM modules
- Add Contacts to ListAdds contacts to a marketing list.
- Bulk Assign Contact OwnerAssigns an owner to many contacts.
- Bulk Assign Document OwnerAssigns an owner to many CPQ documents.
- Bulk Assign Product OwnerAssigns an owner to many CPQ products.
- Bulk Delete AccountsDeletes many sales accounts.
- Bulk Delete ContactsDeletes many contacts.
- Bulk Delete Custom RecordsDeletes many custom-module records.
- Bulk Delete DealsDeletes many deals.
- Bulk Delete DocumentsDeletes many CPQ documents.
- Bulk Delete ProductsDeletes many CPQ products.
- Bulk Restore DocumentsRestores many CPQ documents.
- Bulk Restore ProductsRestores many CPQ products.
- Bulk Update DocumentsUpdates many CPQ documents.
- Bulk Update ProductsUpdates many CPQ products.
- Bulk Upsert AccountsCreates or updates many sales accounts in one job.
- Bulk Upsert ContactsCreates or updates many contacts in one job.
- Bulk Upsert DealsCreates or updates many deals in one job.
- Clone AccountClones an existing sales account.
- Clone ContactClones an existing contact.
- Clone Custom RecordClones a custom-module record.
- Clone DealClones an existing deal.
- Create AccountCreates a sales account.
- Create AppointmentCreates an appointment.
- Create ContactCreates a new contact.
- Create Custom FieldCreates a field on a custom-module form.
- Create Custom ModuleCreates a custom module definition.
- Create Custom RecordCreates a record in a custom module.
- Create DealCreates a deal.
- Create DocumentCreates a CPQ document.
- Create FileUploads a file and attaches it to a record.
- Create LinkCreates a file link on a record.
- Create ListCreates a marketing list.
- Create NoteCreates a note on a record.
- Create ProductCreates a CPQ product.
- Create Sales ActivityCreates a sales activity.
- Create TaskCreates a task.
- Delete AccountDeletes a sales account.
- Delete AppointmentDeletes an appointment.
- Delete ContactDeletes a contact.
- Delete Custom ModuleDeletes a custom module definition.
- Delete Custom RecordDeletes a custom-module record.
- Delete DealDeletes a deal.
- Delete DocumentDeletes a CPQ document.
- Delete NoteDeletes a note.
- Delete ProductDeletes a CPQ product.
- Delete Sales ActivityDeletes a sales activity.
- Delete TaskDeletes a task.
- Filtered Search ContactsSearches contacts with field filters.
- Forget AccountPermanently forgets a sales account.
- Forget ContactPermanently forgets a contact.
Ploomes modules
- Create a ContactCreates a new contact.
- Create a DealCreates a new deal.
- Create a DocumentCreates a new document.
- Create a ProductCreates a new product.
- Create a QuoteCreates a new quote.
- Create a Review in a QuoteCreates a review in a quote.
- Create a TaskCreates a new task.
- Create a UserCreates a new account user.
- Create an OrderCreates a new order.
- Delete a ContactDeletes a contact in the service.
- Delete a DealDeletes a single deal in the system.
- Delete a DocumentDeletes a single document from the service.
- Delete a ProductDeletes a single product.
- Delete a QuoteDeletes an existing quote.
- Delete a TaskDeletes an existing task.
- Delete a UserDeletes a user from an account.
- Delete an OrderDeletes an order.
- Finish a TaskFinishes a single task.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark a Deal as LostMarks a deal as lost.
- Mark a Deal as WonMarks a deal as won in the system.
- Reopen a DealReopens a deal that was previously closed or marked as lost.
- Search ContactsSearches for contacts.
- Search DealsSearches for deals.
- Search DocumentsSearches for documents.
- Search OrdersSearches for orders in the system.
- Search ProductsSearches for products.
- Search QuotesSearches for quotes.
- Search TasksSearches for tasks.
- Search UsersSearches for users.
- Update a ContactUpdates an existing contact.
- Update a DealUpdates an existing deal.
- Update a DocumentUpdates an existing document.
- Update a ProductUpdates an existing product.
- Update a QuoteUpdates an existing quote.
- Update a TaskUpdates an existing task.
- Update a UserUpdates an existing user.
- Update an OrderUpdates a single order's details.
- Watch ContactsTriggers when a contact is created or updated.
- Watch DealsTriggers when a deal is created or updated.
- Watch DocumentsTriggers when a document is created or updated.
- Watch EventsTriggers when a specified event occurs.
- Watch OrdersTriggers when an order is created or updated.
- Watch ProductsTriggers when a product is created or updated.
- Watch QuotesTriggers when a quote is created or updated.
- Watch TasksTriggers when a task is created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Freshworks CRM and Ploomes integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Freshworks CRM and Ploomes.
Connect your Freshworks CRM and Ploomes accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Freshworks CRM's "Watch Contacts" fires, WEXTL can "Create a Contact" in Ploomes. Freshworks CRM has 3 triggers (including Watch Contacts, Watch Deals, and Watch Tasks); Ploomes has 38 actions (including Create a Contact, Create a Deal, and Create a Document). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Freshworks CRM-to-Ploomes automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Freshworks CRM (or Ploomes) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Freshworks CRM + Ploomes automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Freshworks CRM and Ploomes integration.
- Freshworks CRM and Ploomes integration source code, module specs and credentials implementation.
- Our Freshworks CRM and Ploomes integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Freshworks CRM and Ploomes — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Freshworks CRM integration information
- Ploomes integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library