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CRM
Ploomes

Ploomes Integrations

CRM and sales pipeline management for B2B teams. Connect Ploomes to AI agents, automate workflows, and scale with confidence.

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Ploomes triggers and actions

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.
Create a ContactCreates a new contact.
Create a DealCreates a new deal.
Create a DocumentCreates a new document.
Create an OrderCreates a new order.
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.
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.

Connect Ploomes to any app in workflows

Search apps and open an app-to-app integration page in one click.

Frequently asked questions

Everything you need to know about connecting Ploomes to your workflows.

Connect your Ploomes account, choose a trigger or action, and map fields so data flows automatically between Ploomes and your workflows.