Ploomes by Maxmel Tech

ploomes is a crm and sales automation platform that streamlines sales processes and customer management integrating it with make com enables users to automate workflows, synchronize data, and enhance productivity across sales and business operations limited documentation we currently can't provide complete documentation for ploomes because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from ploomes and public sources to create detailed guides about ploomes ploomes is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=ploomes\&app slug=ploomes community\&app unique id=ploomes suy547 app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/ploomes community/ click the install button follow the on screen instructions to complete the setup ploomes modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact adds a new contact to your address book create a deal creates a brand new deal in your account, helping you track potential sales or opportunities create a document creates a brand new document for you to start working on create a product adds a new product to your store or inventory create a quote creates a brand new sales quote for your customer create a review in a quote adds a new review to a specific quote create a task creates a brand new task for you to manage and track your work create a user adds a new user to your account create an order creates a brand new order in your system delete a contact permanently removes a selected contact from your account delete a deal permanently removes a selected deal from your system delete a document deletes a specific document from your account or service delete a product deletes a specific product from your account delete a quote permanently removes a selected quote from your account delete a task deletes a selected task from your list delete a user removes a selected user from your account delete an order permanently removes a selected order from your account finish a task marks a specific task as completed make an api call allows you to make a custom, authorized api request to the connected service mark a deal as lost marks a selected deal as lost, helping you keep your sales pipeline up to date mark a deal as won marks a specific deal as "won" in your system, helping you track your successful sales reopen a deal reopen a deal that was previously closed or marked as lost, allowing you to continue working on it and update its status search contacts finds contacts based on your search criteria search deals searches for available deals based on your specified criteria search documents finds documents based on your search criteria search orders finds and retrieves orders from your system based on your search criteria search products finds products based on your search criteria search quotes searches for quotes based on your specified criteria search tasks finds and retrieves tasks based on your search criteria search users finds and retrieves user profiles based on your search criteria update a contact updates the details of an existing contact in your account update a deal updates the details of an existing deal with new information update a document updates the content of an existing document with new information update a product updates the details of an existing product in your system update a quote updates the details of an existing quote with new information update a task updates the details of an existing task with new information update a user updates the details of an existing user account update an order updates the information for a specific order watch contacts this module activates whenever a new contact is added or an existing contact’s details are updated watch deals this module activates whenever a new deal is added or an existing deal is updated watch documents this module activates whenever a new document is created or an existing document is updated watch events starts an action whenever a particular event you choose takes place watch orders this module activates whenever a new order is placed or an existing order is modified watch products this module notifies you whenever a new product is added or an existing product is updated watch quotes this module activates whenever a new quote is created or an existing quote is updated, so you can stay on top of all your quote changes watch tasks this module activates whenever a new task is created or an existing task is updated, keeping you informed about any changes or additions templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} ploomes resources you can have access to more resources related to this app on the following links https //community make com/search?q=ploomes https //ploomes com https //startintegrate com/apps/crm sales/ploomes suy547 https //www make com/en/hq/app invitation/6cc88176f40f2564132945642eaedd53 https //www make com/en/integrations/ploomes community help us improve this documentation have experience with ploomes? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=ploomes\&app slug=ploomes community\&app unique id=ploomes suy547 sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone