Ploomes by Maxmel Tech

ploomes is a crm platform that streamlines sales processes by managing leads, deals, contacts, and automations integrating ploomes with make com enables users to automate lead capture, update deal stages, and sync customer data across business tools this is ai generated content based on official ploomes documentation the content may still contain errors—please verify important information if you have questions, contact https //suporte ploomes com/pt br/articles/8107899 como entrar em contato com o suporte da ploomes directly how to get support on 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 requirements to use the ploomes app in make, you must have an active account and an api key, https //ploomes com 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 connect ploomes and {{product name}} to get started, you must first create a connection between ploomes and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate an integration user to obtain your api key navigate to the administration section after logging into your account select integration users click on new user in the upper right corner fill in the required information name, email (must be in a valid email format), and profile after creating the integration user, locate the new user in the list and click on their name view and copy the generated integration key, referred to as the user key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=ploomes\&app slug=ploomes community\&app unique id=ploomes suy547 create the connection in {{product name}} https //www make com/en/register , add the ploomes module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your ploomes account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page ploomes modules after connecting to the ploomes app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact adds a new contact to your chosen address book or contact list create a deal creates a brand new deal in your selected system, allowing you to track and manage potential sales opportunities from the very beginning create a document generates a brand new document for you to start working on create a product adds a brand new product to your store, allowing you to specify details such as name, description, price, and other product information create a quote generates a brand new sales quote, allowing you to provide pricing details and terms to your customers create a review in a quote creates a new review within a specific quote, allowing you to add feedback or comments directly to that quote create a task creates a brand new task, allowing you to add details such as the task name, description, due date, and other relevant information create a user adds a new user to your account, allowing them to access and use your services or platform create an order creates a brand new order in your system, allowing you to add customer details, products, and other relevant information delete a contact permanently removes a selected contact from your account in the service delete a deal permanently removes a specific deal from your system, ensuring it is no longer available or accessible delete a document removes a specific document from the service, permanently deleting it from your records delete a product removes a specific product from your inventory or catalog delete a quote removes a specific quote from your account, permanently deleting it from your records delete a task permanently removes a selected task from your project, helping you keep your task list organized and up to date delete a user permanently removes a specific user from your account, ensuring they no longer have access to its features or data delete an order permanently removes a specific order from your system finish a task completes a specific task from start to finish make an api call allows you to make a custom, authorized api request to the connected service, giving you flexibility to access features or endpoints that may not be available in the standard modules mark a deal as lost this module updates the status of a deal to indicate that it has been lost, helping you keep your sales pipeline accurate and up to date mark a deal as won updates the status of a selected deal to "won" in the system, indicating that the deal has been successfully closed reopen a deal this module allows you to reopen a deal that was previously marked as closed or lost, making it active again so you can continue working on it search contacts finds and retrieves contact information based on your specified search criteria search deals searches for available deals based on your specified criteria, helping you find offers that match your needs search documents searches your account for documents that match specific criteria you set, helping you quickly find the files you need search orders finds and retrieves orders from the system based on your specified search criteria search products searches for products based on your specified criteria, helping you quickly find items that match your needs search quotes searches for existing quotes in your system based on specified criteria, helping you quickly find the quotes you need search tasks finds and retrieves tasks that match your specified search criteria search users finds and retrieves user profiles based on your specified search criteria update a contact updates the details of an existing contact, allowing you to modify information such as name, email address, phone number, or other contact fields update a deal updates the details of an existing deal, allowing you to modify information such as the deal's stage, value, or other related fields update a document modifies the content of an existing document with new or updated information update a product updates the details of an existing product, allowing you to modify information such as the product’s name, description, price, or other attributes update a quote updates the details of an existing quote, allowing you to modify information such as pricing, items, or customer details as needed update a task allows you to modify the details of an existing task, such as its title, description, due date, or other properties update a user updates the details of an existing user, allowing you to modify information such as their name, email address, or other profile settings update an order updates the details of a specific order, allowing you to modify information such as customer data, order status, or item quantities watch contacts triggers whenever a new contact is added or when details of an existing contact are changed watch deals this module activates whenever a new deal is added or when details of an existing deal are changed, helping you stay updated on all deal activities watch documents triggers whenever a new document is added or an existing document is modified, allowing you to automatically respond to changes in your documents watch events triggers when a particular event you choose takes place, allowing you to kick off your automated workflow right when it happens watch orders triggers whenever a new order is placed or when an existing order’s details are updated, so you can stay informed about all order activity watch products triggers whenever a new product is added or an existing product’s details are updated in your system watch quotes this module activates whenever a new quote is created or when an existing quote is updated, allowing you to automatically respond to changes in your quoting process watch tasks this module activates whenever a new task is created or when an existing task is updated, allowing you to automatically respond to changes or additions in your task list 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 //suporte ploomes com/en/ https //developers ploomes com/?lang=en https //www make com/en/integrations/ploomes community