--- title: Ploomes by Maxmel Tech slug: ploomes-suy547 description: How to integrate Ploomes with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_ploomes-community.png docTags: createdAt: 2025-12-02T06:23:16.988Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/ploomes-community.png" alt caption size="50" width="512" height="512"}

:inlineImage[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/JoAJhvSlBlBIvHteHmo_y-20251023-115411.jpeg" alt caption size="46" width="400" height="128"} | 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. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [Ploomes](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, [create your account on Ploomes.](https://ploomes.com) # App installation :::hint{type="info"} To install this app, you need Admin, Owner, or App Developer permissions. [Learn more about organization roles.](docId:-FOYcASPYP9uYKGm7LQPB) ::: ::::WorkflowBlock :::WorkflowBlockItem Go to the [Make integration page](https://www.make.com/en/integrations/ploomes-community/). ::: :::WorkflowBlockItem Click the **Install** button. ::: :::WorkflowBlockItem **Follow** the on-screen instructions to complete the setup. ::: :::: # Connect Ploomes and Make To get started, you must first create a connection between Ploomes and Make, 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. ::::WorkflowBlock :::WorkflowBlockItem Navigate to the Administration section after logging into your account. ::: :::WorkflowBlockItem Select Integration Users. ::: :::WorkflowBlockItem Click on New User in the upper right corner. ::: :::WorkflowBlockItem Fill in the required information: Name, Email (must be in a valid email format), and Profile. ::: :::WorkflowBlockItem After creating the integration user, locate the new user in the list and click on their name. ::: :::WorkflowBlockItem View and copy the generated integration key, referred to as the User-Key. ::: :::: :::hint{type="info"} 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 Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Ploomes module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *in the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Ploomes modules After connecting to the Ploomes app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Contact Adds a new contact to your chosen address book or contact list. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Create a Document Generates a brand new document for you to start working on. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Create a Quote Generates a brand new sales quote, allowing you to provide pricing details and terms to your customers. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Create a User Adds a new user to your account, allowing them to access and use your services or platform. ::: :::ExpandableHeading ### Create an Order Creates a brand new order in your system, allowing you to add customer details, products, and other relevant information. ::: :::ExpandableHeading ### Delete a Contact Permanently removes a selected contact from your account in the service. ::: :::ExpandableHeading ### Delete a Deal Permanently removes a specific deal from your system, ensuring it is no longer available or accessible. ::: :::ExpandableHeading ### Delete a Document Removes a specific document from the service, permanently deleting it from your records. ::: :::ExpandableHeading ### Delete a Product Removes a specific product from your inventory or catalog. ::: :::ExpandableHeading ### Delete a Quote Removes a specific quote from your account, permanently deleting it from your records. ::: :::ExpandableHeading ### Delete a Task Permanently removes a selected task from your project, helping you keep your task list organized and up to date. ::: :::ExpandableHeading ### Delete a User Permanently removes a specific user from your account, ensuring they no longer have access to its features or data. ::: :::ExpandableHeading ### Delete an Order Permanently removes a specific order from your system. ::: :::ExpandableHeading ### Finish a Task Completes a specific task from start to finish. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Search Contacts Finds and retrieves contact information based on your specified search criteria. ::: :::ExpandableHeading ### Search Deals Searches for available deals based on your specified criteria, helping you find offers that match your needs. ::: :::ExpandableHeading ### Search Documents Searches your account for documents that match specific criteria you set, helping you quickly find the files you need. ::: :::ExpandableHeading ### Search Orders Finds and retrieves orders from the system based on your specified search criteria. ::: :::ExpandableHeading ### Search Products Searches for products based on your specified criteria, helping you quickly find items that match your needs. ::: :::ExpandableHeading ### Search Quotes Searches for existing quotes in your system based on specified criteria, helping you quickly find the quotes you need. ::: :::ExpandableHeading ### Search Tasks Finds and retrieves tasks that match your specified search criteria. ::: :::ExpandableHeading ### Search Users Finds and retrieves user profiles based on your specified search criteria. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Update a Document Modifies the content of an existing document with new or updated information. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Update a Quote Updates the details of an existing quote, allowing you to modify information such as pricing, items, or customer details as needed. ::: :::ExpandableHeading ### Update a Task Allows you to modify the details of an existing task, such as its title, description, due date, or other properties. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Update an Order Updates the details of a specific order, allowing you to modify information such as customer data, order status, or item quantities. ::: :::ExpandableHeading ### Watch Contacts Triggers whenever a new contact is added or when details of an existing contact are changed. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Watch Events Triggers when a particular event you choose takes place, allowing you to kick off your automated workflow right when it happens. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Watch Products Triggers whenever a new product is added or an existing product’s details are updated in your system. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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 [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Ploomes resources You can have access to more resources related to this app on the following links : - [Ploomes topics on Make community](https://community.make.com/search?q=Ploomes) - [Ploomes website](https://ploomes.com) - [Ploomes documentation](https://suporte.ploomes.com/en/) - [Ploomes API documentation](https://developers.ploomes.com/?lang=en) - [Ploomes page on make](https://www.make.com/en/integrations/ploomes-community) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::