In this article
Ploomes is the first platform to bring together CRM, process automation, and proposal generation in one place. It gives you control over the whole sales process, from generating leads to converting them and keeping customers happy. It unifies the salesperson's work environment and gives you a 360-degree view of clients.
Available Triggers:
Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.
- Contact created
- Card created
- Card lost
- Card won
Available Actions:
Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.
- Add contact
- Update contact
- Find contact
- Add contact activity
- Create card
- Update card
Before setting up automations with Ploomes CRM, connect the app to Albato
- Access your Albato account
Log in to your Albato account. If you don't have an account, sign up here.
- Add a new connection
To do this, go to the Apps section and click the Add a connection button.
- Search for Ploomes CRM
In the search bar, type Ploomes CRM and select it from the menu.
Click Add a connection to start the setup process.
- Enter your Ploomes CRM credentials
You'll need to create a name for your connection and provide your API key.
Sign in to your Ploomes CRM account. Go to the Administração section and choose the Usuários de integração option.
Click on the Novo usuário button.
Fill in the fields and click Criar usuário button.
Click the Confirmar button.
Open the entry that you have just created.
Copy your API Key.
- Complete the setup
After entering the required information, click Continue to establish the connection.
Once the connection is established, you’ll see a success message, and your Ploomes CRM account will be connected to Albato.
The connection is ready!
