How to integrate Agendor with Ploomes?

With Pluga, you can connect Agendor and Ploomes in minutes: 1) Create a free account and click Create automation; 2) Select Agendor as the source and choose the trigger; 3) Select Ploomes as the destination and choose the action; 4) Map the data between the tools and activate.

How much does it cost to integrate Agendor with Ploomes?

With Pluga, you can integrate for free with the free plan and test all features for 7 days at no cost. Paid plans range from $17 to $69 per month with Premium automations and higher event volumes. For specific needs, there is an Enterprise plan.

Do I need a developer to integrate Agendor with Ploomes?

No. Pluga is a no-code platform. Anyone on the team can create the integration between Agendor and Ploomes without any technical knowledge.

Connect Agendor with Ploomes

Unlock the superpowers of Agendor + Ploomes and automate your tasks without having to write a single line of code.

Agendor and Ploomes
your way

Check out the available triggers and actions in the automation of apps Agendor + Ploomes

Action

add/update a deal on Agendor

See fields

Distribute new deal

Select sellers

Email of the Responsible

Deal owner's name

Deal owner update logic

Atualizar negócio baseado em

Title Required

Contact type Required

Update person based on

Person: name

Person: cpf

Person: email

Person: phone

Person: cell phone

Company: name

Company: cnpj

Description

Amount

Deal: product/service

Negócio: valor unitário do produto/serviço

Negócio: quantidade do produto/serviço

Negócio: código do produto/serviço

Negócio: desconto do produto/serviço

Deal status

Task title

Person responsible for the created task

Task due date

Task type

Start date

Date of the conclusion

Ranking

Visible to all users?

Person: ranking

Person: description

Person: birthday

Person: fax

Person: whatsapp

Person: facebook

Person: twitter

Person: instagram

Person: linkedin

Person: skype

Person: cep

Person: country

Person: neighborhood

Person: state

Person: street

Person: street number

Person: complement

Person: city

Person origin selection mode

Person: origin

Pessoa: origem

Person: category

Person: product/service

Company: corporate name

Company: ranking

Company: description

Company: email

Company: phone

Company: cell phone

Company: fax

Company: whatsapp

Company: facebook

Company: twitter

Company: instagram

Company: linkedin

Company: skype

Company: cep

Company: country

Company: neighborhood

Company: state

Company: street

Company: street number

Company: complement

Company: city

Company: origin

Company: category

Company: sector

Company: product/service

Premium Action

Search contacts in Agendor

See fields

Search filters

No contacts found?

Result limit

Action

create/update a customer on Ploomes

See fields

Update contact based on

Person: Name

Person: Email

Person: CPF

Person: allow multiple companies?

Company: Social Name

Person: Position

Email do responsável

Person: Department

Person: Birthday

Person: Phone

Person: Tags

Person: do they receive marketing emails?

Company: Company Name

Company: Email

Company: CNPJ

Company: Phone

Company: Origin

Company: Operating Segment

Company: Website

Company: Skype User

Company: Facebook User

Person Address: State

Person Address: City

Person Address: Street

Person Address: Number

Person Address: Complement

Person Address: Neighborhood

Person Address: Zip Code

Company Address: State

Company Address: City

Company Address: Street

Company Address: Address Number

Company Address: Address Complement

Company Address: Bairro do Address

Company Address: Zip Code

Company: CNAE Code

Company: Tags

Company: do they receive marketing emails?

Action

create or update a contact on Agendor

See fields

Distribuir novos contatos

Selecionar vendedores

Select the person responsible

Contact type

Update person based on

Person: name

Person: email

Person: phone

Person: cell phone

Person: whatsapp

Person: cpf

Company: name

Company: corporate name

Company: cnpj

Company: email

Company: phone

Company: cell phone

Company: whatsapp

Person: street

Person: street number

Person: complement

Person: neighborhood

Person: cep

Person: city

Person: state

Person: country

Person: position

Person: description

Person: birthday

Person: category

Person origin selection mode

Person: origin

Pessoa: origem

Person: product/service

Person: ranking

Person: fax

Person: facebook

Person: twitter

Person: instagram

Person: linkedin

Person: skype

Company: street

Company: street number

Company: complement

Company: neighborhood

Company: cep

Company: city

Company: state

Company: country

Company: ranking

Company: description

Company: category

Company: origin

Company: sector

Company: product/service

Company: fax

Company: facebook

Company: twitter

Company: instagram

Company: linkedin

Company: skype

Premium Action

Search deals in Agendor

See fields

Search filters

No deals found?

Result limit

Action

create/update a card on Ploomes

See fields

Choose the sellers who will be responsible for the cards created

List of sellers

Seller's email

Title Required

Start date

Person: Name

Person: Email

Person: CPF

Person: Phone

Company: Social Name

Company: Name

Company: Email

Company: CNPJ

Amount

Origin selection mode

Deal origin

Origin

Person origin selection mode

Person origin

Person: Tags

Person Address: Street

Person Address: Number

Person Address: Complement

Person Address: Neighborhood

Person Address: Zip Code

Person Address: State

Person Address: City

Person: Birthday

Person: do they receive marketing emails?

Person: allow multiple companies?

Company origin selection mode

Company origin

Company: Tags

Company Address: Street

Company Address: Number

Company Address: Complement

Company Address: Neighborhood

Company Address: Zip Code

Company Address: State

Company Address: City

Company: Website

Company: Facebook

Company: do they receive marketing emails?

Action

Create/update a deal on Agendor

See fields

Distribuir novos negócios

Selecionar vendedores

Responsável

Deal owner's name

Deal owner update logic

Atualizar negócio baseado em

Título Required

Empresa/Pessoa Required

Update person based on

Pessoa: nome

Pessoa: cpf

Pessoa: e-mail

Pessoa: telefone

Pessoa: celular

Empresa: nome

Empresa: cnpj

Descrição

Valor total

Status

Task's title

Person responsible for the created task

Task's due date

Task type

Data de início

Data de conclusão

Ranking

Visível por todos os usuários?

Pessoa: ranking

Pessoa: descrição

Pessoa: data de aniversário

Pessoa: fax

Pessoa: whatsapp

Pessoa: facebook

Pessoa: twitter

Pessoa: instagram

Pessoa: linkedin

Pessoa: skype

Pessoa: cep

Pessoa: país

Pessoa: bairro

Pessoa: estado

Pessoa: rua

Pessoa: nº da rua

Pessoa: complemento

Pessoa: cidade

Person origin selection mode

Pessoa: origem

Pessoa: categoria

Pessoa: produto/serviço

Empresa: razão social

Empresa: ranking

Empresa: descrição

Empresa: e-mail

Empresa: telefone

Empresa: celular

Empresa: fax

Empresa: whatsapp

Empresa: facebook

Empresa: twitter

Empresa: instagram

Empresa: linkedin

Empresa: skype

Empresa: cep

Empresa: país

Empresa: bairro

Empresa: estado

Empresa: rua

Empresa: nº da rua

Empresa: complemento

Empresa: cidade

Empresa: origem

Empresa: categoria

Empresa: setor

Empresa: produto/serviço

Items

Action

Create task in Agendor

See fields

Link Type Required

Deal ID

Person ID

Company ID

Task description Required

Task type

Due date and time

Assigned user

Automate Agendor and Ploomes
with Pluga integrations

Explore automation templates

For each won deal on Agendor, create/update a customer on Ploomes

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How to integrate apps with Pluga?

Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.

Choose the source and the trigger

What is the automation trigger?

The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.
Set the destination and the action

What is an action within an automation?

The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.
Map the information

How does information mapping work?

Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).

For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.
Multi-action
Enhance your Automation

Is it possible to have more than one action?

With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.

Automate Agendor + Ploomes
and say goodbye to manual (and tedious) tasks!

By connecting the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

👤 Contact management

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

💰 Sales management

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

📈 Financial management

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

💬 Internal communication

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

🔔 Automatic notifications

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp

Agendor

CRM

Agendor is a CRM platform that works as a personal assistant for sales teams, helping salespeople reach their full potential. From planning to post-sales, the app encompasses various features to ensure no opportunity is lost in the pipeline.

Integrations with Agendor Visit Agendor

Ploomes

CRM

Ploomes is a CRM platform that works with process automation, proposal generation, orders, and contracts. Its features help organize contacts, track business opportunities, and improve the productivity of sales teams.

Integrations with Ploomes Visit Ploomes

Frequently Asked Questions

How to automate Agendor with Ploomes?
With Pluga, you can easily automate Agendor com Ploomes . Just follow these steps:
- 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
- 2. Select the source app and trigger;
- 3. Select the destination app and action;
- 4. Make the necessary adjustments, specifying which data will be sent to one app to another.
Why automate Agendor with Ploomes at Pluga?

By automating Agendor with Ploomes on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.
Is there a cost to automate Agendor with Ploomes?

On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between Agendor, Ploomes, and even other apps.

We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

Check Pluga's pricing page for more details.

Connect Agendor with Ploomes

Unlock the superpowers of Agendor + Ploomes and automate your tasks without having to write a single line of code.

Agendor and Ploomes your way

Deal reaches pipeline stage

Created task

Lost deal

Lost proposal

Created proposal

Proposal reaches a stage in the pipeline

Won deal

Created person

Won Card

Won proposal

Created client

Created deal

Created company

Lost card

Card created

Card reaches a stage in the pipeline

Add or update deal

Search contacts

Create or update client

Create or update contact

Search deals

Create or update card

Create deal (multi-items)

Create task

Automate Agendor and Ploomes with Pluga integrations

How to integrate apps with Pluga?

Choose the source and the trigger

Set the destination and the action

Map the information

Enhance your Automation

Automate Agendor + Ploomesand say goodbye to manual (and tedious) tasks!

Automatic transfer of your contacts' information to other apps

Automate your sales tracking

Automated financial control

Reduce communication noise - and rework!

Customized alerts for customers

Agendor

Ploomes

Frequently Asked Questions

Ready to automate your business? Join +10 thousand companies

Agendor and Ploomes
your way

Automate Agendor and Ploomes
with Pluga integrations

Automate Agendor + Ploomes
and say goodbye to manual (and tedious) tasks!