Connect Pipedrive with Ploomes
Unlock the superpowers of Pipedrive + Ploomes and automate your tasks without having to write a single line of code.
Pipedrive and Ploomes
your way
Check out the available triggers and actions in the automation of apps Pipedrive + Ploomes
Won deal
For each won deal on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won deal
For each won deal on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
cliente do deal endereço postal
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
Expected closing date of the deal
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
ID is the stage
Step name
Pipeline ID
Pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
Link to deal file(s)
Total quantity of items
Deal reaches pipeline stage
When a deal reaches a certain stage in a pipeline on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Deal reaches pipeline stage
When a deal reaches a certain stage in a pipeline on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
cliente do deal endereço postal
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
expected close date
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
stage ID
stage name
pipeline ID
pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
Linnk to deal file(s)
Total quantity of items
Negotiation reaches funnel stage with attachments
When a deal with attachments reaches a certain stage in a pipeline on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Negotiation reaches funnel stage with attachments
When a deal with attachments reaches a certain stage in a pipeline on PipedriveTrigger Premium
deal ID
deal status
deal title
deal client ID
deal client email
deal client name
deal client first name
deal client last name
deal client postal address
deal client main phone
deal value
organization ID
organization name
organization full address
organization address: subpremise
organization address: number
organization address: street
organization address: neighborhood
organization address: locality
organization address: city
organization address: state
organization address: country
organization address: postal code
organization formatted address
expected close date
deal won date
deal lost date
loss reason
deal creation date
currency
product names
product discounts
total product discounts
product quantity summary
product unit price summary
product total summary
deal creator ID
deal creator name
deal creator email
deal owner ID
deal owner name
deal owner email
deal update date
stage ID
stage name
pipeline ID
pipeline name
stage change date
deal client: total open deals
deal client: total won deals
deal client: total lost deals
organization: total open deals
organization: total won deals
organization: total lost deals
deal notes
Link to deal file(s)
total item count
Link to deal attachments (single zipped file)
Deal attachments: Attachment names
Lost card
For each lost card on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost card
For each lost card on PloomesTrigger
Card: ID
Card: Name
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Card: Loss reason ID
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Customer: Country
Customer: Position
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Person: ID
Person: Type ID
Person: Name
Person: Legal Name
Person: Legal Registration
Person: CNPJ
Person: CPF
Person: Birthday
Person: Upcoming birthday
Person: Previous birthday
Person: Observations
Person: Email
Person: Website
Person: Skype
Person: Facebook
Person: City
Person: State
Person: Country
Person: Position
Person: Department
Person: Address
Person: Address Number
Person: Address Complement
Person: Neighborhood
Person: Zip Code
Person: Zipcode
Person: Marketing Email
Person: CNAE Code
Person: Name CNAE
Person: Secondary Name CNAE
Person: Phone Numbers (separated by comma)
Status: Id
Status: Name
Pipeline: ID
Pipeline: Pipeline name
Pipeline: Pipeline name in singular
Pipeline: Pipeline name in plural
Internship: ID
Internship: Name
Stage: Name of the stage in the pipeline
Stage: Last stage of the pipeline when the card has been closed
Stage: Position in the pipeline (number)
Card Owner: Name
Card Owner: Email
Card created
For each created card on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Card created
For each created card on PloomesTrigger
Card: ID
Card: Name
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Customer: Country
Customer: Position
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Person: ID
Person: Type ID
Person: Name
Person: Legal Name
Person: Legal Registration
Person: CNPJ
Person: CPF
Person: Birthday
Person: Upcoming birthday
Person: Previous birthday
Person: Observations
Person: Email
Person: Website
Person: Skype
Person: Facebook
Person: City
Person: State
Person: Country
Person: Position
Person: Department
Person: Address
Person: Address Number
Person: Address Complement
Person: Neighborhood
Person: Zip Code
Person: Zipcode
Person: Marketing Email
Person: CNAE Code
Person: Name CNAE
Person: Secondary Name CNAE
Person: Phone Numbers (separated by comma)
Status: Id
Status: Name
Pipeline: Pipeline ID
Pipeline: Pipeline name
Pipeline: Pipeline name in singular
Pipeline: Pipeline name in plural
Internship: ID
Stage: Name of the stage in the pipeline
Stage: Pipeline ID
Stage: Last stage of the pipeline when the card has been closed
Stage: Position in the pipeline (number)
Card Owner: Name
Card Owner: Email
Card reaches a stage in the pipeline
When a card reaches a funnel stage on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Card reaches a stage in the pipeline
When a card reaches a funnel stage on PloomesTrigger
Card: ID
Card: Name
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Customer: Country
Customer: Position
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Person: ID
Person: Type ID
Person: Name
Person: Legal Name
Person: Legal Registration
Person: CNPJ
Person: CPF
Person: Birthday
Person: Upcoming birthday
Person: Previous birthday
Person: Observations
Person: Email
Person: Website
Person: Skype
Person: Facebook
Person: City
Person: State
Person: Country
Person: Position
Person: Department
Person: Address
Person: Address Number
Person: Address Complement
Person: Neighborhood
Person: Zip Code
Person: Zipcode
Person: Marketing Email
Person: CNAE Code
Person: Name CNAE
Person: Secondary Name CNAE
Person: Phone Numbers (separated by comma)
Status: Id
Status: Name
Pipeline: Pipeline ID
Pipeline: Pipeline name
Pipeline: Pipeline name in singular
Pipeline: Pipeline name in plural
Internship: ID
Stage: Name of the stage in the pipeline
Stage: Pipeline ID
Stage: Last stage of the pipeline when the card has been closed
Stage: Position in the pipeline (number)
Card Owner: Name
Card Owner: Email
Created deal
For each created deal on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created deal
For each created deal on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
cliente do deal endereço postal
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
expected close date
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
ID is the stage
Step name
Pipeline ID
Pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
Link to deal file(s)
Total quantity of items
Created contact
For each created contact on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created contact
For each created contact on PipedriveTrigger
Contact id
Contact owner id
Contact owner name
Contact owner email
Contact organization name
Contact Organization Owner Id
Address of the contact organization
Contact organization owner name
Contact's full name
Contact's first name
Contact last name
Contact creation date and time
Contact's first email
First contact phone number
Contact email list
Contact phone list
Date and time the contact was created (in the format dd/mm/yyyy hh:mm:ss)
Negotiation with a specific status with attachments
Each deal with attachments at a specific status in PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Negotiation with a specific status with attachments
Each deal with attachments at a specific status in PipedriveTrigger Premium
deal ID
deal status
deal title
deal client ID
deal client email
deal client name
deal client first name
deal client last name
deal client postal address
deal client main phone
deal value
organization ID
organization name
organization full address
organization address: subpremise
organization address: number
organization address: street
organization address: neighborhood
organization address: locality
organization address: city
organization address: state
organization address: country
organization address: postal code
organization formatted address
expected close date
deal won date
deal lost date
loss reason
deal creation date
currency
product names
product discounts
total product discounts
product quantity summary
product unit price summary
product total summary
deal creator ID
deal creator name
deal creator email
deal owner ID
deal owner name
deal owner email
deal update date
stage ID
stage name
pipeline ID
pipeline name
stage change date
deal client: total open deals
deal client: total won deals
deal client: total lost deals
organization: total open deals
organization: total won deals
organization: total lost deals
deal notes
deal files
total item count
Deal attachments: Single zipped file
Deal attachments: Attachment names
Lost proposal
For each lost proposal on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost proposal
For each lost proposal on PloomesTrigger Premium
Proposal: ID
Proposal: Contact ID
Proposal: Customer name
Proposal: Title
Proposal: Date
Proposal: Number
Proposal: Contact name
Proposal: ID of the Currency Used
Proposal: Amount
Proposal: Discount
Proposal: Due Date
Proposal: Delivery Time
Proposal: Payment Method
Proposal: Description
Proposal: Observations
Proposal: Shipping Cost
Proposal: Shipping Method
Proposal: Number of Installments
Proposal: Key
Proposal: Document URL
Proposal: Creation Date
Proposal: Last Update Date
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Customer: Country
Customer: Position
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Contacted: ID
Contact: Type ID
Contact: Name
Contact: Legal Name
Contact: Legal Registration
Contact: CNPJ
Contact: CPF
Contact: Birthday
Contact: Next birthday
Contact: Previous birthday
Contact: Observations
Contact: Email
Contact: Website
Contact: Skype
Contact: Facebook
Contact: City
Contact: State
Contact: Country
Contact: Position
Contact: Department
Contact: Address
Contact: Address Number
Contact: Address Supplement
Contact: Neighborhood
Contact: Zip Code
Contato: Zipcode
Contact: Marketing Email
Contact: CNAE Code
Contact: CNAE Name
Contact: CNAE Secondary Name
Contact: Telephone Numbers (separated by commas)
Card: ID
Card: Name
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Products: Product Name (separated by commas)
Products: Quantity (separated by commas)
Products: Unit price (separated by commas)
Products: Discount (separated by commas)
Products: Total sales (separated by commas)
Products: Product Code (separated by commas)
Products: Name with Quantity and Units Sold
Products: Names, quantities, and unit prices (separated by commas)
Internship: ID
Internship: Name
Stage: Pipeline ID
Stage: Last stage of the pipeline?
Internship: Pipeline position
Pipeline: ID
Pipeline: Name
Pipeline: Single Unit Name
Pipeline: Plural Unit Name
Created proposal
For each created proposal on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created proposal
For each created proposal on PloomesTrigger Premium
Proposal: ID
Proposal: Contact ID
Proposal: Customer name
Proposal: Title
Proposal: Date
Proposal: Number
Proposal: Contact name
Proposal: ID of the Currency Used
Proposal: Amount
Proposal: Discount
Proposal: Due Date
Proposal: Delivery Time
Proposal: Payment Method
Proposal: Description
Proposal: Observations
Proposal: Shipping Cost
Proposal: Shipping Method
Proposal: Number of Installments
Proposal: Key
Proposal: Document URL
Proposal: Creation Date
Proposal: Last Update Date
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Customer: Country
Customer: Position
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Contacted: ID
Contact: Type ID
Contact: Name
Contact: Legal Name
Contact: Legal Registration
Contact: CNPJ
Contact: CPF
Contact: Birthday
Contact: Next birthday
Contact: Previous birthday
Contact: Observations
Contact: Email
Contact: Website
Contact: Skype
Contact: Facebook
Contact: City
Contact: State
Contact: Country
Contact: Position
Contact: Department
Contact: Address
Contact: Address Number
Contact: Address Supplement
Contact: Neighborhood
Contact: Zip Code
Contato: Zipcode
Contact: Marketing Email
Contact: CNAE Code
Contact: CNAE Name
Contact: CNAE Secondary Name
Contact: Telephone Numbers (separated by comma)
Card: ID
Card: Name
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: ID of the deal stage on the card
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Products: Product Name (separated by commas)
Products: Quantity (separated by commas)
Products: Unit price (separated by commas)
Products: Discount (separated by commas)
Products: Total sales (separated by commas)
Products: Product Code (separated by commas)
Products: Name with Quantity and Units Sold
Products: Names, quantities, and unit prices (separated by commas)
Internship: ID
Internship: Name
Stage: Pipeline ID
Stage: Last stage of the pipeline?
Internship: Pipeline position
Pipeline: ID
Pipeline: Name
Pipeline: Single Unit Name
Pipeline: Plural Unit Name
Lost deal
For each lost deal on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost deal
For each lost deal on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
cliente do deal endereço postal
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
expected close date
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
ID is the stage
Step name
Pipeline ID
Pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
Link to deal file(s)
Total quantity of items
Created activity
For each created activity on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created activity
For each created activity on PipedriveTrigger
Activity: ID
Activity: Title
Activity: Creator ID
Activity: Description
Activity: 0 - Not done, 1 - Done
Activity: Due date ('dd/mm/yyyy - hh:mm:ss')
Activity: Parent activity ID
Activity: Assignee ID
Activity: Creation date ('dd/mm/yyyy - hh:mm:ss')
Activity: Update date ('dd/mm/yyyy - hh:mm:ss')
Activity: Completion date ('dd/mm/yyyy - hh:mm:ss')
Contact: ID
Contact: Full name
Contact: First name
Contact: Last name
Contact: Creation date and time
Contact: Primary email
Contact: Primary phone
Contact: Email list
Contact: Phone list
Company: ID
Company: Organization name
Company: Organization address
Company: Owner ID
Company: Owner name
Deal: ID
Deal: Title
Deal: Status
Deal: Creation date
Deal: Value without format
Deal: Value on format (reais)
Deal: Won deal date
Deal: Loss date
Deal: Stage ID
Deal: Stage name
Deal: Notes
Deal: Pipeline ID
Deal: Pipeline name
Deal: Products name
Deal: Products discount
Deal: Sum of product discounts
Deal: Product quantity summary
Deal: Product unit price summary
Deal: Product sum summary
Deal: Won date ('dd/mm/yyyy - hh:mm:ss')
Deal: Lost date ('dd/mm/yyyy - hh:mm:ss')
Deal: Creation date ('dd/mm/yyyy - hh:mm:ss')
Deal: Update date ('dd/mm/yyyy - hh:mm:ss')
Deal: Stage change date ('dd/mm/yyyy - hh:mm:ss')
Won Card
For each won card on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won Card
For each won card on PloomesTrigger
Card: ID
Card: Name
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Customer: Country
Customer: Position
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Person: ID
Person: Type ID
Person: Name
Person: Legal Name
Person: Legal Registration
Person: CNPJ
Person: CPF
Person: Birthday
Person: Upcoming birthday
Person: Previous birthday
Person: Observations
Person: Email
Person: Website
Person: Skype
Person: Facebook
Person: City
Person: State
Person: Country
Person: Position
Person: Department
Person: Address
Person: Address Number
Person: Address Complement
Person: Neighborhood
Person: Zip Code
Person: Zipcode
Person: Marketing Email
Person: CNAE Code
Person: Name CNAE
Person: Secondary Name CNAE
Person: Phone Numbers (separated by comma)
Status: Id
Status: Name
Pipeline: Pipeline ID
Pipeline: Pipeline name
Pipeline: Pipeline name in singular
Pipeline: Pipeline name in plural
Internship: ID
Stage: Name of the stage in the pipeline
Stage: Pipeline ID
Stage: Last stage of the pipeline when the card has been closed
Stage: Position in the pipeline (number)
Card Owner: Name
Card Owner: Email
Won proposal
For each won proposal on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won proposal
For each won proposal on PloomesTrigger Premium
Proposal: ID
Proposal: Contact ID
Proposal: Customer name
Proposal: Title
Proposal: Date
Proposal: Number
Proposal: Contact name
Proposal: ID of the Currency Used
Proposal: Amount
Proposal: Discount
Proposal: Due Date
Proposal: Delivery Time
Proposal: Payment Method
Proposal: Description
Proposal: Observations
Proposal: Shipping Cost
Proposal: Shipping Method
Proposal: Number of Installments
Proposal: Key
Proposal: Document URL
Proposal: Creation Date
Proposal: Last Update Date
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Customer: Country
Customer: Position
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Contacted: ID
Contact: Type ID
Contact: Name
Contact: Legal Name
Contact: Legal Registration
Contact: CNPJ
Contact: CPF
Contact: Birthday
Contact: Next birthday
Contact: Previous birthday
Contact: Observations
Contact: Email
Contact: Website
Contact: Skype
Contact: Facebook
Contact: City
Contact: State
Contact: Country
Contact: Position
Contact: Department
Contact: Address
Contact: Address Number
Contact: Address Supplement
Contact: Neighborhood
Contact: Zip Code
Contato: Zipcode
Contact: Marketing Email
Contact: CNAE Code
Contact: CNAE Name
Contact: CNAE Secondary Name
Contact: Telephone Numbers (separated by commas)
Card: ID
Card: Name
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Products: Product Name (separated by commas)
Products: Quantity (separated by commas)
Products: Unit price (separated by commas)
Products: Discount (separated by commas)
Products: Total sales (separated by commas)
Products: Product Code (separated by commas)
Produtos: Nomes e quantidades (separado por vírgulas)
Products: Names, quantities, and unit prices (separated by commas)
Internship: ID
Internship: Name
Stage: Pipeline ID
Stage: Last stage of the pipeline?
Internship: Pipeline position
Pipeline: ID
Pipeline: Name
Pipeline: Single Unit Name
Pipeline: Plural Unit Name
Card Owner: Name
Card Owner: Email
Created client
For each created client on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created client
For each created client on PloomesTrigger
Customer: ID
Customer: Type ID
Customer: Name
Customer: Legal Name
Customer: Legal Registry
Customer: CNPJ
Customer: CPF
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Customer: Country
Customer: Position
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Customer: Contact Type ID
Customer: Type of Contact (Person or Company)
Customer Company: ID
Customer Company: Type ID
Customer Company: Name
Customer Company: Legal Name
Customer Company: Legal Registration
Customer Company: CNPJ
Customer Company: CPF
Customer Company: Birthday
Customer Company: Upcoming anniversary
Customer Company: Previous birthday
Customer Company: Email
Customer Company: Website
Customer Company: Skype
Customer Company: Facebook
Customer Company: Address
Customer Company: Address Number
Customer Company: Address Complement
Customer Company: Zip Code
Customer Company: Zip Code abroad
Customer Company: Marketing Email
Customer Company: CNAE Code
Customer Company: CNAE Name
Customer Company: CNAE Secondary Name
Create or update deal
create/update a deal on PipedriveHow it works:
Whenever something happens on the source app
1. A deal will be created/updated from a pipeline stage on Pipedrive
2. A person associated with this deal will be created/updated on Pipedrive
3. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on Pipedrive (Round Robin)
All happening in a single automation! ✨
Create or update deal
create/update a deal on PipedriveAction
Distribute new deal
Select sellers
Owner's email
Deal owner update logic
Update deals
Deal uniqueness criterion
Deal title Required
Expected closing date of the deal
Person unicity criteria
Customer name
Customer email
Deal amount
Product's name
Organization name
Deal label
Customer phone
Customer phone number 2
Address: city
Address: state
Contact's date of birth
Grades
Channel name
Currency referring to the amount
Create or update card
create/update a card on PloomesHow it works:
Whenever something happens on the source app
1. A card will be created/updated from a pipeline stage on Ploomes
2. A person associated with this card will be created/updated on Ploomes
3. A company associated with this card will be created/updated on Ploomes
4. If desired, the created/updated card can be assigned to a salesperson or distributed among registered salespeople on Ploomes (Round Robin)
All happening in a single automation! ✨
Create or update card
create/update a card on PloomesAction
Choose the sellers who will be responsible for the cards created
List of sellers
Seller's email
Title Required
Start date
Amount
Initial amount
Person: Name
Person: Email
Person: Phone
Company: Social Name
Person: CPF
Company: Name
Company: Email
Company: CNPJ
Company: Website
Company: Facebook
Company Address: Street
Company Address: Number
Company Address: Complement
Company Address: Neighborhood
Company Address: Zip Code
Company Address: State
Company Address: City
Person: Birthday
Person Address: Street
Person Address: Number
Person Address: Complement
Person Address: Neighborhood
Person Address: Zip Code
Person Address: State
Person Address: City
Create or update contact
create or update a contact on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create or update contact
create or update a contact on PipedriveAction
Person unicity criteria
Persons name Required
Person's email
Person's phone
Seller responsible for the person
Person's date of birth
Person's phone number 2
Organization name
Address: city of the organization
Address: organization state
Create or update client
create/update a customer on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create or update client
create/update a customer on PloomesAction
Person: Name
Person: Email
Company: Social Name
Person: CPF
Person: Position
Email do responsável
Person: Department
Person: Birthday
Person: Phone
Company: Company Name
Company: Email
Company: CNPJ
Person: 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
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Automate Pipedrive and Ploomes with Pluga integrations
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For each won deal on Pipedrive, 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.
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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.
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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.
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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.
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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 Pipedrive + 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. 
Pipedrive
CRMPipedrive is a sales management and CRM platform. The app helps businesses of all sizes organize and track the sales process, manage contacts, and close deals.
Integrations with Pipedrive Visit Pipedrive Ploomes
CRMPloomes 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