Integration for Ploomes v1.0.0
Every form submission becomes a Ploomes client linked to its company, with the message as an interaction record; deals and stage sync in Pro.
No credit card for the trial. Pro from $5.75/mo, billed annually. 14-day money-back guarantee.
Stop copying enquiries from your inbox into Ploomes. Integration for Ploomes turns every form submission on your WordPress site into a Ploomes client, linked to its company, with the visitor's message added as an interaction record, so your sales team can follow up while the enquiry is still warm. When the person is already in Ploomes, their client record is updated instead of duplicated. Submissions are sent in the background and retried automatically if Ploomes is briefly unavailable. The whole settings screen is available in Brazilian Portuguese. This plugin is not affiliated with or endorsed by Ploomes.
Free
$0 forever
- Works with Contact Form 7, WPForms, Gravity Forms, Fluent Forms, Ninja Forms, Formidable Forms, Elementor Pro Forms, Forminator and FormForge, each with its own switch and field mapping
- Built-in form block and shortcode with spam protection; works without JavaScript
- Map to name, email, phone, company, CPF or CNPJ, website, address with CEP, notes, email-marketing consent and your custom fields
- Companies found by name or created, with the person linked to them
- No duplicates: existing clients found by email get empty fields filled and new phone numbers and tags added, nothing overwritten
- Origin, status and owner per form from your own Ploomes lists, with form tags as Ploomes tags
- The message and campaign saved as an interaction record on the client
- Optional sync of new WordPress users (by role) and WooCommerce customers, with profile changes kept up to date
- Background queue with retries and one-click resend, masked log with CSV export, encrypted credentials
- Admin screens in Brazilian Portuguese
Ploomes Pro
$69 per year, single site
Everything in Free, plus:
- Deals per form submission and per WooCommerce order, with amount, funnel stage, owner and deal custom fields
- Deals won when the order is completed and lost when it is cancelled or refunded
- Stage sync: stage, win and loss changes in Ploomes shown on the WooCommerce order or WordPress user
- Revenue widget: the deals won in the last 30 days and how many came from your site
- Routing rules with round-robin owners, more Ploomes accounts, historic entries backfill, mapping import and export
Screenshots
Pro pricing
One licence covers updates and support for a year. Pick the number of sites you run it on.
Checkout and licensing run on Freemius, our merchant of record. 14-day money-back guarantee. Prices in USD; any applicable tax is shown at checkout.
Requirements
WordPress 6.4 or newer (tested up to 7.1), PHP 7.4 or newer. Works with the block editor and the classic editor.
Installation
- Download the free version or start the Pro trial above. Freemius emails you the zip and, for Pro, your licence key.
- In WordPress go to Plugins → Add New → Upload Plugin, choose the zip and activate it.
- Pro: paste the licence key when the plugin asks for it, or later under the plugin's Account screen.
Stuck? Open a support ticket and include your WordPress and PHP versions.