Ploomes Integration for AI Agents
Ploomes is a Brazilian CRM focused on B2B sales, with pipelines, proposals and orders. Manufacturers, distributors and service companies use it. The agent connects through the public Ploomes API, with the integration user's key, to read and update customers, deals, proposals and tasks.
What AI agents do with Ploomes
A proposal built from the customer's request
The customer sends a list of items by email or WhatsApp. The agent finds the products in Ploomes, builds the proposal with the right price table and leaves it for the sales rep to review.
Discount above the approval limit
If a proposal exceeds the allowed discount, the agent opens an approval request for the manager with the margin and the customer's history, and releases it only after the OK.
Won order goes to the ERP
Once the deal is won, the agent takes the order to the ERP, such as Omie or TOTVS, and tells the customer the expected lead time.
Accounts with no contact
The agent lists customers in the portfolio with no interaction for a long time and suggests a reason for the rep to reach out, based on purchase history.
Connect Ploomes once. The agents use it within your rules.
- Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
- Each agent gets the right accessYou decide what each agent can read or do in Ploomes, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Ploomes and what it cost, all on record.
Ready-made AI teams that use Ploomes
Often used together with Ploomes
Questions about Ploomes and AI agents
Does iTeam integrate with Ploomes?
Yes. iTeam connects through the public Ploomes API with an integration user key created by your company.
Does the agent see every rep's accounts?
It sees what the integration user sees, and the agent's permissions can restrict it by team. Every change is recorded in the audit trail.
Do I need a specific Ploomes plan?
API access depends on the plan you have. We confirm that with you in the diagnosis.
