Ploomes for WooCommerce — customers and deals from orders in your CRM

Ploomes for WooCommerce sends customers from orders to Ploomes (a Brazilian CRM): when an order reaches a status you choose, a contact appears in Ploomes, and in Pro a deal in the funnel as well. No duplicates: the contact is looked up by e-mail, then by CPF/CNPJ.

This module has never run against the real Ploomes.

What goes to Ploomes

Name, e-mail, phone in the form (11) 91234-5678, address (street, number, neighborhood, CEP) and CPF or CNPJ into the register field when the “Brazilian Market” plugin collects them. You choose the contact type, phone type and origin. If the contact exists already, you can fill only empty fields, replace the data or leave it alone.

Queue and log

Sending runs in the background: if Ploomes answers 429 the plugin waits; if the key is refused, sending stops and the jobs are kept and put back to work as soon as you save a working key. A copy of the site at another address sends nothing until you confirm it is the real shop. The log shows every job and the reason of a failure.

What Pro adds

A deal for each order (title from a template, amount, funnel stage, BRL currency), won or lost together with the order status, notes in the timeline, custom text fields from order data, bulk sending and e-mail alerts.

How it works, step by step

1. In Ploomes you create an integration user and copy its User-Key.
2. You paste the key in the plugin; it reads the lists of types, funnels and reasons.
3. You choose the order statuses that send the customer.
4. An order changes status and a job joins the queue.
5. The background creates or updates the contact (in Pro the deal too) and records the result in the order.

Under the hood

• The User-Key is stored encrypted.
• A lost answer after creating a contact does not make a duplicate: before a repeat the plugin checks whether the contact exists.
• The Ploomes limit (120 calls a minute) is respected.
• Works with HPOS.

How to install

1. Plugins → Add New → Upload Plugin: pick the zip and activate.
2. WooCommerce → Ploomes → Connection: paste the User-Key.
3. On the Contacts tab choose the statuses, types and behaviour for duplicates.
4. Make a test order and look at the Activity tab.
5. For Pro: paste the key or start the 7-day trial.

The plugin is not on wordpress.org yet: the free version and Pro are one archive from this page. Without a key it works as the free version.