Zomentum and Salesflare

How to connect Zomentum

When client Created in Zomentum, find or create account, then find or create contact, then add contact to account in Salesflare.
When client Updated in Zomentum, find or create account, then find or create contact, then add contact to account in Salesflare.
When contact Created in Zomentum, find or create contact in Salesflare.
When contact Updated in Zomentum, find or create contact in Salesflare.
When opportunity Created in Zomentum, create opportunity in Salesflare.
When new Opportunity in Salesflare, create or Update Opportunity in Zomentum.

Zomentum is a sales funnel management tool built for MSPs

Start a workflow when this happens

Client Created — Triggers when a new client is created.
Client Updated — Triggers when a client is updated.
Contact Created — Triggers when a new contact is created.
Contact Updated — Triggers when a contact is update.
Document Approved — Triggers when to get items details for the approved document.

Show 5 more triggers

Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Create or Update Client — Create or Update Client
Create or Update Contact — Create or Update Contact
Create or Update Opportunity — Create or Update Opportunity
Update Opportunity — Update Opportunity

Look up existing records

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