involve.me + Zomentum

involve.me + Zomentum integrations

Create or update Zomentum opportunities from new completed involve.me submissions

Save time and streamline your sales process with this automation. When a new completed submission is received in involve.me, this workflow will create or update an opportunity in Zomentum, ensuring your sales team always has the latest information at their fingertips. Stay organized and focus on closing more deals while this integration handles the behind-the-scenes work for you.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create or Update OpportunityCreate or Update Opportunity
ActionWrite

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More things you can do with involve.me and Zomentum

Discover other triggers and actions you can use with involve.me and Zomentum

- involve.me Funnel
  Required
Trigger
Instant
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- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
Client Created
Triggers when a new client is created.
Trigger
Polling
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Contact Created
Triggers when a new contact is created.
Trigger
Polling
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Document Approved
Triggers when to get items details for the approved document.
Trigger
Polling
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Document Updated
Triggers when Document is updated.
Trigger
Polling
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Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Polling
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- ClientCompanyId
- name
  Required
- companyType
  Required
- logo
- Address Line 1
- Address Line 2
- pincode
- state
- country
- phone
- City
- Website
- Owner
- Source
- Campaign
- TwitterURL
- FacebookURL
- LinkedURL
- DateAcquired
- Owner Email
Action
Write
- OpportunityId
- Name
  Required
- Client Name
  Required
- Contact Email
- Opportunity Type
- Opportunity Pipeline
  Required
- Opportunity Stage
  Required
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
  Required
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ClientUserId
  Required
Action
Search

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
Client Updated
Triggers when a client is updated.
Trigger
Polling
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Contact Updated
Triggers when a contact is update.
Trigger
Polling
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Document Created
Triggers when a new Document is created.
Trigger
Polling
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Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Polling
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Users
Triggers when fetch owner while creating client.
Trigger
Polling
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- ClientCompanyId
- email
  Required
- phone
- clientCompanyName
  Required
- contactType
- first
  Required
- last
- JobTitle
- Department
Action
Write
- OpportunityId
  Required
- Name
- Client Name
- Contact Email
- Opportunity Type
- Opportunity Pipeline
- Opportunity Stage
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- ClientCompanyId
  Required
- GetOpportunities
- GetClientContact
Action
Search
- OpportunityId
  Required
Action
Search

About involve.me

involve.me is a AI quiz funnel builder with built-in email automation. Create quizzes, assessments, calculators & forms with personalized email sequences.

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Related categories

Forms & Surveys

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About Zomentum

Zomentum is a sales funnel management tool built for MSPs

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