Add new opportunities in Keap Max Classic to Zomentum
Use this automation to create an opportunity in Zomentum whenever a new one is added in Infusionsoft (Keap Max Classic).
Use this automation to create an opportunity in Zomentum whenever a new one is added in Infusionsoft (Keap Max Classic).
- When this happens...New Opportunity
Triggers when you add a new opportunity.
- automatically do this!Create or Update Opportunity
Create or Update Opportunity
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New Action sequence
Triggered when a new action sequence is added.
Try ItNew Company
Triggers when you add a new company.
Try ItNew Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Try ItCredit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Try It