Syncro + Zomentum

Create new Syncro customers from new Zomentum clients

This workflow springs into action the moment a new client is added to your Zomentum system. Communication between Zomentum and Syncro ensures a new customer profile is promptly created in Syncro. This automation aids in streamlining your customer management process, eliminating the need for manual data entry and fostering efficient customer relationship management. Experience seamless integration while maintaining consistent and organized customer records across both platforms.

This workflow springs into action the moment a new client is added to your Zomentum system. Communication between Zomentum and Syncro ensures a new customer profile is promptly created in Syncro. This automation aids in streamlining your customer management process, eliminating the need for manual data entry and fostering efficient customer relationship management. Experience seamless integration while maintaining consistent and organized customer records across both platforms.

  1. When this happens...
    ZomentumZomentum
    Client Created

    Triggers when a new client is created.

    TriggerScheduled
  2. automatically do this!
    SyncroSyncro
    Create Customer

    Creates a Customer in your Syncro account.

    ActionWrite
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Supported triggers and actions

What does this mean?
syncro logo
syncro logo

About Syncro

Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing, full-featured RMM (remote machine management) and an emphasis on great communication.

Related categories

  • CRM (Customer Relationship Management)

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zomentum logo
zomentum logo

About Zomentum

Zomentum is a sales funnel management tool built for MSPs

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier