Zapier Forms + Zomentum

Create or update Zomentum opportunities from new Zapier Forms form submissions

Streamline your lead management process with this efficient workflow that kicks into action every time a new form submission is received in the Zapier Forms app. It swiftly captures the details and updates or creates an opportunity in the Zomentum app, ensuring you never miss a potential lead. This automation makes lead tracking effortless and efficient, saving valuable time and resources.

When this happens...
Form Submission Created
Triggers when a new form submission is created.
TriggerInstant
automatically do this!
Create or Update Opportunity
Create or Update Opportunity
ActionWrite

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Supported triggers and actions

- Form ProjectRequired
- PageRequired
- ButtonRequired
Trigger
Instant
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- Form ProjectRequired
Trigger
Instant
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- Form ProjectRequired
Trigger
Instant
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- Form ProjectRequired
- PageRequired
- Stripe PaymentRequired
Trigger
Instant
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- Form ProjectRequired
- Email AddressRequired
Action
Write

- Form ProjectRequired
- Email AddressRequired
- NameRequired
Action
Search or 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
- emailRequired
- phone
- clientCompanyNameRequired
- contactType
- firstRequired
- last
- JobTitle
- Department
Action
Write
- OpportunityIdRequired
- 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
- ClientCompanyIdRequired
- GetOpportunities
- GetClientContact
Action
Search
- OpportunityIdRequired
Action
Search

- Form ProjectRequired
- PageRequired
- Block Type
Trigger
Instant
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- Form ProjectRequired
- PageRequired
- FormRequired
Trigger
Instant
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Form Project Created
Triggers when a new Form Project is created.
Trigger
Instant
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- Form ProjectRequired
- NameRequired
- Email AddressRequired
Action
Write
- Form ProjectRequired
- Email AddressRequired
Action
Search
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
- nameRequired
- companyTypeRequired
- 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
- NameRequired
- Client NameRequired
- Contact Email
- Opportunity Type
- Opportunity PipelineRequired
- Opportunity StageRequired
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first nameRequired
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ClientUserIdRequired
Action
Search