Zomentum Integrations

CRM (Customer Relationship Management)

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QuickBooks Online

Accounting

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Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

LeadConnector

Marketing Automation

Gmail

Email, Google

Webhooks by Zapier

Developer Tools, Zapier

Gravity Forms

Forms & Surveys, WordPress

QuickBooks Online

Accounting

Filter by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

LeadConnector

Marketing Automation

QuickBooks Online

Accounting

Filter by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

LeadConnector

Marketing Automation

Gmail

Email, Google

Webhooks by Zapier

Developer Tools, Zapier

Gravity Forms

Forms & Surveys, WordPress

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Quickly automate Zomentum integrations with Zapier's templates

Create Xero sales invoices from newly approved documents in Zomentum
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Zomentum + Xero
Update Zomentum opportunities with new deals from ActiveCampaign
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ActiveCampaign + Zomentum
Create or update Zomentum contacts from new Typeform entries
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Typeform + Zomentum
Create Zomentum clients from new HubSpot companies
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HubSpot + Zomentum
Create or update clients in Zomentum from new Gravity Forms submissions
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Gravity Forms + Zomentum
Add new opportunities in Keap Max Classic to Zomentum
Premium
Details
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Zomentum

Create Xero sales invoices from newly approved documents in Zomentum

Premium

Zomentum + Xero

Update Zomentum opportunities with new deals from ActiveCampaign

ActiveCampaign + Zomentum

Create or update Zomentum contacts from new Typeform entries

Typeform + Zomentum

Create Zomentum clients from new HubSpot companies

HubSpot + Zomentum

Create or update clients in Zomentum from new Gravity Forms submissions

Gravity Forms + Zomentum

Add new opportunities in Keap Max Classic to Zomentum

Premium

Zomentum

Supported triggers and actions

What does this mean?

Client Created
Triggers when a new client is created.
Trigger
Scheduled
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Contact Created
Triggers when a new contact is created.
Trigger
Scheduled
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Document Approved
Triggers when to get items details for the approved document.
Trigger
Scheduled
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Document Updated
Triggers when Document is updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Scheduled
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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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ClientUserIdRequired
Action
Search

Client Updated
Triggers when a client is updated.
Trigger
Scheduled
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Contact Updated
Triggers when a contact is update.
Trigger
Scheduled
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Document Created
Triggers when a new Document is created.
Trigger
Scheduled
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Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Scheduled
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Users
Triggers when fetch owner while creating client.
Trigger
Scheduled
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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

About Zomentum

Zomentum is a sales funnel management tool built for MSPs

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Popular Zomentum Integrations