Callback24 + Zomentum

Create or update Zomentum opportunities from new Callback24 call requests

Effortlessly manage your sales pipeline with this seamless workflow between Callback24 and Zomentum. Whenever you receive a new call request in Callback24, this automation will create or update an opportunity in Zomentum. Keep your opportunities up-to-date and never miss a potential sale.

When this happens...
New Call Request
Triggers when users requests call
TriggerInstant
automatically do this!
Create or Update Opportunity
Create or Update Opportunity
ActionWrite

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Supported triggers and actions

- EventRequired
- Service
Trigger
Instant
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- Service
- Phone NumberRequired
- Call time
- Title
- Website URL
Action
Write
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

- Service
Trigger
Instant
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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

About Callback24

Callback24 is a complete lead generation solution to help increase your sales.

Related categories

Marketing

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

Callback24 + Zomentum

Create or update Zomentum opportunities from new Callback24 call requests

Supported triggers and actions

Call Event

Create a Phone Call

Client Updated

Contact Updated

Document Created

Opportunity Created

Users

Create or Update Contact

Update Opportunity

Get Client Company

GetOpportunity

New Call Request

Client Created

Contact Created

Document Approved

Document Updated

Opportunity Updated

Create or Update Client

Create or Update Opportunity

API Request (Beta)

Get Client Contact

About Callback24

Related categories

About Zomentum

Related categories

Similar apps

Zapier Interfaces