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Zomentum Integrations

CRM (Customer Relationship Management)

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HubSpot

Marketing Automation

LeadConnector

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

Autotask

CRM (Customer Relationship Management)

Salesforce

CRM (Customer Relationship Management)

Google Docs

Documents, Google

monday.com

Project Management

Syncro

CRM (Customer Relationship Management)

ActiveCampaign

Marketing Automation

HubSpot

Marketing Automation

LeadConnector

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

Autotask

CRM (Customer Relationship Management)

Salesforce

CRM (Customer Relationship Management)

Google Docs

Documents, Google

HubSpot

Marketing Automation

LeadConnector

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

Autotask

CRM (Customer Relationship Management)

Salesforce

CRM (Customer Relationship Management)

Google Docs

Documents, Google

monday.com

Project Management

Syncro

CRM (Customer Relationship Management)

ActiveCampaign

Marketing Automation

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Quickly automate Zomentum integrations with Zapier's templates

Create Xero sales invoices from newly approved documents in Zomentum
Premium
Details
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Zomentum + Xero
Create or update clients in Zomentum from new Gravity Forms submissions
Details
Try it
Gravity Forms + Zomentum
Create Zomentum clients from new HubSpot companies
Details
Try it
HubSpot + Zomentum
Add new opportunities in Keap Max Classic to Zomentum
Premium
Details
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Zomentum

Add recently created or updated HubSpot contacts to Zomentum
Details
Try it
HubSpot + Zomentum

Update HubSpot deals for new opportunities updates in Zomentum
Details
Try it
Zomentum + HubSpot

Create Xero sales invoices from newly approved documents in Zomentum

Premium

Zomentum + Xero

Create or update clients in Zomentum from new Gravity Forms submissions

Gravity Forms + Zomentum

Create Zomentum clients from new HubSpot companies

HubSpot + Zomentum

Add new opportunities in Keap Max Classic to Zomentum

Premium

Zomentum

Add recently created or updated HubSpot contacts to Zomentum

HubSpot + Zomentum

Update HubSpot deals for new opportunities updates in Zomentum

Zomentum + HubSpot

Supported triggers and actions

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
Try It
Users
Triggers when fetch owner while creating client.
Trigger
Scheduled
Try It
- 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