ZenContract is integrated through ConnectWise Manage or Autotask opportunities.
When integrated with CloudRadial, selected ZenContract opportunities are shown as Quotes under the company's Account > Quotes tab.
Setting Up the ZenContract Configuration
To connect ZenContract, you will need to:
- Navigate to Partner > Settings
- Navigate to Integrations (Under the Configuration column on the right-hand side)
- Select ZenContract on the right-hand side menu
- Enable the checkbox to show ZenContract quotes
- Optionally list any statuses of quotes that you wish to display within the portal
If you leave these blank, then all opportunities are presented to the company.
When connected to a supported PSA, there is no need for additional API keys or steps to integrate ZenContract. CloudRadial will pull the opportunities tied to their companies and show them in the portal.