Zomentum is integrated through ConnectWise Manage or Autotask opportunities.
When integrated with CloudRadial, selected opportunities are shown as Quotes under the company's Account > Quotes tab with references to the most recent document PDF and the link to the order portal.
When connected to a supported PSA, there is no need for additional API keys or steps to integrate Zomentum. CloudRadial will pull the opportunities from the relevant companies and show them within the portal.
To enable the sync:
- Navigate to Partner > Settings > Integrations (on the right, under the Configuration column)
- Select any one of the following integration options:
- ConnectWise Sell
- Set your specific Opportunity Types and Statuses that should be presented
- Leaving these fields blank will pull all opportunities into the company
Once these steps are complete, you will be able to see your Zomentum quotes in the portal under Account > Quotes.