The Zomentum email integration allows MSPs to sync emails sent from Zomentum with a business email account (Gmail or Microsoft). Our calendar integration syncs Zomentum meetings and tasks in a similar manner.
Prerequisites:
A Zomentum account
Access to your calendar (supported calendar: Google Calendar, Exchange Calendar, iCal, or Outlook.com
Setting up the Integration
Log in to your Zomentum account
Go to Settings > Email Settings
Click on Add Account.
Sign in to your email account and grant access to Zomentum (Nylas is the third-party vendor we use to sync your emails to our platform).
Once the authentication is complete, you will be redirected to the Zomentum page. You can configure email and calendar settings here.
Email Settings and Calendar Settings
Calendar Integration
a. You would need to click on the option called “Connect Calendar”. This will help you configure the calendar for the integration and a pop-up would open up for the same!
b. You would be able to select from the calendars that are associated with your email, which had been integrated.
c. Select between a two-way or one-way sync for the calendar integration:
Two-way sync: In this sync type, Zomentum activities synchronise with your calendar, and all the Calendar events synchronise to Zomentum as Meetings.
One-way sync: Here, only Zomentum activities synchronise with your calendar. Only the edits to Zomentum activities in the calendar will synchronise with Zomentum. All the other meetings would be ignored with the sync to Zomentum.
d. Activity Sync from Zomentum: select if you want to sync Tasks from Zomentum to your calendar. All meetings scheduled within Zomentum will be synced
Zomentum tasks will sync as 5-minute meeting events in your calendar.
Zomentum does not sync with Google Tasks or Outlook To Do
e. "Create a contact from attendee list" can add attendees' email addresses in a calendar invite to your Zomentum Client contacts. This is only applicable if creating an event from your calendar to Zomentum.
f. Click on “Update Preference” to save your Calendar Preference.
If you would like to ignore certain domains (e.g. your company’s domain) while creating client contacts, add the details in the section "Specify domains you don't want to create contacts from"
Email Configuration
On the ‘Emails’ tab, select your preferred email privacy option in Zomentum. You have two options available for this.
Share all my linked email conversations with others in my company: In this privacy setting, the email correspondence between you and the associated customers to the opportunity and clients will be visible to all the users of your Zomentum Account.
Keep all my email conversations private: In this option, your conversations with the customers will be visible only to your profile.
P.S: This has to be set by each user individually. Changing this in a single profile will not reflect for other users.
Click ‘Update Preference” to complete the process.
Add Email Alias
Adding an Email Alias would let you give a name to the email id and the email would be shown to trigger with the name you are given in Alias. Zomentum only supports outgoing emails from current aliases. To avoid email delivery failures, ensure that all aliases are properly configured in your inbox
Please note: you will only see the option for adding the Email Alias after completing Email & Calendar Integration.
Navigate to Settings > Email Settings/
Once you have the Email and Calander integration, you will see an Option to “Add Email Alias”. Click on Add Alias button.
Add the name and email address in the pop-screen
Click on “Add Alias”.
Add Email Signature
An email signature is a block of text located at the end of e-mail messages containing contact information and other business details and links. You may attach the signature to all outgoing e-mails. You can add multiple signatures to your profile.
P.S: The option to add an Email Signature is only provided upon completing the Email & Calendar Integration.
Navigate to Settings > Email Settings.
Click on “Add Signature”
A pop-up will open where you can enter the title for the Signature and Signature body. You can make the signature the default one by toggling the option shown at the bottom.
Click ‘Save’
To delete your Email & Calendar Integration
If you wish to reverse the integration, simply click on the delete button which is shown for next to the email that has been integrated.
