Zomentum is a solution for accelerating sales process for the MSPs through sales funnel management, product catalog management, document/proposals builder. Autotask-Zomentum integration is intended to provide sync between both Autotask and Zomentum ecosystem.
What does Zomentum sync from AutoTask?
- Zomentum pulls in all the opportunities that you have in AutoTask including Full name, contact details and address.
- Zomentum pulls in all the details of your clients including work address, work emails and contact details.
- Zomentum pulls in all the products that you have in your product catalog including all the details regarding product specifications, pricing plans etc. and sync them with the product catalog in Zomentum.
What does Zomentum sync to AutoTask?
- Any opportunity you close (won or lost) in Zomentum we will push that opportunity to Autotask.
- We also push related Client and Client Contact along with the opportunity to Autotask
- We will also push any documents with a Quote block in it to Autotask. All the products in the quote block will be synced as Quote Line items in Autotask
- Whenever you create a Product in Zomentum, we push the product to Autotask
- All the Products with Type Other will sync to Products in Autotask
- All the Products with Type in Hardware and Softwares will sync to Product Catalog in Autotask
- All the Products with Type Services will sync to Services in Autotask.
- All the Products with Type Bundle will sync to Service Bundle in Autotask. While pushing Service Bundles to Autotask, if any of the child products are of type Hardware, Software, or Labor, we would skip syncing those products
- All the Products with Type Labour won't be synced to Autotask. Labor used in Documents will be synced as Labor line items in Autotask but not in Product & Services
How to set up Autotask integration with Zomentun?
Follow the below video to know how to set up Autotask integration with Zomentum
Frequency of sync
Zomentum pulls in data from Autotask every 1 hour.