In this article, we will help you integrate our Zomentum account with your Connectwise Manage PSA account using a native integration feature within Zomentum.
This integration would allow you to,
- Sync Opportunity, Client, Contact, Products in Zomentum to Opportunity, Company, Contact & Products in Connectwise.
- Push the Opportunity and the related Client & Contact to Connectwise, whenever an Opportunity is marked as Won in Zomentum
- Add a link of related documents in Zomentum as a Note to the opportunity in Connectwise
- Push it to the product catalog of Connectwise, whenever a new product is created we
To begin with, you would need the following
1. Admin Access to Zomentum Account
2. Admin Access to Connectwise Manage account.
Setting up the integration
- Login in to your Zomentum account
- Navigate to Settings -> Integrations tab
- Under 3rd party integrations-> Connectwise Manage -> Click on Connect
- A right-side drawer will appear where you will be asked to enter your Connectwise credentials.
- To get your Connectwise credentials please follow the instructions given below
- Once you have the Private and Public API keys, copy-paste the same into the Zomentum drawer for Connectwise Integration.
- Click on "Save" and you are now integrated.