Zomentum once integrated with your Connectwise manage, allows you to sync Opportunity, Client, Contact, Products in Zomentum to Opportunity, Company, Contact & Products in Connectwise.


2-way integration will,

  •  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.
  • Add a link of related documents as a Note to the opportunity
  • Push it to the product catalog of Connectwise, whenever a new product is created.

All you need to do is choose what to sync and you are ready to go