The Zomentum and Salesforce integration combines Zomentum's sales engagement tools with Salesforce's CRM capabilities. This seamless connection allows businesses to sync leads, contacts, and opportunities effortlessly, streamlining sales workflows, enhancing data accuracy, and gaining deeper insights into customer relationships, ultimately boosting efficiency and sales performance.

By fostering growth, enhancing operational efficiency, and nurturing more resilient customer bonds, this integration empowers businesses to achieve lasting success in their sales endeavors. All through the synergy of Zomentum and Salesforce integration.

How to integrate Salesforce with Zomentum?

Initial Setup Requirements

Follow this guide to set up your Salesforce account.

The following steps need to be executed in the given order to set up the integration:

  1. Run Apex Script
  2. Connect Salesforce Organisation to a Zomentum for SaaS Vendors instance
  3. Configure Opportunity Stage Value Mappings
  4. Configure User Mappings
  5. Configure Flows to Send Data
  6. Create a PartnerAlign site
  7. Configure Webhooks
  8. Add PartnerAlign Fields to Layouts
  9. Set Organization Wide Address
  10. Add PartnerAlign Subscription Component to Lightning Pages

For additional FAQs related to this integration process, please refer to the FAQ page.

For any further queries, you can always reach out to our support team.