For businesses utilizing Zomentum to manage CRM processes, integrating your website contact forms directly into Zomentum using Zapier can automate the creation or updating of client companies, contacts, and opportunities. This guide will focus on using popular WordPress plugins like Contact Form 7 or Gravity Forms for this purpose.


Step-by-Step Integration Using Contact Form 7 or Gravity Forms

1) Prepare Your Contact Form:

  • Ensure your website has either Contact Form 7 or Gravity Forms installed and set up to capture essential information such as name, email, company, and details relevant to potential opportunities.


2) Set Up Zapier Integration:

  • Create an account on Zapier and connect your contact form plugin by selecting it as the trigger app. This sets up the initial data capture mechanism when a form is submitted.


3) Configure Zomentum Actions in Zapier:

  • After setting the contact form submission as the trigger, choose Zomentum as the action app. You will need to authenticate your Zomentum account within Zapier to proceed.
  • Configure three key actions in Zapier:
    • Create or Update Client: Maps the client-related fields from your form to Zomentum.
    • Create or Update Contact: Ensures that contact details are correctly populated in Zomentum.
    • Create or Update Opportunity: Utilizes specific opportunity-related information from the form to manage sales potential in Zomentum.


4) Field Mapping:

  • Carefully map each form field to the corresponding fields in Zomentum’s CRM modules. This ensures accurate and useful data transfer from the form submissions into Zomentum.


5) Testing and Activation:

  • Before making the Zap live, perform thorough testing by submitting test entries through your form. Check if Zomentum correctly captures all the data. Once satisfied with the setup, activate the Zap to automate the data flow.


Benefits and Considerations

  • Automating data entry not only saves time but also reduces the chances of manual errors.
  • Regularly review and update your Zapier integration to ensure alignment with any updates in Zomentum or the form plugins.


This setup streamlines the process of capturing and managing new leads or interactions through your website, directly feeding them into your Zomentum CRM system. For further details on setting up each plugin with Zapier, refer to the respective integration guides on the Zapier website.