Integrate Zomentum with Retently

Trigger NPS/CSAT surveys after significant client interactions or opportunity updates, sync customer profiles and contact information between Zomentum and Retently, and use survey feedback to enhance sales strategies and client relationship management.

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About Zomentum

Zomentum is a sales and CRM platform that helps businesses manage client relationships and streamline opportunities. It supports various functionalities such as client and contact management, document handling, and opportunity tracking.

Zomentum logoRetently

Zomentum to Retently

1

Client Created

Triggers when a new client is created.
2

Contact Created

Triggers when a new contact is created.
3

Document Approved

Triggers when to get items details for the approved document.
4

Document Updated

Triggers when a document is updated.
5

Opportunity Updated

Triggers when an opportunity is updated.
6

Client Updated

Triggers when a client is updated.
7

Contact Updated

Triggers when a contact is updated.
8

Document Created

Triggers when a new document is created.
9

Opportunity Created

Triggers when a new opportunity is created.
RetentlyZomentum logo

Retently to Zomentum

1

Create or Update Client

Creates or updates a client.
2

Create or Update Opportunity

Creates or updates an opportunity.
3

API Request (Beta)

Makes a raw HTTP request that includes this integration's authentication.
4

Get Client Contact

Finds client contact by ID.
5

Users

Fetches owner information while creating client.
6

Create or Update Contact

Creates or updates a contact.
7

Update Opportunity

Updates an opportunity.
8

Get Client Company

Finds client company by ID.
9

Get Opportunity

Finds opportunity by ID.

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