Read opportunities, contacts, documents and tasks, and add tasks or comments in Zomentum.
Read Cogmento CRM contacts, companies, deals, tasks and cases; create records and complete tasks.
Read leads, customers, policies and tasks; add notes, tasks and leads in AgencyZoom.
Read deals, persons, organizations, activities and pipelines; create and update CRM records.
Search and read proofs, comments and activity, and add or resolve comments in Ziflow.
Add one secure layer between your agents and this server.
