> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting Zomentum to Neo

> Create a Zomentum API User, generate its token and save the refresh token in Neo

You connect Zomentum once at the MSP level, with an API User.

## Before you start

* Zomentum's API is on its **Growth** plan.
* Neo acts as the API User, with the permission level and default owner you give it. Every document, task and change Neo makes shows that user.

## 1. Create the API User in Zomentum

In Zomentum, open **Settings** → **Users** → **Add User**. Set the permission level to **API User**, and use **Default owner** to choose who owns the records Neo creates.

## 2. Generate the token

Open the API User and click **Generate token**. Zomentum shows an access token and a refresh token. Copy the **Refresh Token**.

## 3. Save it in Neo

**1. Open Integrations**

In the Neo Dashboard, open **Integrations** and find the Zomentum card, under Sales & Quoting.

**2. Save the refresh token**

Paste the refresh token into **Refresh Token** and click **Save settings**. Neo uses it to get an access token before saving, so a wrong token is rejected straight away.

Neo keeps the connection alive from then on. Each time Neo renews its access token, Zomentum ends the one before, so keep this API User for Neo alone: another program that uses the same token stops Neo's connection, and Neo's stops the other's.

If you delete the API User, or generate a new token for it, Neo stops reaching Zomentum and sends you a message in the dashboard. Generate a token (step 2) and save the new refresh token.

## 4. Turn Zomentum on per agent

Open the agent, go to the Integrations section, and pick an access profile for the Zomentum block, or set each area yourself:

| Area | Access levels you can pick | Notes |
| - | - | - |
| **Clients & Contacts** | Disabled, Read Only, Read / Write | Finding the client and contact of a quote. |
| **Opportunities & Pipelines** | Disabled, Read Only, Read / Write | Stalled deals, the pipeline report. |
| **Quotes & Proposals** | Disabled, Read Only, Read / Write | Drafting documents and reading their status. |
| **Products & Tax** | Disabled, Read Only, Read / Write | Prices and costs; Read Only keeps your catalog as it is. |
| **Sales Activities** | Disabled, Read Only, Read / Write | Follow-up tasks and the last contact with a client. |
| **Account & Users** | Disabled, Read Only | Users and custom fields. |
| **Webhooks** | Disabled, Read Only, Read / Write | Where Zomentum sends its changes. |

See [Zomentum API](https://docs.neoagent.io/agents/tools/sales/zomentum-api.md) for the profiles and what the agent can read and change.


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