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Introduction

Integrating Momentum with various systems ensures seamless workflow and enhanced productivity. This overview provides detailed steps on how Momentum accesses each system, ensuring a smooth installation process.

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Systems and Access Methods

Momentum integrates with the following systems using specific access methods:
  1. Salesforce
  2. Slack
  3. Google Calendar
  4. Gong
  5. Clari
  6. Clari Copilot
  7. Dialpad
  8. Chorus by ZoomInfo

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Momentum Permissions Overview

Momentum installation is straightforward and involves three key steps. Here’s a breakdown of the necessary system accesses and permissions needed:

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Step 1: Installing the Momentum Slack App

Permissions Required:
  • Slack system administrator permissions
Installation Process:
  • Click the provided link to install Momentum in Slack.
What does the installation do?
  • Momentum will access specific Slack permissions, such as posting messages or inviting participants to channels. The app will appear as a Slack app for your team to interact with but won’t proactively contact team members.
Why is this necessary?
  • Momentum’s primary interactions and workflows are built on top of Slack. This integration ensures team members can efficiently use Momentum to update deals and receive notifications and call notes.
Warnings and Considerations:
  • Momentum will not read messages or history from channels it’s not invited to. It doesn’t need access to every channel in your organization.

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Step 2: Granting Momentum Access to Salesforce

Permissions Required:
  • Any user with the Customize Application permission may install Momentum
Installation Process:
  • Authentication and installation takes place via OAuth. There’s no need to change your Salesforce configuration or install a new package.
What does the installation do?
  • Momentum is a highly flexible tool purposefully designed to agentically improve your specific deal cycle. As such, there are different permission configurations based on the use case.
Permission Requirements by Product:
PermissionInstallationCI, Summary Agents, and Signal AgentsCRM AgentsCRM Agents (Advanced)
Installation Permissions
Customize Application✅✅✅✅
Read Access to Objects
Account✅✅✅
Lead✅✅✅
Opportunity✅✅✅
Contact✅✅✅
OpportunityContactRole✅✅✅
Event✅✅✅
Task✅✅✅
User✅✅✅
Edit Access
Fields Momentum updates✅✅
Advanced Permissions
Send Outbound Messages✅
Manage Flows✅
View All Data✅
Modify Metadata✅
Notes:
  • Installation: Basic OAuth installation only requires Customize Application permission
  • CI, Summary Agents, and Signal Agents: Requires read access to core Salesforce objects
  • CRM Agents: Adds edit permissions for fields that Momentum will update
  • CRM Agents (Advanced): Includes Notifications + Retropilot features using event-based architecture with flows and outbound messages
Why is this necessary?
  • Salesforce integration allows Momentum to read and update CRM data, ensuring your deal information stays current and accurate across all systems.
Warnings and Considerations:
  • Permission levels vary based on the Momentum features you plan to use. Advanced features require additional Salesforce permissions for optimal functionality.

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Step 3 (Optional): Granting Momentum Access to Video Conferencing or Call Recording Tools

Permissions Required:
  • Video conferencing administrator permissions
Installation Process:
  • Review the documentation for your specific call recording tool.
What does the installation do?
  • This step allows Momentum AI to collect customer call data, including titles, attendees, transcripts, and video recordings.
Why is this necessary?
  • To analyze customer calls, connect those calls with CRM objects, and update the CRM accordingly, Momentum needs to record and transcribe the calls. Calendar details help detect new meetings and their attendees, while call transcripts provide the content for analysis.
Warnings and Considerations:
  • Depending on your tools, this step may require only administrator access (for Zoom, Gong, Dialpad, and Copilot), or individual reps’ calendar access. These permissions allow Momentum to read calendar events and meetings.

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Specific Requirements for Call Recording Tools:

  • Gong: Requires a Gong Technical Administrator account.
  • Clari Copilot: Requires a Copilot Access Token.
  • Chorus by ZoomInfo: Requires an API Key.
  • Dialpad: Requires a Dialpad Integration Token.
  • Google Meet: Requires a Google Workspace admin.
  • Zoom: Requires a Zoom Business One license and a Zoom Administrator.

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Conclusion

By following these steps, you’ll ensure that Momentum integrates seamlessly with your existing systems, providing your team with enhanced capabilities for managing customer interactions and workflows. If you have any questions or require further assistance, our support team is here to help.