How to Create Kommo Contacts from Google Sheets Using Pabbly Connect

Learn how to automate contact creation in Kommo from Google Sheets using Pabbly Connect. Follow these detailed steps to set up your integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To create Kommo contacts from Google Sheets, we first need to access Pabbly Connect. Begin by searching for Pabbly Connect in your browser and navigating to its landing page. If you don’t have an account, click on the ‘Sign Up for Free’ button; it only takes a couple of minutes to set up.

Once signed in, you will see a dashboard with various applications. Click on the ‘Access Now’ button under Pabbly Connect to start creating your workflow. This platform enables seamless connections between Google Sheets and Kommo, making it essential for automating your contact creation process.

2. Creating a Workflow in Pabbly Connect

Next, we will create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. A pop-up window will appear where you can name your workflow, such as ‘Create Kommo Contacts from Google Sheets’. Select a folder to save the workflow, and then click on ‘Create’ to proceed.

• Name your workflow appropriately.
• Choose a folder for better organization.
• Click ‘Create’ to finalize.

After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the workflow, while the action is what happens as a result. In our case, the trigger will be Google Sheets, and the action will be to create a contact in Kommo.

3. Setting Up the Trigger in Google Sheets

The next step is to set up the trigger using Pabbly Connect. Select Google Sheets as your trigger application. You will then need to choose the trigger event, which is ‘New or Updated Spreadsheet Row’. This event will activate the workflow whenever a new customer detail is added to the Google Sheet.

To connect Google Sheets with Pabbly Connect, you will need to use a webhook URL. Copy the provided webhook URL from Pabbly Connect and paste it into your Google Sheets extension setup. This connection allows data from the Google Sheet to be sent to Pabbly Connect.

• Go to Extensions in Google Sheets.
• Select the Pabbly Connect Webhook extension.
• Paste the webhook URL and set the trigger column to the desired column.

After configuring the webhook, enable the option to send data when a new entry is added. This setup ensures that every time a new customer detail is entered, it will automatically be sent to Pabbly Connect.

4. Configuring the Action in Kommo

Once the trigger is set up, we will configure the action to create a contact in Kommo using Pabbly Connect. Select Kommo as your action application and choose the action event as ‘Create Contact’. This action will be performed whenever the trigger activates.

To connect Kommo with Pabbly Connect, you will need to enter your Kommo subdomain. This can be found in your Kommo account URL. Paste this subdomain in the connection setup and click on ‘Save’. After that, grant access to allow Pabbly Connect to manage your contacts.

Select the action application as Kommo. Choose ‘Create Contact’ as the action event. Enter your Kommo subdomain and save the connection.

After connecting, you will need to map the fields from Google Sheets to the corresponding fields in Kommo. This mapping ensures that the data is accurately transferred and that new contacts are created with the correct information.

5. Testing the Integration

Now that everything is set up, it’s time to test the integration using Pabbly Connect. Add a new customer detail in your Google Sheet. Once the data is entered, it should automatically trigger the workflow, sending the data to Pabbly Connect.

Check your Kommo CRM to confirm that the new contact has been created with the details you entered in Google Sheets. This successful test indicates that the integration is functioning correctly, allowing for seamless contact management.

Add customer details in Google Sheets. Verify that the new contact appears in Kommo. Ensure all details are correctly mapped.

With this, you have successfully created a workflow that automatically creates contacts in Kommo from Google Sheets using Pabbly Connect. This integration saves time and enhances your CRM efficiency.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to create contacts in Kommo from Google Sheets. By following these steps, you can automate your contact management and streamline your workflow effectively.