How to integrate Google Sheets with Kommo to register a lead in Kommo when a row is added in Google Sheets

Step 1: Connect Google Sheets and Kommo with My Apps

First, let's connect the apps used in this flow with Yoom as My Apps.
After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu.

When the app search window appears, search for each app name.

Connect Google Sheets with My Apps

* Before connecting Google Sheets with My Apps, create the sheet to be used in the flow. If you create the sheet after connecting, the information may not be reflected correctly.
The sheet created this time is as follows.

The Lead ID in column B reflects the ID obtained in Kommo. Although it is not used directly in this flow, please make sure to create it as it may be used in a flow to update lead information.

Once created, proceed with the My Apps connection.
To connect Google Sheets, you need to log in with your Google account.

After searching for Google Sheets in "New Connection," click "Sign in with Google" in the image above.
Then, select your Google account and proceed to the "Log in to Yoom" screen, and click "Next."

As you proceed, a screen will appear asking Yoom for access to your Google account, so click "Continue."

Clicking "Continue" will automatically return you to the My Apps list page in Yoom, completing the connection.

Next, let's connect Kommo with My Apps.

Connect Kommo with My Apps

To connect Kommo with My Apps, the above three pieces of information are required.
After logging into Kommo, proceed to "Setting" → "Integrations" → "+CREATE INTEGRATION" in the left menu.

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When the INTEGRATION creation window appears, paste the specified redirect URL and enter other required fields by referring to the official website.

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Paste the obtained values into the Yoom screen and click "Add" to complete the My Apps connection.

Once you have confirmed that it has been added to the My Apps list, you are ready.
Next, we will move on to setting up the specific flow, so click "Try it" from the banner below to copy the template.

Step 2: Set Up App Trigger in Google Sheets

The initial setting is "When a row is added".
Set it so that the flow automatically runs when a row is added to the specified Google Sheets sheet.

On the first page, the account information of the Google Sheets linked with My App is reflected.

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If you are linked with multiple accounts, a different account may be displayed, so please select the correct account from the dropdown.
If necessary, correct the title and click "Next".

Next, set the trigger activation interval.

• Trigger Activation Interval: Can be selected from 5 to 60 minutes. Some options may not be available depending on the plan.
• Spreadsheet ID: Select the pre-created sheet from the options
• Sheet ID: Select the tab ID to use within the specified sheet from the options
• Column with Unique Values: Select one that does not have duplicate values in other rows of the same column. In this sheet, specify column A (Lead NAME)

Once you have entered all the necessary information, click "Test".
If the test is successful, the information from the specified Google Sheets can be obtained as output.

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The values that can be obtained will change according to the added rows.
Once confirmed up to this point, click "Save" to complete the app trigger setup.

Step 3: Set Up for Registering Lead Information in Kommo

The next setting is "Add Lead".
This is the setting to add information obtained from Google Sheets to Kommo.

On the first page, as with Google Sheets, correct the title and check the account information before proceeding.

On the next page, set the information to be reflected in Kommo.

For each item, select what to input from the output.

Once all necessary items are entered, click "Test" to check if new lead information is added to Kommo.

If you can obtain outputs like Lead ID, click "Save" to complete the Kommo setup.

Step 4: Set Up Row Update in Google Sheets

The final setting is "Update Record".
This is to add the Lead ID needed when setting up the flow to update lead information in Kommo to the sheet.

On the first page, as before, check the account information and correct the title, then scroll down.

In "Database Integration", select the sheet and tab where you want to add the Lead ID.
In this case, we are using the same one as in the initial setup.

Once the setup is complete, proceed to the next step and set up for information update.

Update the information of the row that matches condition ① (the one specified as a unique value) based on ②.

In the case of the above image, it instructs to add the Lead ID to the row where Lead NAME equals the sheet value (column A) = output value.
Once the setup is complete, click "Test" to check if the value is added to Google Sheets.

If the obtained value is reflected, the test is successful.
Click "Save" to complete all settings.

Finally, turn on the trigger to start the flow.

With this, the flow starts, and lead information is automatically added to Kommo when a row is added to Google Sheets.
The flow you set up is as follows.

Other Automation Examples Using Google Sheets and Kommo

Update Kommo Leads When a Row is Updated in Google Sheets

<span class="mark-yellow">This is an updated version of the flow we set up this time.</span>

This flow automatically keeps Kommo lead information up-to-date when customer information is updated in Google Sheets.
It is expected to reduce manual update tasks and improve the accuracy of information management. Sharing the latest information becomes smoother, and it is anticipated to strengthen collaboration among team members.

Automatically manage company information in Kommo when a row is added or updated in Google Sheets
When new company information is added to Google Sheets, it is automatically registered in Kommo, and when existing company information is updated, the data in Kommo is also kept up-to-date.
This reduces the effort of manual input and ensures data consistency. It is expected to streamline deal preparation and improve sales performance.

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Summary

If you want to streamline lead management, integrating Google Sheets with Kommo is the best option. By simply adding information to the specified sheet, it will be automatically registered, reducing the burden of data entry and improving management accuracy.

Even without programming knowledge, you can easily set up the integration using the no-code tool Yoom. With simple settings, lead information registration and management are automated, which can enhance the productivity of your sales team.
Register for free with Yoom now to save time and effort, and create an environment where you can focus on your sales activities.

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