How to integrate Google Sheets with Kommo to add a task in Kommo when a row is added in Google Sheets

Step 1: Integrate Google Sheets and Kommo with My Apps

First, register the apps you will use with My Apps.
By registering them in advance, you can set up the flow smoothly.
First, access My Menu on the left side of the Yoom screen and click the New Connection button on the right side of the screen.

Next, enter Google Sheets in the search box and select "Google Sheets" from the displayed options.
The following screen will appear, so click "Sign in with Google".

Select the account to link with Yoom.

Check the contents of the displayed screen and click "Next".

Confirm the linked account and content, and click "Continue" to complete.

Similarly, enter Kommo in the search box and select "Kommo" from the displayed options.
The following screen will appear, so enter the necessary items and click "Add".

If Google Sheets and Kommo are displayed in My Apps, registration is complete.

Step 2: Set the Trigger "When a Row is Added" in Google Sheets

Now, let's proceed with the automation settings!

Click "Try it" on the banner below to copy the flowbot.

When you click, an image like the one below will appear, so press OK.

When the following screen appears, check the "Title" and "Description".
If changes are needed, you can click on the relevant section to make changes.
First, set up "When a row is added" in Google Sheets, so click on it.

When the following screen appears, make the settings below.

"Title" → Can be changed if necessary
"Google Sheets account information" → Check if the account is correct
"Trigger action" → When a row is added

Once the setup is complete, click "Next".

Let's also set up the Google Sheets that will be used simultaneously.
This time, we set the items as follows!
The setting items are optional, but be sure to set the "Task Description" and "Task Deadline", which are required when registering with Kommo.
Also, after adding a task, add the task ID of the added task to Google Sheets and update the information, so set the "Task ID" item as well.

Return to the Yoom settings screen.
Please review the setup method.

Scroll the screen and set the details.

"Trigger activation time" → Please set it
※ The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest activation interval varies depending on the plan.
"Spreadsheet ID" → Select from the candidates or obtain from the URL
"Sheet ID" → Select from the candidates or obtain from the URL
"Table range (start)" → Set to A this time
"Table range (end)" → Set to L this time
"Column with unique values" → Set to A this time

Once the setup is complete, execute the "Test" and if successful, click "Save".

Step 3: Set up command operations, Kommo "Add Task", and Google Sheets "Update Record" actions

When registering a task deadline with Kommo, it needs to be converted to Unix Timestamp format.
Therefore, an operation for "Date and Time Format Conversion" has been added.
If you are using a template this time, it is already set.
Let's check how it is set.

When you click on "Date and Time Format Conversion", the following screen will appear.
Use the output of "Task Deadline" obtained by the trigger in the date and time section to be converted.
By using the output, you can correspond to the value for each flow activation.
※ For more details about the output, please see here.
When you click on the input field, candidates will be displayed below, so click "Task Deadline" from "When a row is added" and enter it.
Execute the "Test" and if successful, click "Save" to complete.

Next, let's set up Kommo.
Click "Add Task" and make the following settings.

"Title" → Can be changed if necessary
"Kommo account information" → Check if the account is correct
"Action" → Add Task

Once the setup is complete, click "Next".

Set up the API connection.
Set the "Responsible User ID" from the candidates.

Add outputs to "Task Description" and "Task Duration".
By setting items in advance in Google Sheets, you can use the output to add other items as well.

Once the setup is complete, execute the "Test" and if successful, click "Save" to complete.

Finally, add the "Task ID" of the added task to Google Sheets.
Click "Update Record" and make the following settings.

"Title" → Can be changed if necessary
"Google Sheets account information" → Check if the account is correct
"Execute action" → Update Record

Proceed with the screen and set up the database to be linked.
The database to be set should be the information of the Google Sheets used in the trigger settings.

"Spreadsheet ID" "Sheet ID" → Set the same as the trigger
"Table range" → Set to A1:L this time

Once the setup is complete, click "Next".

Set the conditions for the record to be updated.
This time, the condition was set to be equal to "Task Description".
Set "Task Description" from the output of "When a row is added".

Set the part you want to update.
A list of items obtained from Google Sheets will be displayed, so select Task ID from them and add the output of "Task ID" obtained from Add Task.
After completing the setup, execute the "Test" and if successful, click "Save" to complete.

Step 4: Set up the automation operation for Google Sheets and Kommo

Finally, click "Turn on Trigger" to complete the automation setup.
Check whether the flowbot is activated correctly.

Thank you for setting it up!

Other Automation Examples Using Google Sheets and Kommo

There are many other examples of automation using Google Sheets and Kommo on Yoom, so let me introduce a few.

1. Update Kommo Task When a Row is Updated in Google Sheets

The first example is an updated version of the task addition flow explained earlier. By automatically updating information related to tasks, you can prevent forgetting to update information and facilitate smooth task resolution.

2. Add a contact to Kommo when a row is added in Google Sheets

Next, we introduce a flow for adding contacts to Kommo. By adding contact information such as company details across multiple tools, you can manage consistent information.

3. Add a tag to an entity in Kommo when a row is added in Google Sheets

The last flow we introduce is adding a tag to an entity in Kommo. When managing the progress of a sales process, automatically adding entities to Kommo could improve the efficiency of sharing progress.

Summary

By integrating Google Sheets with Kommo, task registration can be automated, significantly reducing manual work and potentially improving operational efficiency. Utilizing this automation can eliminate the hassle of manual task registration and reduce human errors, allowing the entire team to focus on task resolution, which may result in improved work efficiency.

Please try using Yoom to automate and experience how much more efficient your current tasks can become.