How to integrate Google Sheets with Kommo to automatically update company information in Kommo when company information in Google Sheets is updated

By managing company information accurately and improving operational efficiency, you can enhance the quality of your work. This time, we will introduce how to automatically reflect updated company information from Google Sheets to Kommo. This eliminates the need for manual updates and prevents human errors. Additionally, since the latest data can be shared within the team, you can proceed with operations smoothly.

Recommended for

Those who manage company information with Google Sheets and Kommo and want to reduce the hassle of updates
Those who want to share the latest company information with the entire team
Sales representatives who want to enhance customer data integrity and proceed with operations

Benefits and Examples of Integrating Google Sheets and Kommo

Benefit 1: Accurate Company Information Updates

By integrating Google Sheets and Kommo and automatically updating company information, you can maintain data accuracy. For example, when you update a client ID managed in Google Sheets, the ID in Kommo can also be updated automatically. This prevents update errors and omissions, allowing updates based on accurate data. Additionally, by automating company information updates, you can always obtain the latest data, enabling smooth data utilization.

Benefit 2: Reduced Work Time

Integrating Google Sheets and Kommo may eliminate the hassle of double management and reduce work time. For example, when there is an update to customer information, entering it in Google Sheets will automatically reflect it in Kommo, eliminating the need for manual data updates. This automation allows sales representatives to allocate time to meeting preparation and sales activities. As a result, it can significantly contribute to reducing the burden of data management and shortening work time, leading to improved work efficiency.

Benefit 3: Easy Information Sharing

By automatically updating company information, you can share the latest information with team members. For example, when a team member updates company information in Google Sheets, it will also be reflected in Kommo, allowing the entire team to view the same data. Therefore, when utilizing company information in Kommo, there is no need to confirm whether the data is up-to-date, allowing smooth operations. This minimizes inter-departmental information transmission, preventing duplicate work and misunderstandings.

Now, let's explain how to use the no-code tool Yoom to "update company information in Kommo when a row is updated in Google Sheets."

[What is Yoom]

How to Create a Google Sheets and Kommo Integration Flow

By receiving updates to company information in Google Sheets via API and updating company information through Kommo's API, automation can be achieved. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

The integration flow is broadly created through the following processes:

Register Google Sheets and Kommo as My Apps
Copy the template
Set the trigger for Google Sheets, which serves as the starting point of the flow, and the subsequent Kommo operation settings
Turn on the trigger button and verify the integration operation between Google Sheets and Kommo

If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in.

Step 1: Register My Apps for Google Sheets and Kommo

Please register your My Apps to connect Google Sheets and Kommo to Yoom.
By registering My Apps in advance, automation settings become easier.

First, register My Apps for Google Sheets.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
When the search bar and app list are displayed, use either to select Google Sheets.

The following screen will be displayed, so please log in to Google Sheets.

Next, register My Apps for Kommo.
Similarly, search for Kommo in the search bar or find it from the list.
When the following screen is displayed, set the "Subdomain".

Move to the Kommo screen and click "Settings" → "Integrations" → "Create Integration" in that order.
For detailed settings, please see here.

The following screen will be displayed, so please configure the settings.

"Redirect URL" → Copy and paste "https://yoom.fun/settings/my_apps/oauth_callback"
"Allow Access" → Check the box
"Integration Name", "Description" → Set as desired

Once configured, click "Save".
Check the "Integration ID" and "Secret Key" and set them on the Yoom screen.

Once the My Apps registration for Google Sheets and Kommo is complete, they will be displayed in My Apps.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If changes are needed, click the relevant section to make changes.
Start by clicking "When a row is updated" in the Google Sheets settings.

Step 3: Set the Google Sheets trigger that initiates the flow and the subsequent Kommo operation settings

The following screen will be displayed, so check the settings.

"Title" → Can be changed by yourself
"Account information linked with Google Sheets" → Confirm if the account is correct
"Trigger Action" → When a row is updated

Check the following setup method.

Move to the Google Sheets screen and set the item names for company information for testing purposes.
The following is an example, so set it as you like.

Return to the Yoom screen and make the following settings.

"Trigger activation interval" → Choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes
※ The trigger activation interval varies depending on the plan, so be careful.
"Spreadsheet ID", "Sheet ID" → Select from candidates or check the description and enter
"Table range (start)" → In this case, A
"Table range (end)" → In this case, L
※ Specify the alphabet of the column where the items end
"Column with unique values" → Specify the column where values do not duplicate within the column
※ Be sure to have a column with unique values.
If values are duplicated, it may not work correctly.
In this case, we specified column A for the "Lead Name" column.
"Column to detect updates" → Specify the column name to detect updates
※ In this case, we set it to detect when "Company Name" is updated, so specify E.
Set which column to specify as you like.

Once set, click "Test" → "Test Success" → "Save".

Next, to set up Kommo, click "Update Company".
When the following screen is displayed, check the settings.

"Title" → Can be changed by yourself
"Account information linked with Kommo" → Confirm if the account is correct
"Action" → Update Company

When the following screen is displayed, set the "Company ID".
The output of "When a row is updated" will display the item names set in Google Sheets.
Set the "Company ID" from that output.
Click the arrow in the red frame to display the output.
Once set, click "Test" → "Test Success" → "Save".

Step 4: Turn on the trigger button and check the integration operation between Google Sheets and Kommo

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot starts correctly.

Here is the template used this time.

Other Automation Examples Using Google Sheets and Kommo

1. This flow automatically updates tasks in Kommo when a row is updated in Google Sheets.
‍Recommended for those managing tasks with Google Sheets and Kommo.
Tasks updated in Google Sheets are also reflected in Kommo, eliminating the need for manual updates.

2. This is a flow that automatically adds a lead to Kommo when a row is added in Google Sheets.
You no longer need to transfer lead information from Google Sheets to Kommo manually, significantly reducing work time.
The risk of human error is reduced, allowing you to manage lead information accurately.

3. This is a flow to automatically add content posted in a specific room on Google Chat to a Google Spreadsheet.
Since you can add the content of Google Chat messages to a Google Spreadsheet, it will be easier to keep records.
This is recommended for those who want to solve the problem of information in Google Chat getting buried in messages.

Summary

By integrating Google Sheets with Kommo to automatically update company information, you can prevent human errors and manage data accurately.
This will save you the hassle of manual data management, allowing you to use your time more effectively.
Additionally, since the latest company information can be shared with the entire team, it is expected to prevent discrepancies in understanding between departments.

In this way, automation using Yoom can be expected to improve both the efficiency and quality of work.
There are no complicated settings, so feel free to give it a try.