Add a contact to Kommo when a row matching specific conditions is added in Google Sheets

■Overview

Do you find manual data entry time-consuming when connecting Kommo with Google Sheets?
In particular, manually transferring customer lists managed in Google Sheets to Kommo can easily lead to human errors such as data entry mistakes and missed updates.
With this workflow, you can automatically add Contacts to Kommo whenever information is added to Google Sheets under specific conditions, helping you resolve these issues smoothly.

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■Who This Template Is For

• Anyone who wants to connect Kommo with Google Sheets and streamline customer management
• Anyone who wants to eliminate the manual work of transferring lists from Google Sheets to Kommo
• Anyone who wants to automatically sync lead information to Kommo and accelerate sales activities

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■Benefits of Using This Template

• A Contact is automatically added to Kommo when a row is added to Google Sheets, reducing the time spent on manual data transfer.
• By eliminating manual data entry, this workflow prevents human errors such as incorrect entries and missed updates, helping maintain data accuracy.

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■Flow Bot Steps

1. First, connect Kommo and Google Sheets with Yoom.
2. Next, select Google Sheets as the trigger and set the action to “When a row is added.”
3. Then, set up the branching feature in an operation so that subsequent steps run only when specific conditions are met.
4. When the conditions are met, set Kommo’s “Add Contact” action in an operation to add a Contact based on the information in the spreadsheet.
5. Finally, set Google Sheets’ “Update Record” action in an operation to add a status or other information to the row once processing is complete.

* “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

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■Customization Options

• In the Google Sheets trigger settings, specify the spreadsheet ID and sheet ID you want to connect.
• With the branching feature, you can set custom conditions for sending data to Kommo based on values in specific columns.

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■Important Notes

• Connect both Google Sheets and Kommo with Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• Branching is an operation available on the Mini plan and higher. On the Free plan, operations configured in the flow bot will result in an error.
• Paid plans, including the Mini plan, come with a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.