How to Add Kommo CRM Data to Google Sheets Automatically

Learn how to integrate Kommo CRM with Google Sheets automatically using Pabbly Connect. Follow our step-by-step guide to streamline your data management. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the process of automatically adding Kommo CRM data to Google Sheets, you need to access Pabbly Connect. Open your browser and navigate to Pabbly.com/connect. Here, you can either sign in if you are an existing user or click on ‘Sign Up Free’ to create a new account.

Once you are signed in, you will be directed to the Pabbly apps window. Here, click on ‘Access Now’ under Pabbly Connect to enter the dashboard. This is where you will create and manage your workflows for integrating Kommo CRM and Google Sheets.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button in the Pabbly Connect dashboard. You will then be prompted to choose between the new beta version or the classic version. Select the beta version for a modern and flexible experience.

• Click ‘Create Workflow’ to start a new automation.
• Name your workflow, e.g., ‘Add KOMO CRM Data to Google Sheets Automatically.’
• Select a folder for organization purposes.

After naming your workflow, click on the ‘Create’ button. This sets up your automation where you will define the trigger and action steps required to connect Kommo CRM with Google Sheets through Pabbly Connect.

3. Setting Up the Trigger from Kommo CRM

In this step, you will configure the trigger for your workflow. Select Kommo CRM as the trigger application and choose the event as ‘New Lead.’ Click on ‘Connect’ to get a webhook URL, which will be used to connect Kommo CRM with Pabbly Connect.

Copy the webhook URL provided and go to your Kommo CRM account. Navigate to the settings, then to integrations, and select the webhooks option. Here, you can paste the copied webhook URL and set the event type to ‘Incoming Lead Added.’ After saving this, your Kommo CRM is now connected to Pabbly Connect.

4. Generating a Test Lead to Validate the Connection

To ensure that the connection between Kommo CRM and Pabbly Connect is working, you need to generate a test lead. Use your form in Kommo CRM to create a new lead by filling in the required fields like name, phone number, and email address, then submit the form.

• Fill in the form with dummy details for testing.
• Submit the form and check for a successful submission message.

After submitting the form, return to the Pabbly Connect dashboard, where you should see that the webhook has received the test lead data. This confirms that your trigger setup is correct and ready for the next step, which is adding data to Google Sheets.

5. Adding Data to Google Sheets Automatically

Now that the trigger is set up and validated, you can proceed to add the action step to your workflow. Select Google Sheets as the action application and choose ‘Add New Row’ as the event. Click ‘Connect’ to establish a connection to your Google Sheets account via Pabbly Connect.

To connect, click on ‘Sign In with Google’ and select your Google account. Grant the necessary permissions to allow Pabbly Connect to access your Google Sheets. Once connected, select the spreadsheet and specify the sheet where you want the new lead data to be added.

Choose the spreadsheet named ‘Leads.’ Map the fields from the trigger data to the corresponding columns in Google Sheets.

Finally, click ‘Save and Send Test Request’ to ensure the data is added successfully. You can check your Google Sheets, and you should see the new lead details populated in the specified sheet. This completes the automation process using Pabbly Connect, allowing you to manage your leads efficiently.

Conclusion

In this tutorial, we have demonstrated how to automatically add Kommo CRM data to Google Sheets using Pabbly Connect. By following the detailed steps provided, you can streamline your lead management process and ensure that your team can follow up on new leads promptly. This integration enhances productivity and helps maintain an organized record of your leads.