How to Add Kommo Leads to Airtable Automatically

Learn how to automatically add Kommo leads to Airtable using Pabbly Connect with this step-by-step tutorial. Simplify your workflow today! Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start the Integration

To begin the process of adding Kommo leads to Airtable automatically, you need to access Pabbly Connect. Open your browser and navigate to Pabbly.com/connect. Here, you will find options to sign in or sign up for a free account.

If you are new to Pabbly Connect, click on ‘Sign Up Free’ to create an account, which provides you with 100 free tasks every month. Existing users can simply sign in. Once logged in, you will see the All Apps window where you can access Pabbly Connect by clicking on ‘Access Now’. This will take you to the dashboard where you can start creating your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to select the workflow builder; choose the beta version for a modern experience.

• Select the name for your workflow, such as ‘Add Kommo Leads to Airtable Automatically’.
• Choose a folder for your workflow, for example, ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

With the workflow created, you are now ready to set up the trigger for your automation. Remember, the trigger will initiate the process whenever a new lead is added in Kommo.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger in Pabbly Connect. Select Kommo as your trigger application and choose the event ‘New Lead’. Click on ‘Connect’ to establish the connection.

You will receive a webhook URL after clicking connect. Copy this URL as you will need it to link your Kommo account with Pabbly Connect. Log in to your Kommo account, navigate to the settings, and select ‘Integrations’. Here, you will find the ‘Webhooks’ option where you can paste the copied URL.

• Delete any existing webhook URLs.
• Add the new webhook URL and select the event ‘Incoming Lead Added’.
• Click ‘Save’ to finalize the webhook setup.

Once saved, Pabbly Connect will be ready to receive data from Kommo whenever a new lead is generated.

4. Testing the Integration with Pabbly Connect

To ensure that your integration is working correctly, you need to perform a test submission. Go back to your Kommo lead form and enter dummy details such as name, email, and phone number. Click on ‘Submit’ to send this test lead.

After submitting, return to Pabbly Connect to check for a webhook response. If successful, you will see the lead details captured in the response. This confirms that your trigger is functioning correctly and ready to send data to Airtable.

5. Adding Action Step to Create Records in Airtable

Now that your trigger is set up, it’s time to add an action step in Pabbly Connect. Select Airtable as your action application and choose ‘Create Record’ as the action event. Click on ‘Connect’ to link your Airtable account.

Once connected, you will need to specify the base name and table name in Airtable where the lead data will be stored. For instance, select ‘Komo Leads’ as the base and ‘Table 1’ as the table. Map the fields from your trigger response to the corresponding Airtable fields, such as name, email, and phone number.

Ensure you enable type casting as needed. Click ‘Save and Send Test Request’ to finalize the action step.

After saving, check your Airtable to confirm that the new lead details have been added successfully. This completes the automation process using Pabbly Connect.

Conclusion

In this tutorial, we explored how to automatically add Kommo leads to Airtable using Pabbly Connect. By following the detailed steps, you can streamline your lead management process and ensure that no lead goes unnoticed. This integration allows for efficient data handling and enhances your workflow significantly.