DocSend + Kommo
Create new contacts in Kommo for each new visit in DocSend
Streamline the process of managing your network with this intuitive automation. When you receive a new visit in DocSend, a new contact is instantly created in Kommo, ensuring you never miss out on potential networking opportunities. This efficient system spares you from manual data entry and allows you to focus on fostering your relationships.
Streamline the process of managing your network with this intuitive automation. When you receive a new visit in DocSend, a new contact is instantly created in Kommo, ensuring you never miss out on potential networking opportunities. This efficient system spares you from manual data entry and allows you to focus on fostering your relationships.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Create Contact
Creates a new contact.
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New Link Created
This trigger fires when you create a new link in DocSend.
Try ItNew Space Created
This trigger fires when you create a new Space in DocSend.
Try ItDocument
100% Completion
Try ItNew Company
Triggers when a new company is created.
Try It
New Signed Document
Triggers when a visitor signs any DocSend document (e.g., NDA, Agreement, or other signable document).
Try ItNew Space Download
Triggers when you get a new download event in Spaces.
Try ItVisitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
Try ItNew Contact
Triggers when a new contact is created.
Try It
