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Fieldnotes + Kommo

Fieldnotes + Kommo

Fieldnotes + Kommo integrations

Create or update Fieldnotes contacts from new Kommo leads

Effortlessly manage your leads with this seamless workflow between Kommo and Fieldnotes. When a new lead is added in Kommo, this automation will update or add the contact in Fieldnotes, ensuring your records stay up-to-date and organized. Save time and maintain a clean contact list for easier lead tracking and communication.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Update or Add Contact
    Update or Add Contact
    Update or Add ContactUpdate if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
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More things you can do with Kommo and Fieldnotes

Discover other triggers and actions you can use with Kommo and Fieldnotes

  • Kommo triggers, actions, and search
    New Company

    Triggers when a new company is created.

    Trigger
    Instant
    Try It
  • Kommo triggers, actions, and search
    Lead Status Changed

    Triggers when lead status is changed.

    Trigger
    Instant
    Try It
  • Kommo triggers, actions, and search
    Lead Responsible User Changed

    Triggers when lead responsible user is changed.

    Trigger
    Instant
    Try It
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About Fieldnotes
Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.
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About Kommo
Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
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Related Zap Templates

  • Update Fieldnotes contacts when companies are updated in Kommo

 

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