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FIN Compliance + Kommo

FIN Compliance + Kommo

FIN Compliance + Kommo integrations

Create calendar tasks in FIN Compliance for new Kommo contacts

Stay on top of your compliance tasks with this seamless workflow between Kommo and FIN Compliance. Whenever a new contact is added in Kommo, a calendar task will be created in FIN Compliance to ensure timely follow-up. This automation not only helps streamline your process but also keeps your team informed about important compliance updates.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Calendar Task
    Create Calendar Task
    Create Calendar TaskCreates a new (blue) task in your FIN Compliance calendar
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More things you can do with Kommo and FIN Compliance

Discover other triggers and actions you can use with Kommo and FIN Compliance

  • 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 FIN Compliance
FIN Compliance is a consortium of compliance, consulting, and business management solutions to help investment firms to structure, maintain, and develop their regulatory review programs.
Related categories
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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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