Finaeo + Kommo

Finaeo + Kommo integrations

Create Finaeo contacts for new Kommo companies

Effortlessly expand your contact list with this seamless automation between Kommo and Finaeo. When you add a new company in Kommo, a contact will be created in Finaeo, ensuring a smooth transfer of data and making your sales process more efficient. Stay organized and save time by streamlining the addition of contacts between the two platforms.

When this happens...
New CompanyTriggers when a new company is created.
TriggerInstant
automatically do this!
Create ContactTriggers when a new contact is created.
ActionWrite

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More things you can do with Kommo and Finaeo

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

New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
Task Deleted
Triggers when a task is deleted.
Trigger
Instant
Try It
Lead Status Changed
Triggers when lead status is changed.
Trigger
Instant
Try It
Contact Updated
Triggers when contact is updated.
Trigger
Instant
Try It

Task Updated
Triggers when task is updated.
Trigger
Instant
Try It
Update Company
Updates a company.
Action
Write

Update Contact
Updates a contact.
Action
Write
Create Lead With Contact
Creates a new lead with contact.
Action
Write
- Which Data Do You Want to Link?
- The Data ID You Want to Link
- What Do You Want to Link It To?
- The Data ID You Want to Link To
Action
Write
Update Note
Updates a note.
Action
Write
- Text of Task
Action
Write
- Query
- Element ID
Action
Search
- ID of Entity Item
  Required
Action
Search
- Deadline
- Element ID
- Element Type
Action
Search
- Query
- Element ID
Action
Search or write
- Element Type
  Required
- Element ID
- Text
- Creation Data
Action
Search or write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Team Contact Note
Triggers when a new contact note is created for your team.
Trigger
Instant
Try It
Updated Team Contact
Triggers when a contact is updated in your team.
Trigger
Instant
Try It
- Title
  Required
- Description
  Required
- Event Date
  Required
- Type
  Required
- Contact ID
  Required
Action
Write
- Title
  Required
- Description
  Required
- Event Date
  Required
- Type
  Required
- Contact ID
  Required
- Team ID
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Sex
- Email
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Contact ID
  Required
- Team ID
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Maiden Name
- Email
Action
Search
- First Name
- Middle Name
- Last Name
- Maiden Name
- Email
- Team ID
  Required
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Lead Responsible User Changed
Triggers when lead responsible user is changed.
Trigger
Instant
Try It
Company Updated
Triggers when company is updated.
Trigger
Instant
Try It
Lead Updated
Triggers when lead is updated.
Trigger
Instant
Try It
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Lead
Creates a new lead.
Action
Write
Update Lead
Updates a lead.
Action
Write
- Text
- Creation Data
Action
Write
- Text of Task
- Deadline
Action
Write
- Query
- Element ID
Action
Search
- Query
- Element ID
Action
Search
- Element Type
  Required
- Element ID
Action
Search
- Query
- Element ID
Action
Search or write
- Query
- Element ID
Action
Search or write
- Deadline
- Element ID
- Element Type
- Text of Task
- Deadline
Action
Search or write
New Contact Note
Triggers when a new contact note is created.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Sex
- Email
  Required
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
Action
Write
- First Name
  Required
- Last Name
  Required
- Sex
- Email
  Required
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Team ID
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Sex
- Email
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Contact ID
  Required
Action
Write
- First Name
- Middle Name
- Last Name
- Maiden Name
- Email
Action
Search
- First Name
  Required
- Middle Name
- Last Name
  Required
- Maiden Name
- Email
- Team ID
  Required
Action
Search

About Finaeo

Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.

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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.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Related Zap Templates

Add new Kommo contacts to Finaeo as contacts

Related Zap Templates

Add new Kommo contacts to Finaeo as contacts