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Kommo + PlanOK GCI

Create Kommo leads from new PlanOK GCI contacts

This workflow starts when you add a new contact in PlanOK GCI. Once activated, it seamlessly creates a lead within the Kommo app, using the same contact details. This process ensures no lead is lost between apps. Stay organized and efficient with this automatic contact-to-lead workflow.

This workflow starts when you add a new contact in PlanOK GCI. Once activated, it seamlessly creates a lead within the Kommo app, using the same contact details. This process ensures no lead is lost between apps. Stay organized and efficient with this automatic contact-to-lead workflow.

  1. When this happens...
    PlanOK GCIPlanOK GCI
    New Contact C

    Triggers when a new contact with name, project and mobile phone is detected to the centralizer.

    TriggerScheduled
  2. automatically do this!
    KommoKommo
    Create Lead With Contact

    Creates a new lead with contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • PlanOK GCI triggers, actions, and search

    New Business

    Triggers when a new business is detected in GCI.

    Trigger
    Scheduled
    Try It
  • PlanOK GCI triggers, actions, and search

    New Contact A

    Triggers when a new contact is detected to the centralizer.

    Trigger
    Scheduled
    Try It
  • PlanOK GCI triggers, actions, and search

    New Contact C

    Triggers when a new contact with name, project and mobile phone is detected to the centralizer.

    Trigger
    Scheduled
    Try It
  • PlanOK GCI triggers, actions, and search

    New Current Account Reservation

    Triggers when a new current account reservation is detected in GCI.

    Trigger
    Scheduled
    Try It
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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 categories

  • CRM (Customer Relationship Management)

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About PlanOK GCI

GCI is a real estate CRM to manage the complete sales cycle of real estate projects.

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