Kommo + SALESENGINE.SE

Create se consumer records in SALESENGINE.SE for new Kommo companies

Effortlessly streamline your sales process by connecting Kommo and SALESENGINE.SE through this workflow. When a new company is added in Kommo, this automation creates a corresponding SE Consumer Record in the SALESENGINE.SE app, minimizing manual data entry and maintaining consistency between your sales and marketing platforms. Empower your sales teams to be more efficient and effective in their outreach efforts with this seamless integration.

When this happens...
New Company
Triggers when a new company is created.
TriggerInstant
automatically do this!
Create SE Consumer Record (Deprecated)
This function creates a Consumer Record in SE.
ActionWrite

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Supported triggers and actions

What does this mean?

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 ItemRequired
Action
Search
- Deadline
- Element ID
- Element Type
Action
Search
- Query
- Element ID
Action
Search or write
- Element TypeRequired
- Element ID
- Text
- Creation Data
Action
Search or write
- Consumer WorkflowRequired
Trigger
Scheduled
Try It
- Partner Status Updated ToRequired
Trigger
Scheduled
Try It
New Partner Added
Triggers when a new partner record is added.
Trigger
Scheduled
Try It
- Consumer Record IDRequired
- Status To Change ToRequired
Action
Write
- SE Record TypeRequired
- SE Record StatusRequired
- SE Lead SourceRequired
- SE Campaign
- Workflow
- LDN
- First NameRequired
- Last NameRequired
- Address 1Required
- Address 2
- CityRequired
- State
- ZipRequired
- PhoneRequired
- EmailRequired
- AgeRequired
- Home Value
- Mortgaged Owed
- Notes
Action
Write
- First NameRequired
- Last NameRequired
- Phone
- Email
- SE Record TypeRequired
- SE Record StatusRequired
- SE Lead Source
- SE Campaign
- Workflow
- Address 1
- Address 2
- City
- State
- Zip
- Birthdate
- Home Value
- Mortgaged Owed
- Notes
- Actual Close Date
- Sq Footage
- # of Units
- Loan Type
- Estimated Close Date
- Loan Sale Type
- Loan Purpose
- Final Action
- HUD Counseling Date
- Application Intake Date
- Application Date
- HUD Certification Date
- HECM MCA
- 2nd Liens
- Existing Payment
- Loan Number
- Trust
- Adjustable Rate
- Fixed Rate
- Margin
- UPB
- LO Fee
- RM ID
- Appraisal Paid By
- AMC/Appraiser
- Year Built
- Year's at Property
- Property Notes
- Foundation
- Construction Type
- Record Owner
- Assigned To
- Record Accepted Date
- Referring Partner
- LDN
- Legacy ID
- GCLID
- Coborrower First Name
- Coborrower Last Name
- Coborrower Birthdate
- Customer Need
- Soc Sec Income
- Other Income
- Real Estate Assets
- Cash Assets
- Race/Ethnicity
- Mtg Owed Other Properties?
- Medic-aide / SSI?
- Gender
- Annual Property Taxes
- Annual Home Owners Insurance
- Middle Name
- Country
- Description
- Property County
- Alt First Name
- Alt Middle Name
- Alt Last Name
- Alt Birthdate
- Alt Phone
- Alt Email
- Alt Company Name
- Alt Address1
- Alt Address2
- Alt Zip
- Alt City
- Alt State
- Alt Country
- Stage
- Alt Relationship
Action
Write
- Partner Record IDRequired
- Partner Workflow
Action
Write
- Partner Record IDRequired
- Status To Change ToRequired
Action
Write
- Search ByRequired
- Search PartnerRequired
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 TypeRequired
- 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
- Consumer Status Updated ToRequired
Trigger
Scheduled
Try It
New Consumer Added
Triggers when a new consumer record is added.
Trigger
Scheduled
Try It
- Workflow Added To:Required
Trigger
Scheduled
Try It
- Consumer Record IDRequired
- Consumer WorkflowRequired
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email
- Phone
- StatusRequired
- Workflow
- TypeRequired
- Company NameRequired
- Stage
- Address
- Address 2
- City
- State
- Zip
- Country
- Website
- Birthdate
- Title
- Assistant
- Description
- Lead Source
- campaigns
- Record Owner
- Assigned to User
- Notes
Action
Write
- Partner Record IDRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Birthdate
- Status
- Workflow
- Partner type
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Description
- Website
- Opt Out
- Stage
- Title
- Assistant
- Lead Source
- Campaign
- Record Accepted Date
- Record Owner
- Assigned to User
Action
Write
- Consumer Record IDRequired
- First Name
- Last Name
- Email
- Phone
- SE Record Type
- SE Record Status
- SE Lead Source
- SE Campaign
- Workflow
- Address 1
- Address 2
- City
- State
- Zip
- Birthdate
- Opt Out
- Home Value
- Mortgaged Owed
- Actual Close Date
- Sq Footage
- # of Units
- Loan Type
- Estimated Close Date
- Loan Sale Type
- Loan Purpose
- Final Action
- HUD Counseling Date
- Application Intake Date
- Application Date
- HUD Certification Date
- HECM MCA
- 2nd Liens
- Existing Payment
- Loan Number
- Trust
- Adjustable Rate
- Fixed Rate
- Margin
- UPB
- LO Fee
- RM ID
- Appraisal Paid By
- AMC/Appraiser
- Year Built
- Year's at Property
- Property Notes
- Foundation
- Construction Type
- Record Owner
- Assigned To
- Record Accepted Date
- Referring Partner
- LDN
- Legacy ID
- GCLID
- Coborrower First Name
- Coborrower Last Name
- Coborrower Birthdate
- Customer Need
- Soc Sec Income
- Other Income
- Real Estate Assets
- Cash Assets
- Race/Ethnicity
- Mtg Owed Other Properties?
- Medic-aide / SSI?
- Gender
- Annual Property Taxes
- Annual Home Owners Insurance
- Middle Name
- Stage
- Country
- Description
- Property County
- Alt First Name
- Alt Middle Name
- Alt Last Name
- Alt Birthdate
- Alt Phone
- Alt Email
- Alt Company Name
- Alt Address1
- Alt Address2
- Alt Zip
- Alt City
- Alt State
- Alt Country
- Alt Relationship
Action
Write
- Search ByRequired
- Search ConsumerRequired
Action
Search

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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About SALESENGINE.SE

Integration with the Mortgage CRM SalesEngine.SE

Help

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CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Kommo + SALESENGINE.SE

Create se consumer records in SALESENGINE.SE for new Kommo companies

New Company

New Lead

Task Deleted

Lead Status Changed

Contact Updated

Task Updated

Update Company

Update Contact

Create Lead With Contact

Create Link

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

Update Note

Update Task

Text of Task

Find Contact

Query

Element ID

Find Linked Data

Find Task

Deadline

Element ID

Element Type

Find or Create Contact

Query

Element ID

Find or Create Note

Element TypeRequired

Element ID

Text

Creation Data

Consumer Added to Workflow

Consumer WorkflowRequired

Partner Status Updated

Partner Status Updated ToRequired

New Partner Added

Change Consumer Status

Consumer Record IDRequired

Status To Change ToRequired

Create SE Consumer Record (Deprecated)

SE Record TypeRequired

SE Record StatusRequired

SE Lead SourceRequired

SE Campaign

Workflow

LDN

First NameRequired

Last NameRequired

Address 1Required

Address 2

CityRequired

State

ZipRequired

PhoneRequired

EmailRequired

AgeRequired

Home Value

Mortgaged Owed

Notes

Create Consumer Record

First NameRequired

Last NameRequired

Phone

Email

SE Record TypeRequired

SE Record StatusRequired

SE Lead Source

SE Campaign

Workflow

Address 1

Address 2

City

State