Kommo + Upnify

Create new Upnify prospects when lead responsible users change in Kommo

Ensure a streamlined transition of duties each time a lead's responsible user changes in Kommo by setting up a workflow to create a new prospect in Upnify. This process eliminates tedious manual data entry, keeps your Upnify database timely, and boosts efficiency in managing leads and prospects. With this setup, your operations smoothly transition when responsibilities shift in Kommo and a new prospect emerges in Upnify.

Ensure a streamlined transition of duties each time a lead's responsible user changes in Kommo by setting up a workflow to create a new prospect in Upnify. This process eliminates tedious manual data entry, keeps your Upnify database timely, and boosts efficiency in managing leads and prospects. With this setup, your operations smoothly transition when responsibilities shift in Kommo and a new prospect emerges in Upnify.

  1. When this happens...
    KommoKommo
    Lead Responsible User Changed

    Triggers when lead responsible user is changed.

    TriggerInstant
  2. automatically do this!
    UpnifyUpnify
    Create a New Prospect

    Create a new Prospect

    ActionWrite
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Supported triggers and actions

  • Kommo triggers, actions, and search

    Lead Responsible User Changed

    Triggers when lead responsible user is changed.

    Trigger
    Instant
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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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  • CRM (Customer Relationship Management)

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About Upnify

Upnify is a CRM platform designed for sales teams that provides email templates, sales reports, automated lead assignment, and more.
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  • CRM (Customer Relationship Management)

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