1.Detects lead updates in Kommo
Integrate Kommo and lead-management tools to detect lead updated events and trigger follow-up automation tasks.
Create follow-up tasks for missed lesson leads today
Automatically monitor lead updated events across Kommo. Create and update follow-up tasks when missed lesson flags change, replacement required is set, or follow-up fields need resetβso you can calculate due dates, update lead follow-up state, and assign next steps without manual follow-up.
How this automation creates follow-up tasks your reps need
When a Kommo lead is updated, missed lesson follow-ups can slip and families may not get timely replacement options. This automation filters qualifying records and builds due dates and task creation from lead updatesβso your team can contact at the right moment.
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2.Filters for missed lesson records
Integrate Filter by Zapier and record checks to continue only for qualifying missed lesson or replacement scenarios.
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3.Calculates the due date
Integrate Formatter by Zapier and date tools to calculate the due date from lesson or reminder dates.
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4.Updates lead follow-up state
Integrate Kommo and CRM field mapping to update lead records and clear follow-up flags based on the new state.
5.Creates follow-up task on lead
Integrate Kommo and task assignment tools to create a follow-up task with owner, due date, and lesson context.
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