1.Monitors new task created
Integrate Kommo and CRM task tools to capture task title and due date to trigger downstream lead updates.
Update lead status from scheduled meeting task reminders
Automatically monitor new task created events across Kommo, Filter by Zapier, and Slack. Create and update when meeting tasks match, so you can update lead reminders, set lead status, and notify owners without manual follow-up.
How this automation refreshes lead follow-up timing
When new scheduled meeting tasks require manual lead updates, follow-up timing can drift and reps miss next steps. This automation monitors meeting-style tasks, filters by meeting keywords, updates your CRM lead reminder fields and status, and notifies ownersβso your team can respond faster.
Kommoor swap with your favorite app
2.Filters qualifying meeting tasks
Integrate Filter by Zapier and workflow rules to continue only when the task title contains the meeting keyword.
Filter by Zapieror swap with your favorite app
3.Updates lead with reminder
Integrate Kommo and CRM records to map the linked lead ID, set lead status, and save the reminder date.
4.Notifies lead owner on Slack
Integrate Slack and messaging tools to route the update to the lead owner and include reminder context.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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