Capture leads from your website
An inquiry arrives with its source, links to a contact and creates a task for the sales owner.
IMPLEMENTATION AND SALES AUTOMATION
We connect Kommo CRM to your website, WhatsApp Business, store and business systems. We configure pipelines, automations and custom integrations so your team knows where each lead came from and what to do next.
WORKFLOW EXAMPLETHREE WAYS TO GET STARTED
Start with a lead source, a conversation flow or an order. We verify the full workflow before extending it to more channels.
An inquiry arrives with its source, links to a contact and creates a task for the sales owner.
Qualify an inquiry, gather the necessary details and hand the conversation to the right advisor.
A confirmed order updates the deal and can trigger the agreed ERP or invoicing workflow.
BETWEEN A REQUEST AND A RESULT
Define which data belongs in Kommo and which belongs in the store or accounting system. Your team can then trace changes and resolve errors without creating duplicate records.
Normalize data and define how to match an existing contact.
Choose the pipeline, stage and owner based on the source and agreed rules.
Log what changed and which events need a retry or review.
KOMMO CRM CAPABILITIES
Choose the part of your operation you want to connect. We validate the account, permissions and supported methods before defining the scope.
Capture website and app inquiries as leads, retain available sources and UTM parameters, choose a pipeline, and define how to handle duplicates and submissions awaiting review.
Create and update linked records, tags, custom fields, owners, stages, tasks and notes. Define matching rules and which system can change each field.
Assess the channels available in your account. For a custom messenger, register a channel with Kommo and design exchanges for messages, files and delivery status where supported. Templates and outbound initiation depend on the channel.
Design flows to qualify inquiries, collect information and hand the conversation to a person. Stage triggers can create tasks, send supported messages or query an external system through a widget action.
Map store customers, orders and products to Kommo leads and catalog items. Update payment status from the system that confirms it, with rules for changes, cancellations and returns.
A won deal can send data to Odoo or start an invoicing workflow with Siigo. Keep the sales status, invoice creation and DIAN validation separate, according to provider setup and permissions.
With a compatible VoIP provider, assess caller identification, record logging, playback of accessible recordings and tasks for missed calls. Recording permissions and retention are agreed per project.
Use the Web SDK to show external data and add actions on supported surfaces such as a lead card or Salesbot settings. If you want to list the widget in the Marketplace so other businesses can install it, Kommo must approve it. For your own account, we can build a private integration.
Prepare field mappings, samples and batches to import supported records, relationships and fields from another system. Assess file access through Files API scopes and verify which history can be transferred.
Use stage changes and other available events to power alerts or pipeline reporting. CRM webhooks depend on the plan. For custom channels, verify signatures, queue processing and design recovery for missed deliveries.
Where the account supports it, assess knowledge-source management for Kommo AI or suggested replies using documented methods. Agree on allowed data, usage limits and human review.
TECHNOLOGY THAT SERVES THE CONNECTION
Choose documented methods and infrastructure around your account, volume and connected systems.
Account-level authorization, required scopes and credentials stored securely on the server.
Paginate reads and pace writes to stay within limits and avoid duplicates.
Validate notifications, process in the background and reconcile changes when an event is missed.
Test stage changes, provider outages and access revocation. Deliver documentation and agree on alerts and support.
Before implementation, we verify the plan, permissions, current API limits and channel requirements. Third-party licenses and services are priced separately.
FROM TWO SYSTEMS TO A USEFUL CONNECTION
Start with a real workflow, such as form → lead → task. Validate assignment, duplicates, incomplete data and errors before adding more sources or pipelines.
Identify channels, stages, owners, required data and account permissions.
Choose each data source, how to identify duplicates and which events trigger actions.
Test new and repeat leads, assignment, statuses, missed events and access failures with authorized data.
Document configuration, credential rotation, monitoring and recovery steps for the team.
INTEGRATIONS WITH LOCAL CONTEXT
From Barranquilla, we implement Kommo CRM for businesses across Colombia. We coordinate the project remotely with your sales team.
In the first meeting, we review your pipeline, a lead source and what should happen when an inquiry arrives or a sale closes.
BEFORE CONNECTING YOUR SYSTEMS
Compatible forms, stores, internal apps, messaging and telephony. Depending on the account, we can work with leads, contacts, companies, tasks, notes, stages, sources, catalogs, files and events through documented APIs.
Yes, where the plan and channel allow it. We review permissions, templates, conversation windows and human handoff. A custom channel requires registration with Kommo and its Chats API operates on that channel.
We test a sample before migrating. We verify which records, links, notes and files both systems support. Chat and call history depend on export options and available import methods.
You need a Kommo account, an administrator to authorize access and permissions for each external system. We review OAuth 2.0 or a long-lived token for a private integration, plus credential storage, rotation and revocation.
It depends on the scope. Kommo documents API webhooks for Advanced, Pro and Enterprise. We also verify Salesbot, Digital Pipeline, channels, AI, permissions and limits on your account before quoting.
Yes, where your store and accounting provider offer the required access. We agree which event starts the workflow, how to map the data and how to read invoice and DIAN validation statuses.
A private integration generally fits a single account. If you want to distribute it to other companies through the Marketplace, we scope the public integration and prepare for Kommo review.
We review the systems, workflows, volume and data. The proposal separates development, third-party licenses and support, and defines acceptance tests, error logging and responsibilities after launch.
START WITH WHAT YOU NEED TO CONNECT
Tell us how leads reach you, what tools you use and what should happen next. We can define a first workflow and the tests needed to launch it.
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