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How to connect Kommo and Salesforce
Create a New Scenario to Connect Kommo and Salesforce
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or Salesforce will be your first step. To do this, click "Choose an app," find Kommo or Salesforce, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the Salesforce Node
Next, click the plus (+) icon on the Kommo node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
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Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Kommo and Salesforce Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Kommo and Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Kommo, Salesforce, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Kommo and Salesforce integration works as expected. Depending on your setup, data should flow between Kommo and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Kommo and Salesforce
Kommo + Salesforce + Slack: When a deal is updated in either Kommo or Salesforce, a notification is sent to a designated Slack channel informing the sales team of the deal update.
Salesforce + Kommo + Google Sheets: When a new contact is created in either Salesforce or Kommo, the contact information is added as a new row to a Google Sheet for centralized reporting.
Kommo and Salesforce integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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See how Latenode works
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FAQ Kommo and Salesforce
How can I connect my Kommo account to Salesforce using Latenode?
To connect your Kommo account to Salesforce on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and Salesforce accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Salesforce leads from new Kommo contacts?
Yes, Latenode enables this. Leverage our no-code editor to map Kommo contact fields to Salesforce lead fields, ensuring seamless data transfer and efficient lead generation.
What types of tasks can I perform by integrating Kommo with Salesforce?
Integrating Kommo with Salesforce allows you to perform various tasks, including:
- Syncing contact information between Kommo and Salesforce automatically.
- Creating new Salesforce opportunities when deals reach certain Kommo stages.
- Updating Kommo contacts with information from related Salesforce accounts.
- Generating custom reports combining data from Kommo and Salesforce.
- Triggering personalized email campaigns based on combined Kommo/Salesforce data.
HowdoIhandlefieldmappingcomplexitiesbetweenKommoandSalesforceonLatenode?
Latenode’s JavaScript code blocks allow advanced data transformations, handling complex field mapping requirements beyond simple no-code solutions.
Are there any limitations to the Kommo and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom object relationships in Salesforce might require custom JavaScript code.
- Data transfer volume is subject to the API limits of both Kommo and Salesforce.
- Initial synchronization of large datasets can take significant time.
