NOVA Widget
Import from Google Sheets to Kommo
This widget allows you to configure the loading of data from Google Tables in Kommo - upload and create contacts, companies, lead. Unlike the standard functionality of Kommo, the widget allows you to process a configurable number of lead every 5 minutes.
The widget is perfectly combined with such products of the company as "Automatic merging of duplicates", "Integration with the site", etc.
The widget is quite simple in settings and will be intuitive even for a novice Kommo user.
The widget is perfectly combined with such products of the company as "Automatic merging of duplicates", "Integration with the site", etc.
The widget is quite simple in settings and will be intuitive even for a novice Kommo user.
Basic settings
- After installing the widget, go to Settings and click the +Add button.
Next, configure the import settings:
- Link to the table – insert the link to your Google Spreadsheet.
- Pipeline and Stage – select the pipeline and stage where the lead will be imported.
- Working hours – specify the time range for import.
- Tag for lead – Enter the tag that will be automatically added to the leads upon import.
- Example of time setting: if you need to set up the import from 23:00 to 10:00, add two ranges:
- 23:00–23:59
- 00:00–10:00
- If you need to add another table for import, click +Add and configure it according to the same principle.
- All tables will be counted simultaneously.
- After completing the setup, click Save.
Processing duplicates
The Script for Duplicates function is available in the settings.:
1.If the pipeline and the name match (by default)
2.When the pipeline matches
3.Always create a new one Each import creates a new lead.When selecting this scenario, it is necessary to delete the Hash and lead ID in the table.
4.Any lead has been found
1.If the pipeline and the name match (by default)
- The transaction is updated if the pipeline (the stage does not matter) and the name of the leads match.
2.When the pipeline matches
- The lead is updated when only the pipeline matches.
3.Always create a new one Each import creates a new lead.When selecting this scenario, it is necessary to delete the Hash and lead ID in the table.
4.Any lead has been found
- The lead is updated if the contact or company already has at least one lead.
Making a table for import
- The names of the columns are indicated in the first row of the table.
- Format: Entity.The name of the field (for example: Lead.Name, Contact.Phone number)
- For more information, see the link
Important!!! In the access settings to the table, specify:
- "Anyone who has a link can edit it"
- or
- give access to our mail.: [email protected]
