
When this happens...
New Project
New Insight

Automatically do this!
Create Company
Create Contact
Create Lead
Create Link
Create Task
Update Lead
Update Company
Find Lead
List Leads
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created
Triggers when a new company is created.
Triggers when a new contact is created.
Triggers when task is updated.
Triggers when a Lead's responsible user is changed in your Kommo account.
Action is the task that follows automatically within your Dovetail integrations.
Add Data to Project.
List of all tags associated with a workspace
List of insights associated with a workspace.
List of contacts within a workspace.
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To start, connect both your Dovetail and Kommo accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in Kommo (or vice versa).
Absolutely. You can customize how Dovetail data is recorded in Kommo. This includes choosing which data fields go into which fields of Kommo, setting up custom formats, and filtering out unwanted information.
The data sync between Dovetail and Kommo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Dovetail and Kommo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
Learn MoreKommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
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