Pluga integration

November 11, 2024

Connecting Kommo with Pluga allows you to automate your business processes by linking Kommo with a variety of external tools—no coding required. This integration simplifies tasks like syncing contacts, updating leads, and automating notifications.

In this article, you will learn about:

What is the Pluga integration and its benefits?

Pluga is an automation platform that connects Kommo with 100+ popular apps, including Vindi, Trello, HubSpot, Pipedrive, and Asana. It simplifies workflow automation, reducing manual work and boosting efficiency.

Note: The Pluga integration is free for all Kommo users, but Pluga itself offers a 7-day free trial before requiring a paid plan. The number of integrations available between Kommo and other apps depends on the plan you select. For more details, visit Pluga’s pricing page.

Some of the most commonly used apps you can connect with Kommo via Pluga include:

  • HubSpot: Sync contacts, automate lead generation, and trigger actions in Kommo based on HubSpot CRM activity.
  • Pipedrive: Seamlessly transfer deal data and contact details between Kommo and Pipedrive, automating your sales pipeline.
  • QuickBooks: Connect Kommo with QuickBooks to automate invoicing, expense tracking, and syncing customer data for accurate financial records.
  • Airtable: Sync and organize your data in Airtable while managing customer interactions and communications in Kommo.
  • Asana: Keep project management in sync by integrating tasks and milestones from Asana directly into Kommo, ensuring smooth collaboration.
  • Xero: Easily manage finances and invoicing by connecting Xero with Kommo, automating billing processes and customer tracking.

To explore all available integration options, check out the Pluga x Kommo integrations page.

With Pluga, you can automate a wide variety of tasks within your Kommo account, from syncing sales data to managing customer support and marketing campaigns. By leveraging these integrations, you can reduce errors, enhance productivity, and streamline your business operations.

How to connect to Pluga?

To connect Kommo with Pluga, follow these steps:

  1. Visit Pluga’s website and register for a free account.

  1. After registering, Pluga will guide you through your first automation setup. Start by selecting Kommo from the app list.

  1. Next, select another app you want to connect with Kommo and click Connect and Continue. Pluga will guide you through the rest.

Tip: Visit Pluga’s Kommo integrations page to explore pre-made templates and integrations you can set up easily.

If you already have a Pluga account:

  1. Click Create Automation.

  1. Name your automation and click Confirm.

  1. From the Select App dropdown and choose Kommo.

  1. Specify a trigger like Lead reached a stage. This means your automation will activate when a lead reaches the specified stage in Kommo.

  1. Click Continue and connect your Kommo account. (This step is required only once. Afterward, your Kommo account will remain connected.)

Note: You can link multiple Kommo accounts to the same Pluga account and rename each for easy organization.

Setting up an automation

Once your Kommo account is connected, follow these steps to configure your automation:

  1. Select the pipeline and stage that will trigger the automation.
  2. Specify if a lead should be captured again if it’s moved to another stage and then back to the selected stage.
  3. Click Continue.
  4. With Pluga’s filter feature, you can set criteria using Kommo values like lead score, creation date, UTM parameters, and more to trigger your automation.

  1. Choose an action — what happens when the automation is triggered. Actions can include creating a Trello card, sending a follow-up email, adding a row to Google Sheets, and more.

Let’s take Google Sheets as an example (similar steps apply to other apps):

  1. Select the app and specify the action the automation should perform.

  1. Connect your account if needed (or select an already linked account in Pluga).

  1. Choose the sheet where new rows will be added.

  1. Set up data mapping by naming columns and selecting which lead data fills each cell. If you’re integrating multiple apps, you’ll see data from Kommo and other sources.

  1. Click Finish Automation to activate. Now, when leads reach the selected stage in Kommo, the automation will send data to your chosen app.

Note: For multi-step automations that includes more than two apps, use Pluga’s paid plan, as the free plan supports only two-step automations.

In Pluga, a multi-step automation allows you to connect multiple apps in a single workflow, with each app triggering specific actions in the next. For example, in a three-step Kommo - Google Sheets - Typeform automation, when a new lead is added in Kommo, the lead details can automatically update a Google Sheets document, and this data can then trigger an action in Typeform, like sending a survey. This setup ensures a seamless flow of data and actions across multiple tools without manual intervention, enabling more complex workflows to meet advanced business needs.

Need more help setting up or troubleshooting? Contact us by sending an email to support@kommo.com or write to us via WhatsApp. You can also hire a Kommo partner to do all the hard work for you.

Not a user yet? Sign up for our free 14-day trial or book a free live demo to see it in action!

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