The integration between Planado and Kommo allows automatic creation of Planado jobs based on Kommo deals.
The integration with Kommo works as follows:
A deal is created in Kommo with filled-out fields
The deal is moved to a specific stage
A job is created in Planado based on the deal
Information from deal fields transfers to job fields
The field worker performs the job and fills out job report fields
The worker completes the job
Information from job report fields transfers back to the Kommo deal
Deal moves to the next stage depending on job resolution
This instruction covers how to connect the integration with Kommo.
Log into Kommo.
Go to the Settings tab and select "Integrations", enter "Planado" in the search bar.
The Planado app in Kommo
The "Planado" app will appear in search results. Click "Install" next to it.
Planado app in Kommo
Open the Planado app in Kommo and check "I accept Planado's privacy policy and grant access to my Kommo account". Then click the "Install" button. The app installation in Kommo will begin.
The Planado app installation
After installation, the app needs to be configured.
To connect Kommo to Planado, enter your Planado domain address in the "Your Planado address" field at the bottom of the page. It looks like this: <your_domain_name>.planadoapp.com. This is the same domain you chose when registering with Planado. After this, click "Save".
Integration connection
You'll be briefly redirected to the integration page in Planado. If you're not logged into Planado, you'll need to log in at this point.
Log in to your Planado
After this, the integration will connect, and you'll need to open the Planado app in Kommo once more. The app will notify you that integration is installed and immediately close.
Connected integration
For integration settings, go to Planado. Open the Settings → Integrations → Kommo page.
The Kommo integration settings
Here you can specify which funnels and stages will create Planado jobs from Kommo deals. For this, you need to set up data transfer configuration.
At the end of configuration, click the "Save" button.
The integration is configured. Note that integration settings can be opened through the Planado app in Kommo.
Open the integration settings through the Planado app in the Kommo
As a result, you have a connected integration between Planado and Kommo. Now you can configure the integration for your business processes.
Integration settings with Kommo are described in other instructions in the Planado knowledge base.
If you have questions about configuring integration with Kommo or other Planado functions, email us at support@planado.app or submit a request at planado.freshdesk.com. We'll be happy to help you.