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Chat ON Desk – Kommo Integration Process
Integrating Chat ON Desk with Kommo is an excellent way to streamline your communication and improve lead management. By connecting WhatsApp messages from Chat ON Desk directly to Kommo’s CRM, you can ensure that every customer message is logged as a new lead or an update to an existing contact. This helps your sales and support teams respond faster, track all interactions, and build stronger relationships with customers.
Why Integrate Chat ON Desk with Kommo?
Before we start, let’s look at the key benefits of this integration:
- ✅ Unified Lead Management: Automatically create new leads in Kommo for every new WhatsApp conversation.
- ✅ Faster Response Times: Respond to new leads and customers directly from Kommo’s interface.
- ✅ Seamless Collaboration: Easily assign leads and conversations to the right team members in Kommo.
- ✅ Complete Interaction History:
Every chat is saved in the lead’s timeline, giving you a full view of all communication.
Prerequisites
- A Kommo Account – You should have an active Kommo account with access to the CRM.
- A Chat ON Desk Account – You should have an active subscription with Chat ON Desk.
Step to Step Guide
Process to Enable Chat ON Desk – Kommo Integration
- Access Integration Section: Log in to your Chat ON Desk account. On the dashboard, find and click the “Integration” option in the left-hand menu. Then, click the “Add” button located at the bottom right of the page.
- Select Kommo: From the list of available integration options, click on “Kommo”. This action will open the Kommo integration page within Chat ON Desk.
- Enter Kommo Credentials: On the Kommo integration page, you will be prompted to enter your Kommo account details. You will need to provide the following:
- Kommo Subdomain: This is the unique part of your Kommo URL (e.g., yourcompany.kommo.com). You will only need to enter yourcompany.
- Verify and Connect: After entering your credentials, click the “Verify and Connect” button. Chat ON Desk will then attempt to connect to your Kommo account using the provided information
- Save: Once you have set your desired pipeline and status, click on the “Save” button to finalize the integration.
Once the integration is successfully enabled, here’s what will happen:
- New WhatsApp Chats: Any new WhatsApp message sent to your Chat ON Desk number will automatically create a new lead in your selected Kommo pipeline.
- Contact Information: The new lead will include the customer’s phone number and the initial message as a note. If the contact already exists, the new message will be added to their timeline.
- Reply from Kommo: Your team can reply to these WhatsApp chats directly from the Kommo lead card, and all conversation history will be stored there.
Video Tutorial
🎥 Watch the Chat ON Desk & Kommo Integration: Setup & Demo Guide
FAQs
Yes, the integration automatically creates new leads, which include the contact’s phone number. You can later add more details in Kommo.
Yes, if a message comes from a number that is already in your Kommo CRM, the conversation will be added to that contact’s existing timeline without creating a new lead.
The initial setup uses a single Kommo user’s API key. However, once the lead is created in Kommo, it can be assigned to any team member.