What is Kommo?

Lite mode will work stably as long as:

1. Your phone has a stable Internet connection. WhatsApp requires the phone to be accessible to its internet servers. If WhatsApp servers do not detect the network connection, communication becomes impossible.
2. The phone is always charged. (it is advisable to always keep it charged)
3. The WhatsApp application is open on the screen
4. You don't use WhatsApp on other devices. WhatsApp does not allow you to use it on multiple third-party applications at the same time, for example, the web version of WhatsApp, an application on your computer, or any other software that requires scanning a QR code to authorize WhatsApp.
5. The phone lock is deactivated.

How to keep your iPhone screen on?
You can change the Auto-Lock setting that turns off the screen in a few clicks.

1. Open Settings.
2. Click on “Screen and brightness”.
3. Click on “Autoblock”.
4. Choose “Never”

How to keep Android screen on?
If you have an Android, you will need to download a special application, e.g. Any Screen Timeout. If you don't download a companion app, some devices will be put into sleep mode, making them invisible to WhatsApp.
Here's how to install the app:

1. Follow the link
2. Download the app and open it
3. Adjust the Screen Timeout time in INF as shown in the screenshot:
4. Click on the INF button on the right and open WhatsApp
5. From now on, WhatsApp will always be open on your cell phone screen. Make sure your phone is charged and connected to the internet. Source Kommo Resources

If it is not possible to keep your phone screen on on Android all the time, you need to follow the recommendations below:

Make sure your phone is connected to the internet. You can open your browser and go to any website to check if your phone is connected to the internet. If the navigation does not load, follow these steps to troubleshoot connection issues:

If the navigation loads and you still cannot connect to WhatsApp, contact your cell phone operator and system administrator to check if the APN or router settings are correct and allow non-web and socket. There is also the possibility to try a different connection, for example, switch between your Wi-Fi network and your mobile data and vice versa.

Make sure Restrict background data is turned off.

1. Go to your phone's Settings > click on Apps > choose WhatsApp > click on data usage.
2. Check that the Restrict background data option is checked, it must be disabled for the connection to work.
3. Repeat the steps above for Google Services.

If messages still take a long time to reach your phone, we recommend that you:

• Restart your phone (turn off, wait 30 seconds, then turn on).
• Reset WhatsApp preferences by going to Settings > Apps > Menu Button > Reset Preferences.
• Make sure your phone is connected to a power source. We recommend leaving it charged to avoid going into battery saving mode.
• Disconnect your WhatsApp Web by going to WhatsApp > Menu Button > WhatsApp Web > Disconnect from all computers.
• Remember to keep your Wi-Fi turned on while the device is inactive. Click Settings > Wi-Fi > Settings icon > Keep Wi-Fi on during inactivity and make sure it's set to Always.
• Uninstall “memory management”, “performance improvement” programs and task killers in general, as this type of program prevents the application from receiving messages when it is minimized.
• Open the Hangouts app and sign out of all your accounts. Then open Hangouts again and access your accounts again.

Specific instructions for each device

• For Devices with OS 4.1 – 4.4

Check and make sure Automatic data sync is checked on your phone. To do this, go to Settings > Data usage > Menu button > Automatic data synchronization.
Make sure Wi-Fi Optimization is not checked in Configure > Wi-Fi > Menu button > Advanced > Wi-Fi Optimization.

• For Devices with OS 6.0+

Make sure Do Not Disturb is turned off or you have allowed WhatsApp notifications in priority mode on your phone in Settings > Sounds > Do Not Disturb.
Make sure all WhatsApp permissions are granted on your phone in Settings > Apps > WhatsApp > Permissions.
If none of the instructions given above help, you may not be receiving updates from Google's push notification service. Source Kommo Resources

By syncing your tasks with Google Calendar, you ensure that no tasks are forgotten. To do this:

1. Open the home page of Kommo and log in to your account.
2. Go to the section Calendar in the left menu bar, then click Synchronize at the top right corner.
3. Please click Google and you will be transferred to a separate page where you will need to log in and authorize your Google account.
4. Are you ready!

Once your accounts are synced, you can view your tasks Kommo on your desktop or cell phone. When you edit or delete your tasks in Kommo, these changes will automatically appear in your Google calendar.
Now, you can easily manage your tasks Kommo from any device using Google Calendar.

To deactivate sync with Google Calendar, go to the section Calendar, Press Synchronize and click Disable. Pig iron Kommo Resources

The most popular messaging app in the world is now part of Kommo! Here is a short guide on how to integrate whatsapp for business allowing you to capture leads and have WhatsApp conversations directly from Kommo.

Nota: This integration is supported by Gupshup and WhatsApp has provided access to its API only to a limited list of intermediaries, including Gupshup.
This integration allows you to use WhatsApp with Kommo more conveniently.

Let's get started and configure the WhatsApp widget step by step!

1st Step: Create an account on Gupshup
2st Step: In the Gupshup dashboard select – Create your first app. Select the type of app you want to create. Click on “Access API”
3 º Step : Choose a name for the WhatsApp messaging app. After submitting the name, scroll down the page and click “Next”. The last step at this stage will be to scroll down the page and click on “Go to dashboard”. Now it's time to get started and fill in all the necessary information.
4st Step: Read the checklist and prepare everything needed before clicking “I'm ready”. Follow all steps and complete the verification.
5st Step: When your app is ready, you need to install the “WhatsApp via Gupshup” integration on your account. Kommo. Copy your API key from your Gupshup account dashboard and paste it into Kommo:
6st Step: Copy the “Callback” URL and paste it into your Gupshup account: WhatsApp Dashboard 🡪 Settings 🡪 Callback URL / Link to your Bot. Once you add the link, click “Go to Dashboard”.

Add the integration as a Lead Source in your digital Pipeline settings. Click Add Source and select the Whatsapp widget. The icon will appear in added sources.

Now you have installed the WhatsApp integration for Kommo successfully!

How to use WhatsApp com Kommo

Using WhatsApp for business is state-of-the-art for customer interaction: you can connect with leads and customers super-quickly, leaving formalities out to generate comfort and give your customers the convenience of contacting you when want.

The newly connected WhatsApp widget is now a source of new leads that automatically appears in your sales funnel at the “Inbound Leads” stage.
Here is an example of an inbound lead via WhatsApp integration:

To respond to the lead message:

1. Open the lead card
2. Choose 'chat' in the message box and specify the contact name
3. Write a message or choose a ready-made message template.
4. Click submit.

To get more out of this integration, read Gupshup's rules, fees and limitations regarding WhatsApp numbers. Find out more details about this integration WhatsApp via GupShup the site Kommo.

Do you need assistance with this integration? Contact Us.

Gupshup is one of the first provider solutions for WhatsApp for Business, the world's most popular messaging app. It allows you to integrate WhatsApp for Business into your account Kommo.
Templates are a very important part of WhatsApp through Gupshup. We'll show you why you need them and how to use message templates in Kommo.

WhatsApp Templates
When you connect your WhatsApp through Gupshup, you need to follow strict instructions to use the widget successfully. To provide secure and spam-free business correspondence, WhatsApp requires you to use templates to start conversations with a customer.
Conversations can be started in two ways:

• By a customer when they write to you – in this case you can write any message you want without templates, but if you don't respond to them within 24 hours you will need to use a template.
• By a company sending an approved template – you can start a conversation yourself by sending a template to a client. If they respond, you can send regular messages.

Observation: You may have limits on sending messages based on the volume and quality of messages sent. To find out more, check out the official page WhatsApp.
All custom templates must be approved by WhatsApp before you can use them.
Within your messages, you can use:

• Text messaging – simple text messaging.
• Media messages – different images, files, documents.
• Interactive buttons – these can be quick response buttons or calls to action.

How to create a Gupshup template
To create a new WhatsApp template in Gupshup, log in to your Gupshup account and choose the desired design from your Dashboard.

Once you're in the project, scroll down to the 'Test the Access API and set the callback URL' section and select 'View templates'.

If you are in sandbox mode, you can see all sandbox templates. If not, you can find the list of all your previously uploaded templates. If the template is approved, you can see the 'Approved by WhatsApp' badge on it.

To create a new template, simply click 'Add more' and fill in all the requested fields. You can find a tip next to each field, which will help you understand what the field means.

Hittitetemplate drop – that is the purpose of the template. For example, you can enter 'halloween promotional code whether the template is used to send promotional codes for Halloween.
Template category – Choose one of the categories that best fits your template.
Template type – If your template consists of simple text, choose the text option. In other cases, you can choose one of the media types.
Template language – Select the template language.
Element Name – is the name of your template. Keep it short and concise. It can be the same as your template label, but make sure you format it correctly: 'halloween promo code'
Template format – is the body part of your template. Enter your template text in this field. If you want to use placeholders in your text, you can use double brackets. For example, 'Hello {{1}}! Here is your promo code for Halloween {{2}}'.
Interactive actions – you can include one of the following options:

• quick answers allow customers to respond in one click, choosing one of the answers offered.
• Call to actions trigger an action with one click. For example, calling or sending an email.

Model message – give a complete sample message, replacing placeholders. For example, 'Hello Jack! Here is your promo code for AMO22'.

When everything is done, click the 'Preview and Submit' button. Preview your finished template, make changes with the “Edit” button if necessary, then send it to WhatsApp for approval. Typically, templates are approved quickly.

To get a better insight into how to introduce new templates, you can read the following Gupshup guide.

Import template

To use a template in Kommo, simply copy an approved template and send it to your Lead.

To make your work with Gupshup templates easier, we have an import option available. Once imported, all your approved templates will be saved as chat templates in the Kommo and you can send them to your customers with one click.

Observation: You must not make any changes to the approved templates. If a template is edited, WhatsApp will not recognize it and the message will not be delivered.
You can find the import button inside the Gupshup widget after installation. Just click on it and your templates will be imported from Gupshup.

If you want to learn how to install Gupshup integration, visit the article WhatsApp via Gupshup account.

When you click the button, its status changes to “Import in progress”. It may take some time to import the templates, so you can go back and continue your work in Kommo. If the import is successful, you will find the time and date of your import next to the button.

You can find all your imported models by going to Chats > Gear icon > Bots & Templates > Templates.

Observation: After importing, don't forget to change the placeholders for Gupshup {{{brackets}} for dynamic fields of the Kommo using [square brackets].
The templates will also be available inside the Lead card. You can access them by just putting '/' and choosing the required one from the list.

Observation: Currently, the system can only import the first 50 templates from your Gupshup account.

How to delete and sync templates

If you delete a template in Kommo, it will not be deleted from your Gupshup account. To temporarily delete them, use the delete option within Gupshup. It is on the top right side of the template.

Observation: Don't forget to delete templates you don't plan to use. There is a limit of 250 templates per WhatsApp for Business account.
To sync the templates, simply click the import button once again. It automatically updates your templates in the chat section. All your templates that have been deleted from the Gupshup account will also be deleted from the Kommo and new templates will be added. Learn more details about creating templates WhatsApp via Gupshup Templates the site Kommo.

Do you need assistance with this integration? Contact Us.

WhatsApp for Small Business is a free integration that allows you to connect with your WhatsApp account on Kommo. This is a wonderful opportunity to respond to your customers without even leaving your account. Kommo.

The integration was created by the team at Kommo, so it is completely safe to use. Installing and using WhatsApp as a lead source and business communication tool is free and simple to do.

With it, your entire team can work from a single WhatsApp account. And what's even cooler, now you can connect different numbers, name them and connect them to different sales funnels!

How to connect WhatsApp for Small Business?
You can find the integration by going to Chats > Chat Tools > Channels.

Once you click the Install button, the integration window will appear. There, you need to accept the WhatsApp for Small Business privacy policy and give access to your account Kommo, checking the box. After that, the install button will be available for you to click.

Now let's connect your WhatsApp to Kommo.

1. Click on the 'Connect' button.
2. Choose your cell phone type (Android or iPhone).
3. Scan the QR code shown on the screen.

You can simply scan the QR code:

1. Opening WhatsApp on your cell phone.
2. Going to Menu or Settings > Connected devices > Connect a device.
3. Scanning the QR code on the installation page Kommo.

Now you are ready to gain more customers!

To remain logged in, please do not log out of your login. Kommo on WhatsApp (WhatsApp Web > Connected Devices) and use your phone at least once in 14 days.

How to set up WhatsApp for Small Business?
As soon as you add your first WhatsApp number, you will see the integration settings window.

Here you can delete your added numbers or add a new one, rename it or link added numbers to a specific sales funnel. You can also choose your backup number – this will be used in case your other numbers are disconnected.

How to use WhatsApp for Small Businesses?
Now that everything is set up, let's see how the integration works.
As soon as a lead writes you a message, it will appear in the Chat section with the WhatsApp logo. You can easily chat with them there and all your messages will be saved in the lead's card.

Furthermore, a new inbound lead will appear in the connected sales funnel. You can accept it by clicking the green button or moving it to another phase of the sales funnel; or delete it if it's spam or not your audience. You can also merge it with an existing lead if you have already had a conversation with the same person who reached you on another number.

• The integration only works for direct messages. Group messages are not visible in the Kommo.
• You can send documents and media files up to 10 MB in size.

Do you need assistance with this integration? Contact Us.

Zapier is a platform for establishing connections with over 1000 web services. Imagine a bridge between the Kommo and an external application – this is Zapier. Furthermore, Zapier can expand the possibilities of its own Kommo.

It takes some time to understand its workflow, but once you get started – it becomes a lifesaver. Zapier offers a 14-day free trial and also has a free plan that includes 5 free zaps with two-step integration. Learn more about Zapier's plans.

There are 60+ pre-made Zaps by our team for you to enjoy. This guide will also help you easily create custom automations via Zapier to fit your needs.
The possibilities are almost limitless:

• Automatically update leads, contacts or companies in Kommo with Excel or Google Sheets
• Synchronizing the Kommo with different types of calendars
• Receiving SMS from customers as notes on Kommo
• connecting the Kommo with other online systems to transfer data back and forth

How to start using Kommo with Zapier?
First, you need to integrate Zapier with Kommo. Don't worry, it's simple! Here's how to do it:

1. Crie uma counts no Zapier.
2. Once your account is ready, click on your profile picture.
3. Go to the settings.
4. Then to My apps.
5. type it Kommo in the search and a modal window will open.
6. Enter the email you used to register your account Kommo and enter the API key Kommo, as well as the subdomain Kommo (you can find it in Settings > General settings for your account Kommo). Note: You can find your API key Kommo by clicking on your profile picture and then clicking on “Profile” in your account Kommo.
7. After filling in the required fields and clicking Yes, Continue, the integration will be completed

Observation: If you change the password on your account Kommo, you will need to follow these steps again, otherwise the integration will not work.

What is Zap?
So what is a Zap? It's a workspace for you to build the necessary connections. As an example, we will create a Zap that transfers leads into Kommo for Google Sheets.
All zaps you've created are displayed in the Zapier dashboard. To create a new one, press “Zap!” At the top right corner:
Every Zap consists of steps. The first step is a condition (trigger), and further steps are the result (action). Each step is separated into sections. There are also other steps you can add after the activation step. Here is the full list of them:

• Action/Search – Perform an action or search for information in another application.
• Path – creates different steps for different rules.
• Filter – only allows a zap to proceed when a certain condition is met.
• Delay – stops actions for a certain period of time before continuing.
• Formatter – changes how incoming data is formatted for later steps.

Setting up a trigger in Zapier?
Let's take a look at the trigger step structure. Generally, it includes the following steps:

• A trigger app (Kommo in our case)
• The trigger – a condition that determines when the action needs to be taken (in this example, “New lead” in the Kommo). You can click “Show less common options” to see all possible triggers
• Account selection (one account Kommo in our example)
• Testing step – Zapier pulls sample data from your account so you can test the automation

Configuring the action in Zapier
With the help of the step, we will create a new row in Google Sheets Kommo. This is what an action step consists of:

• An action app (in our example, Google Sheets):
• The action itself – in our case, it is creating a new spreadsheet row
• Account selection (a Google account):
• A model – all the necessary data that an application needs to get from another application. In this example, we will transfer all information about the new lead created in Kommo for Google Sheets. First, we will need to choose a spreadsheet and worksheet.
• Once the correct file is chosen, we will need to match the fields in the Kommo to Google Sheets columns. To choose the data from the previous step, click on the “+” sign to the right of the required field. The system will automatically ask you to choose the step information you already have – all you need to do is choose the required data.
• Testing step – In our example, Zapier will send a test to your Google Sheets account and you will check the result in your spreadsheet.

If the test was sent successfully, you're ready!

Linking contacts and companies to leads
If you are creating not just a lead in Kommo, but also a contact or company attached to it via Zapier, you will need to create additional steps so that the data is aligned correctly:

• First, do the “Create a lead” step. In the template, specify all the information that needs to access the Lead card
• Create a contact/company – the fields on the contact card are very important – they include the person's name, phone number, email and other necessary information.
• Create a link between lead and contact/company. To do this, you would need to create a step with the “Create link” action.

In the Create Link step template, select the following data:

• “What data do you want to link?” – choose leads
• “What data ID do you want to link?” – choose the ID in the “Create a lead” step. To do this, click the “+” sign to the right of the field – click the step name and select the ID.
• “The data ID you want to link” – choose the ID in the “Create a contact” step

You can add two more steps if you need to link a company and contact to the same lead:

• Create a lead
• Create a contact
• Create a Company
• Create a link (between lead and contact)
• Create a link (between lead and company)

Tips for creating integration on Zapier
We've prepared a list of important tips that will help you create any type of integration through Zapier.

• Make sure to activate your Zap after creating it. Please note that every time you make a change to Zap, it will be deactivated.
• Make sure you fill in all required fields in the template. For example, Unique Status Identifier, this field determines which sales funnel the lead will land in. Without it, the system will get confused and you will receive an error.
• If some information is not transferred to where it should be – check the Template section again, make sure all the data has been filled in.
• Note that Zapier updates data once in 15 minutes.

Do you need assistance with this integration? Contact Us.

ActiveCampaign is a Customer Experience Automation Platform that helps companies connect and engage with their customers in a meaningful way. It allows you to create email campaigns, set up marketing and sales automations, generate reports, and more. Integration with the Kommo allows you to sign up your contacts to ActiveCampaign lists in just a few clicks.

How to connect ActiveCampaign to Kommo
It's very easy to connect your ActiveCampaign account to Kommo. Do the following:
1. Scroll to Settings > Integrations and select ActiveCampaign in the Marketing & Publicity.
2. Accept the privacy policy by checking the box after reading the terms carefully and clicking install.
3. Once installed, you need to enter your ActiveCampaign API URL and password to connect it with Kommo.
You can find passwords within your ActiveCampaign account by going to Settings > Developer.
4. Just copy the codes and place them in the corresponding fields in the widget Kommo.
5. Lastly, click 'Save' and your accounts will be connected.

Observation:  the widget window will not change once installed. You can go back and start using the integration after saving the URL codes.

How to use the integration
ActiveCampaign integration allows you to move your contacts Kommo to ActiveCampaign easily. This can save a lot of your time and energy if you want your leads Kommo be part of ActiveCampaign’s email automations and campaigns. You can subscribe contacts in bulk from the Lists or Leads sections, or individually within the Lead/Contact card.

Let's try to subscribe several Leads to ActiveCampaign lists. Go to the Leads section and switch to List view. Then, choose the leads you want to enroll and click more. From the drop-down menu, select ActiveCampaign.

Onote:
 Only emails can be entered, so ensure your chosen leads have an email address attached. In the window that appears on the right side, you will find the number of selected emails and the 'Select list' menu. You can choose one of your ActiveCampaign lists or create a new list. When you create a new one, it will also appear in your ActiveCampaign account. When you're ready, click Subscribe.

All your subscribed emails will be shown below in the widget. To unsubscribe them, click (x).

There is also an option to enroll a contact directly from the lead or contact card. Go to any Lead/Contact card and you will find the 'ActiveCampaign' widget in the right menu.

Choose the email of the Lead/Contact you want to subscribe to, select the list or create a new one and click subscribe. That simple! You can delete them in the same way by clicking the x button.

Now, you can go to your ActiveCampaign account and find all your subscribed contacts there.
Do you need assistance with this integration? Contact Us.

Connecting your email box
To connect an Email Box to Kommo, go to the email section and click on “Settings” (in the top right corner).

Then, in the settings menu, click Add email to connect your email box.

In this step, you must fill in the email address field and the system will automatically determine the provider. You will then need to enter your email account password or click “Continue” and you will be transferred to the email client page to confirm the connection. You also need to specify whether you want to connect the email box as “Personal” or “Shared”.

If you have a Firewall configured or a mailbox allowed for a specific IP list, you will need to allow access to the addresses from which the Kommo will send and collect emails (you can request a list by writing to us in the technical support chat (click Profile icon in the top left corner of your account Kommo and click the “Contact support” button).

Please note that we do not support IDN domains. You cannot specify the server IP address (for example, 64.233.161.109 instead of imap.gmail.com).

Email is connected only via the IMAP protocol for incoming email and the SMTP protocol for outgoing email. Connecting to other protocols, such as POP3 (Post Office Protocol version 3) or MAPI (Messaging Application Programming Interface) on which the Microsoft Exchange server is running, is not supported.

After connecting, importing emails from your email account will begin. This process takes place in the background, so you can continue working. The system will process the last 500 emails (per month). After importing, the email will be synchronized automatically once every 15 to 30 minutes and will appear in your account Kommo.

How often is email synced across Kommo?

The platform ppgad@pucrs.br is synchronized within an hour. Your connected speakers sync every 15 to 30 minutes. We receive emails and process only two folders: “Inbox” and “Sent”. Other folders are not synced.

When sending a message from the integrated external email box, the email will be displayed in the contact card. We only accept emails from direct customers and support the use of email forwarding (“email aliases”) or email collectors.

Difference in personal and shared email boxes

Shared email boxes are boxes that can only be connected by the account administrator. These email boxes are available for use by all users who are allowed access in the “Settings” – “Users” section and have a checkmark in the “email” box to access the Shared Email Box.

Personal email boxes are email boxes that can be connected by any user. Only the user who connected this email box will see emails from this box in the Kommo; however, a user who has connected their email box as personal can choose to share it with the account administrator. In this case, the user who connected the personal email box and the account administrator will see emails from that personal email box.

After connecting any type of email box, whether personal or shared, it can be changed in the settings menu in the email section of the Kommo.

Email topics and email display logic
The email system in Kommo Automatically matches emails by multiple criteria, and this is

• the email address of the customer with whom the correspondence is going is the same
• an email subject.

In this case, in the “email” section, this correspondence will form a thread. For each email box, topics are formed separately.
Example: the email box ppgad@pucrs.br is connected
Email conversation sequence:

1. De ppgad@pucrs.br a ppgad@pucrs.br with the theme “Greeting from the company team”
2. De ppgad@pucrs.br a ppgad@pucrs.br with the theme “Greeting from the company team”
3. De ppgad@pucrs.br a ppgad@pucrs.br with the topic “Question about the product”
4. De ppgad@pucrs.br a ppgad@pucrs.br with the topic “Question about the product”

It will be combined into topics:

1. Email 1 is grouped by ppgad@pucrs.br and “Greeting from the company team”
2. Email 2 is grouped according to ppgad@pucrs.br and “Greeting from the company collective”
3. Email 3,4 is grouped by ppgad@pucrs.br and “Question about the goods

You can disable the pasting of emails into threads by accessing the email box settings (in the email section – click on the top right corner “Settings” – select the desired email box and clear the “Group messages into threads” checkbox).

Smart email addresses
These mailboxes are system (artificial) – they do not have a login / password, settings and cannot be deleted. They exist together with the account.

@mail.amocrm.com – The email will be displayed on the contact, lead or customer card.
This email box is necessary if you do not integrate email into the Kommo and would like to forward specific emails to your account Kommo. To do this, simply enter the address of these emails in the “CC” or “BCC” field when sending an email from your external email client.

There are also forwarding email addresses for creating a new lead or new contact:
ppgad@pucrs.br – Email will create a new contact.
ppgad@pucrs.br – The email will create a new lead.

Important – Please note the following:

• If a message is sent to an incorrect address (e.g. ppgad@pucrs.br), it will not be added to the account.
• Mailboxes only work when specified as copy. If you specify an address in the blind carbon copy, the action will not occur.
• If the message is forwarded to the smart address, the contacts will be created by the fields in the to/from/CC email, and not by the data in the sent message, which is simply entered as content.
• You may receive emails from forwarding email addresses that will be displayed on the Kommo; however, you cannot send emails from this address.
• If you change your account name, your forwarding email address will also change. In this case, the emails that will be sent to the old address will not go anywhere.

Models
You can create templates to simplify your work with email. To create your first email template, do the following: open Mail, go to the Settings section and click “+ Add a template”. You will see the modal window open.

You can use HTML markup or use a plain text format. To use your template with HTML markup, select the checkbox at the bottom “send email with HTML markup”.

You can also use lead fields, and the Kommo will capture the data automatically. To do this, you will need a field code like {{contact.name}} or the newly introduced {{contact.first_name}}. These fields can be found when creating an email template or chat template.

Deleting emails

When you delete a message from Kommo, the message is not deleted from the mail server. These emails will be sent to the “Deleted” folder.
By removing the messages from the mail server, it will remain on the Kommo (as long as it was already added to the system before being deleted).
But, if the message contains an attached file, in that case, if the message is deleted on the mail server, the file will no longer be available.
Emails in the Deleted Items folder

1. Are stored for 30 days
2. Available only to Account Administrator

Deleting email boxes
To delete an email box, you need to open the “email” section, click the “Settings” button in the top right corner and select the email box you want to delete. Click “Disconnect email” – select “Delete emails”.
In this case, the notes will remain on the card, but will be unreadable (they will only be available on your server).

If you want to temporarily deactivate or re-enter your password, you must disconnect your email box and select “keep email”; in this case, the email box is disconnected without deleting the messages. Then, the emails will remain in the system.

Do you need assistance with this integration? Contact Us.