How to exchange data between scripts and Kommo
Seamless data exchange allows you to automatically import your client data from Kommo CRM into scripts and vice versa, for example name, e-mail, address, date and time of appointment, or any other needed information. Real-time input of new order or client data within the script during calls, eliminating the need to switch windows. Data will be saved in Kommo CRM even if you accidentally close the script, browser window, or hit the back button.
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To set the seamless data exchange with your Kommo you need to go to your HyperScript account, choose the needed script or create a new one. Open it, choose the step of the script where you would like to put the field and click Fields icon.
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Click New field or choose the already created one from the list below.
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In Data Source click CRM and for Kommo CRM, please, choose the amoCRM option in the CRM Field.
Important! To set up the seamless data exchange with your Kommo account you need to choose amoCRM field in HyperScript. -
Next, you can select the pre-prepared Fields from the subsections, for example Contact/Name to automatically add to the script the person's name to whom you are going to call.
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Or create your own field.
Important! The field name should be exactly the same as in Kommo CRM.
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Click Create and it’s ready. Repeat the same process with other needed steps. Don’t forget to click Publish script after adding all needed fields before going back to Kommo. All your employees will see an update immediatly.