Connect Kommo to Salesforce

Add AI Source File

Tool to add a knowledge source file to Kommo AI. Use when you need to upload a file (like documentation, policies, or knowledge base articles) to be used by the Kommo AI agent or suggested reply feature.

Create Kommo Companies

Action to add one or more companies into the Kommo account.

Create Kommo Contact

Action to create one or more contacts in Kommo CRM.

Create Kommo Lead

Action to create a lead in Kommo CRM.

Create Kommo Task

Action to create a task in Kommo CRM.

Delete Kommo Files

Tool to delete files (move to trash) in Kommo. Use when you need to remove files from the Kommo account.

Add contact to campaign

Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.

Add lead to campaign

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...

Add product to opportunity

Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after ru...

Associate contact to account

Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.

Clone opportunity with products

Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.