After connecting your Google Sheet to Kommo, follow these practices to keep the integration working correctly:
- Add new entries (rows) to create leads
You can add new entries after integrating Google Sheets.
Steps:
- Open the connected Google Sheet.
- Add a new row of data (e.g., name, email, phone).
- Each complete row will be processed as a new lead.
- Don’t edit column headers after setup
Important: Changing column headers can break the integration.
Steps:
- Avoid renaming, removing, or moving any columns.
- If changes are needed, delete the integration and set it up again.
- Avoid empty rows
An empty row will stop Kommo from processing any data below it.
Steps:
- Scroll through the sheet and remove any empty rows.
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To delete, right-click the row number and select Delete row.
- Use the integration settings to organize leads
You can assign tags, select a pipeline stage, and set a responsible user.
Steps:
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In Kommo, go to Leads → Automate, and open your Google Sheets source.
- Adjust settings, including adding tags (optional), choosing the pipeline stage, and assigning a responsible user.
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Click Save.
- Share the sheet carefully
The sheet can be shared with others, but changes to the structure can affect the integration.
Steps:
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Click Share in the Google Sheet.
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Grant Editor access only to trusted users.
- Remind them not to change column headers or add blank rows.
- Check if leads are being added correctly
If no leads appear, check for common issues, like blank rows or header changes in the sheet.
Steps:
- Go to the pipeline stage in Kommo that you selected.
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Check if the new data was added after the integration setup.
- Reconnect the integration if needed.
Learn more about the integration and how to connect it.
If you need more help with setup or troubleshooting, feel free to reach out to our support chat or contact us via WhatsApp. You can also hire a Kommo partner to do all the hard work for you.
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