CRM
Kommo
Kommo is listed here as a CRM.
Kommo is a customer-management system built around messaging, used by growing businesses such as beauty and wellness, retail, education and real estate firms. Conversations from WhatsApp, Instagram and TikTok arrive in one shared inbox, and each prospect is kept as a lead that moves through the stages of a sales pipeline. It also handles bookings and broadcast messages.
What these workflow templates do
Every workflow template below works from an export from a CRM and changes nothing in it.
Workflows for CRMs
No workflow template names Kommo yet. The templates below are not written for Kommo by name; each is written for a CRM.
Cancellation request response Workflow template
Works from an export from a CRM.
Can see: one account row: plan, fee, users, start date, billing. Can change: nothing.
Churn risk and save plan Workflow template
Works from an export from a CRM.
Can see: leaver list with plan, dates, annual value and reason. Can change: nothing.
Competitor battlecard Workflow template
Works from an export from a CRM.
Can see: export of closed deals that name the competitor. Can change: nothing.
CRM field ownership map Workflow template
Works from an export from a CRM.
Can see: field schema exports and sample records from the CRM. Can change: nothing.
Deal close plan Workflow template
Works from an export from a CRM.
Can see: the deal record: stage, amount, close date, next step. Can change: nothing.
Expansion whitespace review Workflow template
Works from an export from a CRM.
Can see: what each account holds, where, quantity against limit. Can change: nothing.
Household record differences Workflow template
Works from an export from a CRM.
Can see: contacts by household and account links. Can change: nothing.
Offer review Workflow template
Works from an export from a CRM.
Can see: buyers' objections, with where and when they were raised. Can change: nothing.
Record sharing access matrix Workflow template
Works from an export from a CRM.
Can see: sharing setup by record type and role. Can change: nothing.
Renewal risk review Workflow template
Works from an export from a CRM.
Can see: contract list: accounts, owners, contract end, notice date, renewal terms, annual value. Can change: nothing.
Sales pipeline review Workflow template
Works from an export from a CRM.
Can see: open and recently closed deals with stage, amount, dates and next step. Can change: nothing.
Stalled-deal review Workflow template
Works from an export from a CRM.
Can see: deal export from sales system. Can change: nothing.
Win-loss review Workflow template
Works from an export from a CRM.
Can see: closed-deal export. Can change: nothing.
Teams that run these workflow templates:
How it connects
Each connector below is one we know of, with who publishes it, where and when we found it, and its trust level.
Published by its maker
Programming interface from the maker of Kommo
A programming interface for software developers.
Published by Kommo, as the maker's own page states.
Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
What setup takes, and who approves it
Connecting a workflow to Kommo is agreed when the work is scoped: a person who looks after Kommo at your company approves how the workflow signs in and what it may see and change.
No time is promised here. Where no connector exists, the workflow works from an export.
What was checked, and when
- The maker's own pages: read on 12 November 2026.
- The workflow templates above: each link was read from the template's own text and reviewed, most recently on 12 November 2026.
Next step
Want a workflow above built for your team? Open it and choose how to start, or book a fit call.
Technical details
- Kommo API · Public APIFound in the maker's own documentationKommo's developer section describes a REST API for receiving, adding and updating data in Kommo.The maker’s page