Case Study: Kommo streamlines chat integration with CallGear

Kommo streamlines chat routing with CallGear in 1 day

Kommo, a CRM platform, needed to integrate text-based chat communications from their website into their customer management system to streamline workflows for their employees. They partnered with vendor CallGear to utilize its chat integration service, aiming to centralize client interactions directly within the Kommo interface for their team.

CallGear implemented a comprehensive integration that automatically routes chats from selected channels into Kommo, creating new contacts and deals or unsorted entries based on a configured logic. The solution included automated task creation, custom tagging, and the mapping of inquiry data into Kommo's custom fields. This eliminated the need for employees to switch between platforms, centralizing all text-based client communication and lead management within Kommo to improve efficiency and data organization.

Kommo