Kommo CRM & Forms Integration

I’m rolling out a company-wide architecture with Kommo at the center and I need every step—sales → production → installation—to flow seamlessly through Make. The plan is to capture information from two fronts:

• DoForms for on-site, in-depth data
• forms.app for quick, lightweight submissions

Both sources must feed Kommo automatically, keeping pipeline stages, tasks and notes perfectly aligned so our team can act without delays. The driving goal is simple: boost workflow efficiency and cut manual work to zero.

DATA WE MUST CAPTURE
• Información del cliente
• Datos del sitio de instalación
• Detalles del producto

VALIDATIONS THAT MUST FIRE
• Requisitos obligatorios (no blank critical fields)
• Validaciones de formato (emails, phone, numeric ranges)
• Validaciones cruzadas (e.g. product size vs. site measurements)

SCOPE OF WORK
– Build or refine the DoForms and forms.app templates with the fields above.
– Create Make scenarios that push submissions to the right Kommo pipeline stage, populate custom fields and spawn follow-up activities.
– Map the entire journey—sales quote, production work order, installation ticket—so data stays linked to the same deal.
– Generate an executive dashboard (Kommo widgets or an external BI layer if easier) showing real-time counts, cycle times and bottlenecks.
– Hand over clear documentation of the flows, field mappings and validation logic so my internal team can maintain them.

ACCEPTANCE CRITERIA
1. A test submission from each form lands in Kommo with 100 % of required fields populated.
2. Incorrect formats or conflicting data trigger the proper validation messages.
3. Dashboard reports match Kommo deal counts within a 2 % margin.
4. Step-by-step documentation is delivered and reviewed.

If you’re fluent in Kommo, Make (Integromat), DoForms and forms.app and can deliver the above, let’s streamline this operation together.