What This Workflow Does
This automation solves the common problem of sales teams forgetting call details or spending excessive time manually logging interactions. Every time you receive an incoming call through Yodel.io, the workflow automatically creates a detailed note in Kommo (formerly AmoCRM) with the call timestamp, duration, and caller information.
By eliminating manual data entry, this integration ensures your CRM always reflects the most current customer interactions. Sales managers gain visibility into team call activity, while reps can focus on conversations rather than note-taking. The automated system reduces human error and creates consistent documentation for every customer touchpoint.
How It Works
1. Call Received in Yodel.io
The workflow triggers immediately when Yodel.io detects an incoming call to your designated phone number. It captures the call metadata including the caller's number, call start time, and duration.
2. Data Processing in Make.com
Make.com formats the call data and checks against any filters you've set (e.g., minimum call duration or specific caller groups). This step ensures only relevant calls generate Kommo notes.
3. Kommo Note Creation
The system locates or creates the contact in Kommo, then adds a new note with the call details. The note template can be customized to include specific fields like call purpose or follow-up actions.
Who This Is For
This workflow benefits sales teams and customer support departments that:
- Use Kommo as their primary CRM
- Receive high volumes of customer calls through Yodel.io
- Need accurate records of customer interactions
- Want to reduce manual data entry for their teams
- Require visibility into call activity for coaching and analytics
What You'll Need
- Active Yodel.io account with API access
- Kommo subscription with administrator privileges
- Make.com account (free plan sufficient for basic implementation)
- Designated phone number in Yodel.io for call tracking
Quick Setup Guide
- Copy this template to your Make.com account
- Connect your Yodel.io account in the "Incoming Call" trigger module
- Authenticate your Kommo account in the "Create Note" action
- Customize the note template with your preferred fields and formatting
- Test with sample calls and adjust filters as needed
Key Benefits
Time Savings: Eliminates 5-10 minutes of manual note-taking per call, freeing reps for more customer interactions.
Data Accuracy: Automated logging ensures call details are recorded consistently without human error or omission.
Improved Visibility: Managers gain real-time insights into call volume and team activity directly in Kommo.
Better Customer Service: Complete call histories enable more personalized follow-ups and context-aware support.
Scalable Process: The system handles increasing call volumes without additional administrative burden.