====== Call Tags Setup in Cloud PBX and Kommo Integration ======


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If your Cloud PBX is integrated with Kommo, lead and contact cards can be created automatically upon calls. If necessary, these cards can include tags — special labels that help capture important call details and quickly find the required information about leads and contacts.
Tag rules are configured separately for each call type: incoming and outgoing, successful and missed calls. Let’s go through the tag setup for successful incoming calls as an example.

1. In the selected integration scenario, in the **Incoming calls** section, enable adding tags  by toggling the switch to the right.

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2. In the window that opens, choose what to do upon a successful incoming call: to add tags to leads or contacts or not.

Adding tags to leads and contacts is set up separately.

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3. In the menu that appears, choose the necessary tags from the standard list:



  * Call direction — incoming or outgoing.
  * Call result — successful or missed.
  * PBX employee number
  * Customer status — new or existing.
  * Employee name
  * Number name
  * Department name — only for incoming calls.

If the standard tags don’t meet your business needs, you can create your own. For example:



  * VIP client — to mark calls from key customers.
  * Urgent order — to highlight requests for fast processing.
  * Complaint — helps track complaints for further follow-up.

To delete an unnecessary tag, click the trash can icon to the right of the tag.

Then save the changes by clicking **Apply**.


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4. Saved rules can be checked on the integration scenario page.

To edit an existing rule, click the gear icon. 

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Tag rules for unanswered calls are configured the same way as for successful calls. Additionally, for missed calls, you can enable the **Call Result** tag, which will automatically update if a successful call to the same customer occurs later the same day. If the customer calls back, the **Call Result** tag will also update.
To set it up, in the settings window for unanswered incoming calls, toggle the **Add the "Call Result" tag** switch to the right.

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After that, you can choose what to do next with this tag:
  * Add only the "missed" tag.
  * Update the tag from "missed" to "called back" or "customer called back" on a successful repeated call.
  * Add the "called back" or "customer called back" tag to the "missed" tag on a successful repeated call.

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