CRM-to-Kixie Lead Sync Bot
Overview
A Python automation that pulls leads from the client's CRM, organizes them by type and ZIP code, generates per-segment CSV files, and uploads them into Kixie. A second module extracts verified phone numbers from PlanetAltig while skipping duplicates and previously processed leads. Outcome: Eliminated manual data transfers between CRM and Kixie, with verified secondary phone numbers improving outbound contact rates.
Architecture & Pipeline
flowchart LR
n0["Source CRMLead extract"]
n1["Segment by Type & ZIPPandas"]
n2["CSV FilesPer segment"]
n3["Kixie UploadDirect sync"]
n4["PlanetAltig EnrichmentVerified phone numbers"]
n5["DedupeSkip processed leads"]
n0 --> n1
n1 --> n2
n2 --> n3
n3 --> n4
n4 --> n5
classDef step0 fill:#f1f5f9,stroke:#64748b,color:#1e293b,stroke-width:2px,rx:10,ry:10;
classDef step1 fill:#ecfeff,stroke:#06b6d4,color:#1e293b,stroke-width:2px,rx:10,ry:10;
classDef step2 fill:#f0fdfa,stroke:#0d9488,color:#1e293b,stroke-width:2px,rx:10,ry:10;
classDef step3 fill:#ecfdf5,stroke:#10b981,color:#1e293b,stroke-width:2px,rx:10,ry:10;
classDef step4 fill:#fffbeb,stroke:#f59e0b,color:#1e293b,stroke-width:2px,rx:10,ry:10;
class n0 step0;
class n1 step1;
class n2 step2;
class n3 step2;
class n4 step3;
class n5 step4;
End-to-end flow derived from this project's scope and tech stack. Tap View Fullscreen for a larger view, or scroll horizontally on small screens.
Key Features
- Automated lead extraction from the source CRM
- Segmentation by type and ZIP code, exported as CSVs
- Direct upload and sync into Kixie
- Deduplication against previously processed leads
- Secondary phone number enrichment via PlanetAltig
- Tech Stack:** Python, Selenium, Requests, Pandas