CRM-to-Kixie Lead Sync — Microservices & Reconciliation
Overview
A set of microservices keeping a sales team's calling lists correct across two systems that do not talk to each other. Leads are pulled from the CRM, segmented by type and ZIP code, exported per segment and uploaded into Kixie, with PlanetAltig supplying verified secondary phone numbers and duplicates and already-processed leads skipped.
The harder job is keeping the two in agreement afterwards. The services run continuously to find and resolve discrepancies between Kixie and PlanetAltig, so no lead is ever missed, and to keep the calling lists themselves accurate — callbacks and appointments added when they are booked and removed when they are not, rather than leaving agents dialling stale entries. It runs in Docker on a Linux server against PostgreSQL, with parallel processing to keep the reconciliation fast at volume.
Outcome
Two systems that never spoke kept continuously in agreement: no lead missed, calling lists in Kixie accurate as callbacks and appointments move, and the manual transfers between CRM and Kixie gone entirely.
Screens & Demos
Architecture & Pipeline
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01
Source CRM
Lead extract
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02
Segment by Type & ZIP
Pandas
- Pandas
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03
CSV Files
Per segment
- CSV
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04
Kixie Upload
Direct sync
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05
PlanetAltig Enrichment
Verified phone numbers
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06
Dedupe
Skip processed leads
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07
Reconciliation Services
Kixie vs PlanetAltig · parallel
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08
Calling List Updates
Callbacks + appointments in and out
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09
PostgreSQL
Shared state
- PostgreSQL
End-to-end flow, in order. Scroll sideways on a narrow screen.
Key Features
- Several microservices running continuously to keep both systems in agreement
- Discrepancies between Kixie and PlanetAltig detected and resolved automatically
- No lead missed — reconciliation covers every record on both sides
- Callbacks and appointments added to and removed from Kixie's calling lists as they change
- 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
- Verified secondary phone numbers from PlanetAltig
- Parallel processing to keep reconciliation fast at volume
- PostgreSQL store, deployed with Docker on a Linux server