The Single Source of Truth for Your Leads
Cross-platform lead sync
Stop wasting time with manual data transfers. Archiz AI agent automatically syncs your lead and customer data across all your essential platforms—CRM, marketing automation, spreadsheets, and more—in real time .
See it in action
Cross-platform lead
Fragmented Data, Fragmented Decisions
Your sales team works in the CRM, your marketing team works in their automation tool, and your finance team uses spreadsheets. The data is never the same in any two places. This leads to inaccurate reporting, embarrassing communication mistakes, and a complete lack of trust in your data.
Sales team works
Key Features
Real-time, Two-Way Sync
When a record is created or updated in one system, the agent instantly and automatically pushes that update to all other connected platforms.
AI-Powered Conflict Resolution
f data for the same record is changed in two systems at once, the agent can use intelligent rules (e.g., “CRM is always the master record”) to resolve the conflict and prevent data corruption.
Custom Field Mapping
A simple, visual interface allows you to easily map standard and custom fields between all your different platforms, ensuring data goes exactly where it needs to
Use Cases
Use-Cases for Cross-platform lead sync
B2B Company
Synced their HubSpot marketing data with their Salesforce CRM, giving their sales team full visibility into a lead’s marketing engagement and enabling more relevant conversations.
Real Estate Brokerage
Automatically synced new leads from their website and Zillow into their CRM and a Google Sheet for their transaction coordinator, eliminating all manual data entry.
Non-Profit
Synced their donor data between their payment processor, their email marketing tool, and their donor management system, creating a unified view of every supporter.
More Agent Template
Hot Lead Notifier
Sends instant alerts for high-interest leads based on scoring and behavior.
Event Follow-up Agent
Sends follow-ups after webinars, expos, or demos with personalized messaging.
Personalized Outreach Bot
Crafts outreach messages tailored to each lead’s profile and history.
Territory-based lead routing
Assigns leads based on location, rep coverage, and regional rules.
Cross-platform lead sync
Syncs lead data across CRM, Google Sheets, marketing platforms, and support tools.
Auto-generate personalized proposals
Creates customized proposals using lead data, pricing logic, and branded templates.
Lead sync agent
Value Proposition
Create a single, trusted source of truth for all customer data.
Eliminate hours of manual data export/import tasks.
Improve the accuracy of your sales and marketing reports.
FAQ
You can designate a “master” system, such as your CRM, to prevent inconsistencies. If a record is updated in multiple places simultaneously, the data from the master system will always take precedence, ensuring a single source of truth.
Synchronization occurs in real-time. Changes made in any connected application are typically reflected across all other platforms within seconds.
Yes. The system features a flexible mapping interface that allows you to sync any standard or custom fields and objects between your connected platforms, ensuring no data is left behind.
No, there is no limit. You can connect as many applications as your workflow requires to build a completely unified and scalable data ecosystem.
Not at all. The entire setup is managed through a simple, visual, no-code interface. Connecting apps and mapping data fields is designed to be intuitive for any user, regardless of technical expertise.
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Connects with: Hundreds of apps, including CRMs, marketing automation platforms, spreadsheets, databases, and more.
CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features
