Sync newly created leads across CRM platforms
When a new lead is captured in Kommo, automatically create or update the matching contact in Planfix to keep records synchronized.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Kommo Explore Kommo →
TriggersFires when a new contact or lead is added to Kommo.
Fires when a field on a contact changes in Kommo.
Fires when a deal, case or record moves to a new stage in Kommo.
Fires when a deal is marked won in Kommo.
Creates or updates a contact in Kommo.
Creates a new deal in Kommo.
Moves a deal or record to a new stage in Kommo.
Logs a call, email, or note against a record in Kommo.
Planfix Explore Planfix →
TriggersFires when a new contact or lead is added to Planfix.
Fires when a field on a contact changes in Planfix.
Fires when a deal, case or record moves to a new stage in Planfix.
Fires when a deal is marked won in Planfix.
Creates or updates a contact in Planfix.
Creates a new deal in Planfix.
Moves a deal or record to a new stage in Planfix.
Logs a call, email, or note against a record in Planfix.
More Kommo + Planfix workflows
Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in Planfix, update the corresponding opportunity stage in Kommo for unified revenue reporting.
See details
Log pipeline stage updates as CRM activities
When a deal moves forward in Kommo, log a status update activity on the corresponding account record in Planfix.
See details
See all Kommo + Planfix integrations → · Browse the full workflow library →
Common questions
Can Knit build “Sync newly created leads across CRM platforms” between Kommo and Planfix?
Yes — describe it in the box above and Knit's Integrations Agent researches Kommo and Planfix's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why would a team need to connect two CRM systems?
Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.
Does this cause duplicate contact records?
No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.