KonnektiveCRM + Archie CRM Integrations

See the kind of workflows teams build with KonnektiveCRM and Archie below — describe the exact one you want above and the Agent builds it on demand.

KonnektiveCRM + Archie When a customer is created in KonnektiveCRM, update the contact profile in Archie CRM.

Sync newly created leads across CRM platforms When a new lead is captured in KonnektiveCRM, automatically create or update the matching contact in Archie to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Archie, update the corresponding opportunity stage in KonnektiveCRM for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in KonnektiveCRM, log a status update activity on the corresponding account record in Archie. See details

Browse the full workflow library →

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Triggers & actions for KonnektiveCRM and Archie

Everything KonnektiveCRM and Archie can do inside a workflow — the triggers that start one and the actions that run when it fires.

KonnektiveCRM Explore KonnektiveCRM →

KonnektiveCRM is a customer relationship management and order management platform built for direct response and e-commerce businesses.

Triggers

New Customer

Triggers when a new customer is created.

New Order

Triggers when a new order is created. NOTE: If QA is active the order must be approved before the sale will trigger.

New Transaction

Triggers when a new transaction is created.

Actions

Create Partial Order

Creates New Leads.

Create a Complete Order (With Line Item Support)

Creates a complete order with line support.

Create a Complete Order

Creates a complete order for a customer.

Archie Explore Archie →

Archie CRM is a management platform designed for coworking spaces and flexible offices to handle space bookings, invoicing, and leads.

Triggers

New/Updated Organizations

Triggers when organizations are added created/updated very recently.

Actions

Create Contact

Creates a new contact

Create Calendar Item

Creates a calendar item

Create Organization

Creates a new organization

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