How Kixie Syncs Your Calls with Pipedrive How Kixie Syncs Your Calls with Pipedrive

How Kixie Syncs Your Calls with Pipedrive

Alex Mann Alex Mann

High-Level Summary of the Kixie-Pipedrive Sync:

  • The Kixie Pipedrive integration syncs your call activity to a Pipedrive Contact first. From there, Kixie will sync the call activity to its associated Organization and/or associated Deal.

More Detail:

If you must call out of Organizations...

  • Your calls will not sync to organizations unless there is a contact associated with the organization that has the same phone number as the organization.
    • So, to make this work, you'd need to create a dummy contact with the same phone number as the organization, and associate that dummy contact with the organization. Then you'll be able to make a call out of an organization and the resulting call activity will actually sync inside the Organization.