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.
- Please check out this article on our sales blog for more detail on how the Kixie sync works with Pipedrive CRM.
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.