How does the Integration between Kixie and ActiveCampaign work?
Kixie's integration with ActiveCampaign CRM allows customers to automatically log their Kixie calls, SMS, dispositions, and notes to the correct ActiveCampaign Contact record and any associated Deals.
Activity Logging
Kixie Syncs Activities at the Contact level in ActiveCampaign.
Phone Call and SMS Activities log as Activities in ActiveCampaign.
Dispositions and Notes log as Notes.
Syncing to Associated Deals
When an activity is synced to a Contact the activity is also synced to the Most Recent Open Deal in ActiveCampaign.
The Kixie PowerCall®
The Kixie PowerCall functions as an enhanced, ActiveCampaign-driven caller ID, as well as a shortcut into ActiveCampaign.
- ActiveCampaign-driven Caller ID: View the ActiveCampaign Contact that's calling you, and click to open their contact page in a new tab
- Edit the ActiveCampaign Contact’s basic information while you're on a call, like name and email address
- Log a Call Outcome with notes
- Schedule a future Call Activity with the ActiveCampaign Contact
FAQ
Where does Kixie log calls to ActiveCampaign?
Phone Call Activities will log as an "Activity" in ActiveCampaign.
Pertinent call details about the call such as the duration, the call recording URL, and the phone numbers will be stored in the Activity Body.
Where does Kixie log SMS to ActiveCampaign?
Text Message (SMS) Activities will log as a "Note" in ActiveCampaign.
Pertinent details about the call such as the message itself and the direction of the text will be stored in the Note Body.
Where does Kixie log Dispositions to ActiveCampaign?
Call Dispositions (also known as Call Outcomes) will log as a separate "Note" from the call activity itself in ActiveCampaign.
Pertinent details about the Outcome such as the selected disposition and any call notes will be logged in the Note Body.
Where does Kixie log Call Notes to ActiveCampaign?
Kixie will log Call Notes to as a "Note" in ActiveCampaign that is appended to the disposition selected for a call.
How does Kixie know which Contact in ActiveCampaign to log an activity to?
Kixie searches the ActiveCampaign crm contact records by phone number to find the right contact record to log the activity to. In case there is a duplicate record, Kixie will return the most recently created contact record.
Does Kixie log to my Deal records in ActiveCampaign?
Technically Kixie logs activitues as Notes on the Contact record. The Note will be availabel to all Deals assocatied wiht the Contact record in ActiveCampaign.
Does Kixie log to my Company records in ActiveCampaign?
ActiveCampaign crm does not have a notion of companies. Kixie will only log to a Contact and the Contact's associated deals.
How do I know which Agent logged a call or SMS in ActiveCampaign?
You can see which agent performed an activity by reviewing the Note in the ActiveCampaign crm.
What if the Contact isn’t in my CRM or calls from a different phone number?
If a Contact cannot be found in the ActiveCampaign crm because either the contact does not exist or the contact is using a different phone number then Kixie can create a contact in ActiveCampaign for you. This setting can be update for your account in the Kixie dashboard.
Can Kixie log calls to Contacts using a custom phone number field?
Kixie cannot search ActiveCampaign using custom phone fields which means Kixie cannot log calls to contacts with phone numbers in a custom phone field.
What Kixie processes constitute a two-way sync with ActiveCampaign?
Kixie can create the following items in ActiveCampaign:
- Call activities
- SMS activities
- Call Dispositions
- Notes about the contact
- Scheduled Activities wiht the contact
- New Contacts
What Kixie activities can be triggered from ActiveCampaign:
- Display Contact details in PowerCall
- Click-to-Call
- Click-to-SMS
- Trigger a call via zapier
- Trigger a SMS via zapier
Will Kixie be my friend?
Yes! We love you.