Kixie's Nutshell CRM Integration: FAQ and Behavior

Keith Muenze Keith Muenze

How does the Integration between Kixie and Nutshell CRM work?

Kixie's integration with Nutshell CRM allows customers to automatically log their Kixie calls, SMS, dispositions, and notes to the correct Nutshell CRM Contact record and any associated Deals.


Activity Logging

Kixie Syncs Activities at the Contact level in Nutshell CRM.

Phone Call, Disposition, and SMS Activities log as "Notes" in Nutshell CRM.


Syncing to Associated Deals

Once an activity is synced to a Contact, Nutshell CRM will also sync the same call and sms activities over to all associated Deals.


The Kixie PowerCall®

The Kixie PowerCall functions as an enhanced, Nutshell CRM-driven caller ID, as well as a shortcut into Nutshell CRM.

  1. Nutshell CRM-driven Caller ID: View the HubSpot Contact that's calling you, and click to open their contact page in a new tab
  2. Edit the Nutshell CRM Contact’s basic information while you're on a call, like name and email address
  3. Log a Call Outcome with notes 
  4. Schedule a future Call Activity with the Nutshell CRM Contact



Where does Kixie log calls to in Nutshell CRM?

Phone Call Activities will log as a "Note" in Nutshell CRM.

Pertinent call details about the call such as the duration, the call recording URL, and the phone numbers will be stored in the Note Body.


Where does Kixie log SMS to in Nutshell CRM?

Text Message (SMS) Activities will log as a "Note" in Nutshell CRM.

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 Nutshell CRM?

Call Dispositions (also known as Call Outcomes) will log as a separate "Note" from the call activity itself in Nutshell CRM.

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 Nutshell CRM?

Kixie will log Call Notes to as a "Note" in Nutshell CRM that is appended to the disposition selected for a call.


How does Kixie know which Contact in Nutshell CRM to log an activity to?

Kixie searches the Nutshell 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 Nutshell CRM?

Technically Kixie logs activitues as Notes on the Contact record. The Note will be availabel to all Deals assocatied wiht the Contact record in Nutshell CRM.


Does Kixie log to my Company records in Nutshell CRM?

Nutshell 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 Nutshell CRM?

You can see which agent performed an activity by reviewing the Note in the Nutshell 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 Nutshell CRM because either the contact does not exist or the contact is using a different phone number then Kixie can create a contact in Nutshell CRM 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 Nutshell CRM 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 Nutshell CRM?

Kixie can create the following items in Nutshell CRM:

  • Call activities
  • SMS activities
  • Call Dispositions
  • Notes about the contact
  • Scheduled Activities wiht the contact
  • New Contacts

What Kixie activities can be triggered from Nutshell CRM:

  • 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.

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