How does the Integration between Kixie and Copper CRM work?
Kixie's integration with Copper CRM allows customers to automatically log their Kixie calls, SMS, dispositions, and notes to the correct Copper CRM Contact record and any associated Deals.
Activity Logging
Kixie Syncs Activities at the Contact level in Copper CRM.
Phone Call, Disposition, and SMS Activities log as "Notes" in Copper CRM.
Syncing to Associated Deals
Once an activity is synced to a Contact, Copper 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, Copper CRM-driven caller ID, as well as a shortcut into Copper CRM.
- Copper CRM-driven Caller ID: View the HubSpot Contact that's calling you, and click to open their contact page in a new tab
- Edit the Copper CRM 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 Copper CRM Contact
FAQ
Where does Kixie log calls to Copper CRM?
Phone Call Activities will log as a "Note" in Copper 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 Copper CRM?
Text Message (SMS) Activities will log as a "Note" in Copper 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 Copper CRM?
Call Dispositions (also known as Call Outcomes) will log as a separate "Note" from the call activity itself in Copper 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 Copper CRM?
Kixie will log Call Notes to as a "Note" in Copper CRM that is appended to the disposition selected for a call.
How does Kixie know which Contact in Copper CRM to log an activity to?
Kixie searches the Copper CRM 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 Copper 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 Highlevel.
Does Kixie log to my Company records in Copper CRM?
Copper 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 Copper CRM?
You can see which agent performed an activity by reviewing the Note in the HighLevel 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 Copper CRM because either the contact does not exist or the contact is using a different phone number then Kixie can create a contact in Copper 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 Copper 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 Copper CRM?
Kixie can create the following items in Copper 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 Copper 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.