How does the Integration between Kixie and Insightly work?
Kixie's integration with Insightly CRM allows customers to automatically log their Kixie calls, SMS, dispositions, and notes to the correct Insightly Contact record and any associated Deals.
Kixie Syncs Activities at the Contact level in Insightly.
Phone Call, Disposition, and SMS Activities log as "Notes" in Insightly.
Syncing to Associated Deals
Once an activity is synced to a Contact, Insightly will also sync the same call and sms activities over to all associated Deals.
The Kixie PowerCall®
The Kixie PowerCall functions as an enhanced, Insightly-driven caller ID, as well as a shortcut into Insightly.
- Insightly-driven Caller ID: View the HubSpot Contact that's calling you, and click to open their contact page in a new tab
- Edit the Insightly 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 Insightly Contact
Where does Kixie log calls to Insightly?
Phone Call Activities will log as a "Note" in Insightly.
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 Insightly?
Text Message (SMS) Activities will log as a "Note" in Insightly.
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 Insightly?
Call Dispositions (also known as Call Outcomes) will log as a separate "Note" from the call activity itself in Insightly.
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 Insightly?
Kixie will log Call Notes to as a "Note" in Insightly that is appended to the disposition selected for a call.
How does Kixie know which Contact in Insightly to log an activity to?
Kixie searches the Insightly 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 Insightly?
Technically Kixie logs activitues as Notes on the Contact record. The Note will be availabel to all Deals assocatied wiht the Contact record in Insightly.
Does Kixie log to my Company records in Insightly?
Insightly 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 Insightly?
You can see which agent performed an activity by reviewing the Note in the Insightly 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 Insightly crm because either the contact does not exist or the contact is using a different phone number then Kixie can create a contact in Insightly 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 Insightly 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 Insightly?
Kixie can create the following items in Insightly:
- Call activities
- SMS activities
- Call Dispositions
- Notes about the contact
- Scheduled Activities wiht the contact
- New Contacts
What Kixie activities can be triggered from Insightly:
- Display Contact details in PowerCall
- Trigger a call via zapier
- Trigger a SMS via zapier
Will Kixie be my friend?
Yes! We love you.