Kixie integrates seamlessly with HighLevel’s workflow builder, allowing you to automate key actions like sending contacts to a PowerList or sending SMS messages. These automations help streamline your outbound calling and texting strategies within HighLevel CRM.
Selecting a Contact's Phone Number
Each action requires a Contact phone field to target for automation. By default, Kixie uses HighLevel’s primary phone field, but you can configure it to use a custom phone property if needed.
Below is a breakdown of the available Kixie actions and how to set them up.
Kixie Workflow Actions
1. Add to PowerList
Sends a contact’s phone number to a Kixie PowerList, enabling automated dialing through Kixie’s PowerDialer.
Setup:
- Enter the PowerList ID where you want to add the contact.
- Find your PowerList ID in the Kixie Dashboard (Manage > PowerLists).
- Map relevant contact details from HighLevel to the Kixie PowerDialer details view.
- Common fields like phone, email, first and last name are pre-mapped.
- Customize additional fields by clicking the tag icon next to each input field.
2. Send SMS
Automatically sends a text message from the Kixie phone number of the assigned HighLevel agent.
Setup:
- By default, the SMS will be sent from the Assigned User’s Kixie phone number.
- The assigned user must have an active Kixie account and a direct Kixie phone number.
- To send from a specific Kixie agent instead of the assigned user:
- Replace the User token in the “Sender” field with the Kixie user’s email address.
- Customize the message body using personalization tokens.
- Click the tag icon to insert dynamic contact details (e.g., {{contact.company_name}}).
3. Send Team SMS
Sends a text message from a shared Team SMS Inbox, allowing multiple agents to view and respond to incoming messages.
Setup:
- Enter the Team SMS Inbox ID where you want the message to originate.
- Find this in the Kixie Dashboard (Manage > Numbers > Team SMS).
4. Remove from PowerList
Removes a contact’s phone number from a specific Kixie PowerList.
Setup:
- Enter the PowerList ID to remove the contact from.
- Find your PowerList ID in the Kixie Dashboard (Manage > PowerLists).
5. Remove from All PowerLists
Removes a contact’s phone number from all PowerLists in your Kixie account.
Setup:
- No PowerList ID is required, as this action applies globally across all PowerLists.
Additional Resources
Looking for more information on Kixie’s HighLevel integration? Check out these helpful articles:
If you have any further questions, feel free to contact Kixie support at support@kixie.com or reach out to your Kixie account manager. We’re here to help!