Automate HighLevel CRM Updates Using Kixie Call Outcomes

Overview

You can automate updates in HighLevel CRM using Kixie’s webhooks. This allows you to trigger workflows based on calls, SMS, and logged call outcomes in Kixie. In this guide, we’ll focus on the most common use case: updating a HighLevel Contact’s lead status when a specific Call Outcome is logged in Kixie.

Requirements

Before you begin, ensure you have:

• Admin access to a HighLevel CRM location

• Kixie Manager or Admin access on an active Kixie account

• An active Kixie account connected to your HighLevel CRM location

Step 1: Set Up Your HighLevel Workflow

1. Log into HighLevel and navigate to the Automation tab.

2. Click Create Workflow and select Start from Scratch.

3. Click Add Trigger and select Inbound Webhook.

4. HighLevel will generate a Webhook URL. Copy this URL.

Step 2: Configure the Webhook in Kixie

1. Log into the Kixie Dashboard.

2. Go to Manage > Automations > Webhooks.

3. Click Add Webhook.

4. Paste the HighLevel Webhook URL into the Webhook URL field.

5. Select Call Outcome as the Webhook Event.

6. Choose the specific Call Outcome that should trigger the workflow (e.g., “Appointment Scheduled”).

7. Click Save.

Step 3: Generate a Sample Webhook Payload

Before HighLevel allows you to save the workflow, it requires a test webhook payload.

1. In Kixie, log the selected Call Outcome.

2. This will fire a test webhook to HighLevel.

3. Return to HighLevel, where you should now see a sample payload.

Step 4: Find the Contact in HighLevel

1. Click the + sign below your webhook trigger to add an action.

2. Select Find Contact.

3. Click Add Field, then choose Phone as the search field.

4. Click the Tag Icon on the right, search for customernumber, and select Inbound Webhook Trigger > data > customernumber.

5. Click Save.

Step 5: Update the Contact’s Lead Status

1. Click the + sign under the Contact Found branch.

2. Select Update Contact Field.

3. In Select Field, type and choose Lead Status.

4. Enter the new status (e.g., Appointment Scheduled).

5. Click Save, then Publish the workflow.

Conclusion

You’ve successfully created an automation that updates a Contact’s Lead Status in HighLevel whenever a specific Call Outcome is logged in Kixie. You can add more actions to your workflow, such as moving your Contact's associated Opportunity through pipeline stages and more. This ensures your CRM remains up-to-date with minimal manual effort.

Need help? Contact Kixie support for assistance.