Kixie's HubSpot Integration: Configuration and Behavior

Minimum HubSpot Requirements: 

• You have a HubSpot account (trial or paid)
• You are using Contacts, not just Companies
  • If you are using Companies exclusively, see here
• Your phone numbers are stored in the default HubSpot Contact "phone number" and/or "mobile phone number" fields

Integration Setup Checklist:

• At least one Kixie manager/admin needs to connect their Kixie account with their HubSpot Superadmin account before any other Kixie users will be able to successfully connect to HubSpot
• Kixie manager/admins must be HubSpot Superadmin and Kixie regular users must be HubSpot regular users with App Marketplace access, to connect their Kixie to HubSpot
  
  • You can always temporarily edit a Kixie manager into a Kixie user inside their Kixie agent profile->edit (or vice versa), connect the CRM, then change them back, in order to work around this 
  • As a user, the "App Marketplace access" setting must be turned ON. This can be done by editing their customer permission set. Within the permission set, select "Choose Permission". Navigate to "Account" > "Settings Access" and set "App Marketplace access" to ON.

Optional but Recommended:

• Sync your HubSpot Call Outcomes and Call Types w/ Kixie
  
  • See here for instructions. This will allow your agents to add Hubspot call outcomes and/or call types to their current calls, right from the Kixie dialer.
• Enable/Disable "Create Contacts" 
  • When you call or receive a call from a number that's not associated with a person in HubSpot, Kixie will create a HubSpot contact automatically. "Create Contacts" is enabled on your account by default.
    • Choose your preference inside Kixie.com->Manage->Account->Create Contacts
• Configure Hubspot Reporting for Kixie
  • See here for instructions
• Enable HubSpot Call Transcriptions w/ Kixie
  • See here for instructions
• Using Custom Phone Fields?
  • See here for instructions 
• Review Kixie-HubSpot best practices

How the Integration Works:

Kixie Syncs Activities at the Lead/Contact level:

• Phone Call Activities will log as "Calls", along with the Call Outcome and/or Call Type that is chosen via the Kixie PowerCall.

• SMS Activities will log as completed "SMS". Make sure to have your SMS activity filter enabled by navigating to your activities view in Contacts. Then click Filter Activity, and check SMS. 

DirectSync vs. Manual-Search Sync

1. DirectSync For click-to-calls () to a contact from inside a contact’s page, from a contact list view, from inside your Task Queue, or from inside the Deal page, Kixie will sync the call directly to that specific contact. 
2. Manual-Search Sync For all other phone calls and SMS messages that are made or received in any other way, Kixie will have to search through your HubSpot and sync the activity to the most recently created contact with that phone number.

Syncing Activities to Companies and Deals:

Once an activity is synced to a Contact, Kixie will also sync the same call and sms activities that it synced to the Contact over to the associated Company and all associated Deals.

The Kixie PowerCall®

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

1. HubSpot-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 HubSpot Contact’s basic information while you're on a call, like name and email address
3. Log a Call Outcome and/or Call Type with notes 
4. Schedule a future Call Activity with the HubSpot Contact