Kixie's HubSpot Integration: Configuration and Behavior

Beaujean Betouliere Beaujean Betouliere

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, in order 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 

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>Manage->Account->Create Contacts
  • Configure Hubspot Reporting for Kixie
  • Enable HubSpot Call Transcriptions w/ Kixie
  • Using Custom Phone Fields?
  • 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

Automatic Open Call Task Completion  

For all the calls you make, Kixie will look for the oldest call task on the contact you're calling, and mark it as complete once the call is over. More details on this here.


Kixie HubSpot Workflow Actions: Auto-SMS, Auto-Call, PowerList

  • Auto-SMS: sending an auto-SMS through a HubSpot contact owner to the HubSpot contact's phone number, or an auto-SMS from a main number via a Team SMS inbox.
    • Get the Team SMS Inbox ID: Open a Team SMS inbox in the Kixie dashboard, and copy its Team Inbox ID from the page URL like so:[powerlistid]
  • Auto-Call: sending a call to the Kixie PowerCall dialer of the HubSpot contact owner with a Display Name message that gives them context that it's an auto-call (i.e. "Email Opened Auto-Call"), and upon the rep's acceptance of this call, triggering a call out to the HubSpot contact's phone number. The rep will see the HubSpot contact info in their Kixie PowerCall
  • Add to / Remove from PowerList: Add or Remove a Number from a given PowerList (you'll need the PowerList ID to specify the PowerList you want to add/remove the number from)
    • Get the PowerList ID: Open a PowerList in the Kixie dashboard, and copy its PowerList ID from the page URL like so:
  • See here for a detailed demonstration and best use cases for Auto-SMS and Auto-Call

Embed Kixie Dashboard within HubSpot

You can embed the Kixie Dashboard within HubSpot by following these steps:

  1. In your HubSpot account, navigate to Reports → Dashboards.
  2. In the upper left, use the dashboard dropdown menu to select the dashboard you want to add content to.
  3. In the upper right, click Actions, then select Add external content → Other Content.
  4. Input "Kixie Dashboard" as your Title and "" as the URL, then hit Create.
  5. You may scale this to whatever size works best for your HubSpot dashboard view, we recommend making this larger so that your view is closer to what you would see when looking in directly to the Kixie Dashboard.

For additional details, please refer to HubSpot's documentation on embedding external content.


More Helpful Resources

  • For Kixie-HubSpot Best Practices, see here!
  • For additional helpful resources related to Kixie-HubSpot, see here


  • For further assistance with Kixie's HubSpot Integration:
    • log in and chat with us on or
    • email

To start a free Kixie trial in under 3 minutes, no credit card required, please click here. Thanks!