The below steps will enable personalization tags in SMS templates like [fname] and [lname], and also enable Kixie to reference the current Pipedrive contact owner for inbound calls queues -> route to owner functionality, using the CRM owner to route cadenced outbound calls, or PowerDialing from the owner only (if owned) in a PowerList.
Please note that this will sync ALL your Pipedrive contacts to ALL users' Kixie mobile apps as well.
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- To sync all existing Pipedrive contacts and deals synced into Kixie, have a Pipedrive admin navigate to Pipedrive Settings -> Personal Preferences -> API.
- Please send your API token to your Kixie account manager or support@kixie.com, and please hyperlink this article into your email for context.
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To sync all contacts and deals going forward into Kixie, have a Pipedrive admin navigate to Pipedrive Settings-> Tools and Integrations -> Webhooks
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Enable these 2 separate Webhooks:
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Webhook #1.
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Event Action = *
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Event Object
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Person
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Webhook #2.
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Event Action = *
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Event Object
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Deal
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Endpoint URL: https://apig.kixie.com/prod/pipedrive/webhookreceiver?bid=xxxx
- The "bid" can be found in kixie.com -> manage -> account -> integrations, under "Business ID". Please enter your BID number in place of the "xxxx"
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HTTP Auth username/Password: DO NOT ENTER ANYTHING
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- To sync all existing Pipedrive contacts and deals synced into Kixie, have a Pipedrive admin navigate to Pipedrive Settings -> Personal Preferences -> API.


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Articles in this section
- Kixie's Pipedrive Integration: Configuration and Behavior
- Enabling Direct Sync for Pipedrive List-View
- Pipedrive is logging Kixie Calls/SMS/Voicemails in my calendar
- Pipedrive: Auto-SMS and Auto-Call
- Pipedrive Setup for Personalization Tags in SMS Templates and "Contact Owner" Functionality
- Pipedrive Automation Workshop - Call Dispositions that Automatically Modify Deal Stage
- PipeDrive Workflow Automation: Disposition(s) to Send Email
- Pipedrive Call Statistics and Visibility Settings
- Pipedrive Activity Type Setup for Kixie
- Pipedrive Caller ID for Your Cellphone