How to Use Call Dispositions (Outcomes) to Trigger Automations in Your CRM How to Use Call Dispositions (Outcomes) to Trigger Automations in Your CRM

How to Use Call Dispositions (Outcomes) to Trigger Automations in Your CRM

Jason Miani Jason Miani

OVERVIEW

After each call, the log outcome window will appear in your Kixie PowerCall, allowing you to easily log a disposition.

Call dispositions logged via the Kixie PowerCall dialer will then log into your CRM (Pipedrive, HubSpot, Zoho, Salesforce are supported) as an activity (Pipedrive) or task (the other CRMs).

 

 

Below is an example of a disposition activity logging inside of Pipedrive:

disposition.gif   

Dispositions (Outcomes) Triggering Automations 

Kixie call dispositions can be used as a tool to trigger automations and/or enhance the power of your contact filters to include/exclude contacts based on a disposition being logged!

  • Automation example
    • as soon as a "demo completed" disposition is logged to a contact, trigger an automation to send them a follow-up email with next steps, or update their deal stage.
  • Filtering example
    • add a condition to a filter to exclude contacts who have been dispositioned with a "do not call".

 Read on to see how call dispositions work with some of our most popular CRMs.

 

For HubSpot CRM

  • Configuration: Please refer to this helpdesk article for proper disposition configuration.
  • See here for a workflow automation example, where logging a Call Type of "Left Voicemail - Send Demo Email" will automatically send out a specific post-demo email.
  • See here for more info on how Kixie's HubSpot integration works

 

For Pipedrive

  • You can customize your team's disposition types inside the Kixie dashboard.
  • Configuration in Pipedrive: an admin would need to add the "disposition" activity type to your Pipedrive, and then all your reps' Kixie dispositions will log as an activity type "disposition" in Pipedrive, not a note. See here for how to do that properly.
    • The subject line of the disposition activity will be "disposition: [dispositiontitle]", e.g. "disposition: Connected" if you selected "Connected" as the disposition, allowing you to tailor your automations/filter conditions to that specific disposition.
  • See here for an example of a disposition modifying a deal stage.
  • See here for more on Kixie's Pipedrive integration.

 

For Zoho

  • You can customize your team's disposition types inside the Kixie dashboard.
  • Dispositions will log as completed tasks in Zoho under closed activities.
    • Please add the "Description" column in your Closed Activities Layout in order to display any notes you may log along with the disposition
  • The subject line of the disposition activity will be "Outgoing/Incoming call: [dispositiontitle]", e.g. "Outgoing call: Connected" if you selected "Connected" as the disposition, allowing you to tailor your workflows and filter conditions to that specific disposition.
  • See here for an example of a disposition triggering a change in Lead Status.
  • See here for an example of a disposition triggering a workflow that Sends an Email. 
  • See here for more on Kixie's Zoho integration.

For Salesforce

  • You can customize your team's disposition types inside the Kixie dashboard.
  • Dispositions will log as completed tasks in Salesforce under "Closed Activities".
  • The subject line of the disposition activity will be "Outgoing/Incoming call: [dispositiontitle]", e.g. "Outgoing call: Connected" if you selected "Connected" as the disposition, allowing you to tailor your workflows and filter conditions to that specific disposition.
  • See here for how to create Salesforce workflow automations based on dispositions and more. 
  • See here for more on Kixie's Salesforce integration.

 

Please email support@kixie.com if you would like some help understanding call dispositions and automations.