Setting Up the PipelineDeals Integration (Adding Required Activity Categories) Setting Up the PipelineDeals Integration (Adding Required Activity Categories)

Setting Up the PipelineDeals Integration (Adding Required Activity Categories)

Alex Mann Alex Mann

You need to add four new Activity Categories (as pictured below) for Kixie's integration with PipelineDeals to work correctly:

  1. Call
  2. Voicemail
  3. Answered Call
  4. Missed Call
  5. Disposition

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Individual Kixie users would then connect their Kixie account to their respective PipelineDeals user account via their Kixie PowerCall-> settings-> add crm-> + add crm, as instructed in the setup guides sent to their email address when they were added as a Kixie user.

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