Kixie-HubSpot Intro and Best Practices (with Video Demo)

Kixie-HubSpot Integration: Video Demo

Best Practices and other Helpful Hints + Links

Preview Dialing (Dialing Numbers out of a List-View)

1. Create a filtered list-view in Hubspot, and position your Kixie PowerCall Dialer off to the right-hand side of your Hubspot browser window.
2. Click-to-call using the red icon, to automatically call a given contact in the list.
3. Once the call is placed, from within Kixie PowerCall Dialer, you can:
   • Drop a voicemail
   • Send a personalized templated SMS
   • Schedule a future call or task
   • Click to open the HubSpot contact page in a new tab
   • Log a Call Outcome and/or Call Type

Using HubSpot Call Types to Trigger Workflows

Call Outcomes or Call Types can be used to trigger a corresponding HubSpot workflow (i.e. when a rep logs a certain Call Type, the HubSpot workflow will automatically send out a certain email). 

• Call Types are much better to use than Call Outcomes for triggering workflows, since they are fully-customizable inside of HubSpot, whereas call outcomes cannot be customized
• 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.

Using HubSpot Workflows to Trigger Auto-Calls and Auto-SMS

• You can build a workflow that triggers an automatic call to select reps, i.e. when a lead opens a marketing email.
• More info on best use cases and setup instructions here.

Task-Queue Dialing

In Hubspot task queue, users can make a call with Kixie and move on to the next task. We automatically complete the oldest open call task. Steps are as follows:

1. Add tasks to queue
2. Make a call using the Kixie PowerCall dialer
3. *task is marked as complete*
4. Hit Skip. You don't even need to refresh the page & press "Next"

For more HubSpot-related articles, click here.