How Kixie Syncs Your Calls with Insightly CRM How Kixie Syncs Your Calls with Insightly CRM

How Kixie Syncs Your Calls with Insightly CRM

Alex Mann Alex Mann

Kixie Always Syncs to the Lead/Contact First:

Depending on how the call was initiated, there are two ways that Kixie will find a person to sync to…

  1. DirectSync: For click-to-calls made to a lead/contact from inside a lead/contact’s page, or from a lead/contact list-view, Kixie will sync the call directly to that lead/contact.
  2. Normal Sync:  For SMS messages, and phone calls that are made or received in any other way than above, Kixie will search your Insightly CRM contacts for the lead/contact whose default phone number field(s) yields a match to the phone number, and then automatically push the call or SMS activity inside of that contact. If there are multiple leads/contacts that yield a match, Kixie will sync to the oldest one, with priority given to contacts.


Automatic Lead Creation

If you are calling/being called by a phone number that is not associated with a contact in Insightly CRM yet, Kixie will automatically create one inside of Insightly CRM, and sync calls to it.

*This feature may be disabled for your whole account if you so choose, inside “Manage Account” in the dashboard.

The Kixie PowerCall and Insightly CRM

The Kixie PowerCall is a phenomenal sales tool. It functions as an enhanced, Insightly CRM-driven caller ID, as well as a shortcut into Insightly CRM.

All actions taken inside the PowerCall will sync in the manner described above. Here are the actions you can take:

  1. View the person’s basic Insightly CRM information, and click directly into the lead/contact.
  2. Edit the contact’s basic information in Insightly CRM
  3. Compose a note or call disposition that logs inside the lead/contact.
  4. Schedule a future activity (like a follow-up call) that logs inside the lead/contact

This functionality lends itself especially well to contact list-view dialing, as well as when you are receiving incoming calls.

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