Configuring Your HubSpot Call Outcomes and Call types with Kixie Configuring Your HubSpot Call Outcomes and Call types with Kixie

Configuring Your HubSpot Call Outcomes and Call types with Kixie

Andy Contreras Andy Contreras

 

Configuring Call Outcomes and Call Types 

After every call you will have the option to log a call outcome and/or call type to HubSpot from the Kixie dialer. 

  • Call Outcomes
    • Out of the box, Kixie will only sync w/ the default call outcomes listed below, which will appear inside of Kixie.com->manage->dispositions. If you would like Kixie to sync with a customized list of HubSpot call outcomes from your account, please reach out to your account manager or support@kixie.com to facilitate this. 
  1. No answer
  2. Busy
  3. Wrong number
  4. Left live message
  5. Left voicemail
  6. Connected
  • Call Types
    • Out fo the box, Kixie will automatically sync with your HubSpot account's list of Call types.

How to log a Call Outcome and Call type: 

By default: Outcome field will populate to the first outcome on your list of 6 and call Type will default to None after every outbound/inbound call. 

  • After selecting an outcome, the call Outcome field will populate to the last outcome selected (i.e Connected in the example below) until your Kixie PowerCall dialer is refreshed. 
  • Call Type will always populate to None. 
    1. A call type is not required to log a call outcome.
    2. When logging a call type, a call outcome will always log. 
    3. If 'Note' is selected as the call outcome, a call meeting type WILL NOT log/update to your previous call made.  

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For questions about this, please email support@kixie.com and/or reachout to your Account Manager for more information.