How Kixie logs Call outcomes/types inside of Hubspot How Kixie logs Call outcomes/types inside of Hubspot

How Kixie logs Call outcomes/types inside of Hubspot

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.