Syncing HubSpot Call Outcomes and Call Types with Kixie
After every call, you will have the option to log a call outcome and/or call type to HubSpot from the Kixie dialer.
Syncing Kixie with your HubSpot Call Outcomes
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- Out of the box, Kixie will only sync w/ the default HubSpot call outcomes (listed below)
- No answer
- Busy
- Wrong number
- Left live message
- Left voicemail
- Connected
- To sync Kixie w/ HubSpot Call Outcomes that are different from the ones above, please see here for instructions.
- Out of the box, Kixie will only sync w/ the default HubSpot call outcomes (listed below)
Syncing Kixie with your HubSpot Call Types
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- Out of 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, the "Outcome" window shown below will pop out after the call ends
- You can enable/disable this functionality in Kixie PowerCall settings->Require Outcome
- Unless/until your Kixie PowerCall dialer is refreshed, the Call Outcome field will always pre-populate the last Call Outcome you selected.
- The Call Type field will always pre-populate to "None".
- If "Note" is selected as the Call Outcome, then only a note will be logged, regardless of whether a Call Type is selected.
For questions about this, please email support@kixie.com and/or reachout to your Account Manager for more information.
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