Connecting your CRM to Kixie

Connecting your CRM to Kixie allows you to log calls and texts automatically, schedule follow-ups, add notes, edit lead details, and more. Follow this guide to set up your CRM connection in the Kixie PowerCall Dialer.

Step 1: Open the Settings Menu

• Click the menu icon (☰) in the top-right corner. A column of icons appears down the right side.
• Click the gear icon at the top of that column, labelled Settings.

Step 2: Open CRM Settings

• In the Settings list, under OPTIONS, click the CRM row. It shows your currently connected CRM on the right.
• This opens the CRM Settings screen.

Step 3: Add a CRM

• Click the + button in the top-right corner of the CRM Settings screen.
• On the Choose Your CRM panel, open the Your CRM Provider dropdown and select your CRM from the list.
• Confirm your selection to continue.

Step 4: Follow the Setup Prompts

• Enter your CRM login details (username and password).
• Some CRMs require an API Key or Token instead of a password.
• Follow the on-screen prompts to complete the setup.

How Kixie Syncs with Your CRM

Kixie connects with several CRM platforms. Click any of the links below for more information about how Kixie integrates with your CRM:

• Pipedrive
• HubSpot
• HighLevel
• Salesforce
• Zoho
• PipelineDeals
• Nutshell
• Insightly
• Prosperworks

How to Reconnect Your CRM in Kixie

If your calls aren’t logging correctly, follow these steps to reconnect your CRM.

Step 1: Check for Software Updates

Make sure:

• Your Google Chrome browser is up to date (do not use Chrome Beta).
• Your Kixie PowerCall dialer is running the latest version.
• Your computer software and drivers are fully updated.

Step 2: Remove and Re-add Your CRM

To Remove Your CRM:

1. Go to Settings, then click the CRM row to open CRM Settings.
2. Under ACTIVE CRM, find your CRM.
3. Click the trash icon at the far right of that row.

The same row also has a Deactivate button and a pencil icon. Neither of those clears a bad authorization, so use the trash icon when you intend to reconnect.

To Reconnect Your CRM:

1. Go to Settings, then CRM.
2. Click the + button in the top-right corner.
3. Select your CRM from the Your CRM Provider dropdown.
4. Follow the on-screen prompts.

For questions about this or anything else, please email support@kixie.com or reach out to your Account Manager.