Connecting your CRM to Kixie

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

1. Click the Dropdown Menu
2. Click Settings
3. Click CRM
4. Click the + icon
5. Select your CRM from the Your CRM Provider list
6. Follow the prompts that appear.
   • Note: In most cases, you will need to enter your CRM username and password. In some cases, you may need to provide an API Key or Token. Each CRM has unique requirements.
7. When finished, click Add.

Click Dropdown Menu and then Settings

Click CRM

Click +

How Kixie syncs with various CRMs

Click any of the links below for more information about a particular CRM and more details about Kixie's integrations

• Pipedrive 
• HubSpot 
• HighLevel (Setup & Video Walkthrough)
• HighLevel (FAQ & Behavior)
• PipelineDeals 
• Salesforce 
• Zoho
• Nutshell
• Insightly
• Prosperworks  

Reconnecting your CRM in Kixie

If you encounter errors with logging information from Kixie to your CRM or vice versa, please review the following information.

Your software is updated

• Ensure that you are running the most up-to-date version of the official build of Chrome (not Chrome Beta or some other version). 
• Ensure that you are running the most up-to-date version of your Kixie PowerCall dialer.
• Ensure that your computer is up to date, including all driver updates.

Removing and re-adding your CRM connection

• Remove your CRM in Kixie by going to:
  • Dropdown Menu
  • Settings
  • CRM
  • Trash Can Icon
• Reconnect your CRM in Kixie by going to:
  • Dropdown Menu
  • Settings
  • CRM
  • Add CRM

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