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.
• Click the Settings gear icon.

Step 2: Open CRM Settings

• In the Settings menu, find the CRM section.
• Click the CRM option.

Step 3: Add a CRM

• Click the "+" (Add CRM) button.
• Select your CRM from the available list.
• Once your CRM is selected, click the "Add" button

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.
2. Click CRM.
3. Click the Trash Can icon next to your CRM.

To Reconnect Your CRM:

1. Go to Settings.
2. Click CRM.
3. Click the "+" (Add CRM) button.
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.