CRM Integrations

Pipedrive

• How Kixie Syncs Your Calls with Pipedrive
• How to Sync Your Pipedrive Contacts to Your Kixie Mobile App
• Pipedrive Automation Workshop - Call Dispositions that Automatically Modify Deal Stage
• PipeDrive Workflow Automation: Disposition(s) to Send Email
• Pipedrive Call Statistics and Visibility Settings
• Optimizing Pipedrive Setup for Kixie (New Activity Types)

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Hubspot

• Cannot Play Call Recordings Inside the Hubspot Call Task
• How to Configure Hubspot Reporting for Kixie?
• Hubspot Workflow SMS Automation
• How Kixie Syncs Your Calls with HubSpot CRM
• Kixie-HubSpot Intro and Best Practices (with Video Demo)
• How to Setup the HubSpot CRM and Kixie PowerCall Integration

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Zoho

• How Kixie Syncs Your Calls with Zoho
• How to Log Call Outcomes and Use Automations in Zoho CRM
• How to enable the Zoho PhoneBridge Integration with Kixie
• Zoho Workflow: Automatically Send an Email After Logging an Outcome
• ZOHO Account Setup - IP Configuration Requirements

Salesforce

• Setting up Salesforce for Kixie
• Setting up Salesforce for Call Dispositions
• Setting Up Salesforce for SMS Message Integration
• How Kixie’s Automated Call Logging Works with Salesforce
• Removing CTI (Vonage, RingCentral, etc...) from SalesForce

PipelineDeals

• How to Sync PipelineDeals With Kixie
• Setting Up the PipelineDeals Integration (Adding Required Activity Categories)

Insightly

• How Kixie Syncs Your Calls with Insightly CRM

Prosperworks

• How Kixie Syncs Your Call Activities with ProsperWorks

Nutshell

• How do I connect Nutshell CRM with Kixie?

How does the Kixie CRM sync work?

• How Does Kixie Integrate with my CRM?
• How to Use Call Dispositions to Trigger Automations in Your CRM
• AutoDialer & Automated SMS (Zapier Integration)
• How can I see if my CRM sync is working?
• How do I use Kixie Click-To-Call?
• How to PowerDial an extension number

See all 12 articles