Kixie's Pipedrive Integration: Configuration and Behavior
Minimum Pipedrive Requirements:
You have a paid Pipedrive account ...
Enabling Direct Sync for Pipedrive List-View
DirectSync refers to Kixie's ability to sync a given phone call directly...
Pipedrive is logging Kixie Calls/SMS/Voicemails in my calendar
If you have Calendar Sync turned on in Pipedrive, you may have to tweak ...
Pipedrive: Auto-SMS and Auto-Call
Requirements:
This feature is only available for Kixie Professional an...
Pipedrive Setup for Personalization Tags in SMS Templates and "Contact Owner" Functionality
The below steps will enable personalization tags in SMS templates like [...
Pipedrive Automation Workshop - Call Dispositions that Automatically Modify Deal Stage
The Basics
Use the Call Dispositions within Kixie PowerCall Dialer to au...
PipeDrive Workflow Automation: Disposition(s) to Send Email
The Basics
Kixie sets call dispositions in all CRMs as tasks or activiti...
Pipedrive Call Statistics and Visibility Settings
Pipedrive Call Statistics
Kixie will open up a world of accurate and use...
Pipedrive Activity Type Setup for Kixie
Adding the following activity types to Pipedrive will ensure a pro...
Pipedrive Caller ID for Your Cellphone
Summary: Download the Pipedrive app and enable Pipedrive Caller ID to yo...
Why does the click-to-call icon show up everywhere else on the web except Pipedrive?
*Note: You must be a Pipedrive admin to perform this fix. If that's you,...
