Kixie's HubSpot Integration: Configuration and Behavior
Minimum HubSpot Requirements:
You have a HubSpot account (trial or pa...
CRM Lists: How to Import a HubSpot CRM List
In addition to a spreadsheet upload, HubSpot users can now import a Cont...
HubSpot Workflows: Using a Recent Incoming Call to Trigger or Stop a HubSpot Workflow
You can trigger a HubSpot workflow or set a HubSpot workflow Goal based ...
HubSpot Workflows: Using a Recent Incoming SMS to Trigger or Stop a HubSpot Workflow
You can trigger a HubSpot workflow or set a HubSpot workflow Goal based ...
Syncing Customized Hubspot Call Outcomes with Kixie
How to Sync Outcomes in Kixie
To sync a custom list of Hubspot call ou...
HubSpot Custom Phone Field Setup
Setting Up Custom HubSpot Phone Fields for Kixie
With a properly-configu...
Syncing Calls to Companies in HubSpot
Since Kixie syncs your activities at the contact level first, and if it ...
Hubspot Workflows: How to Create a Ticket in Hubspot Directly from Kixie Powercall
You can create a ticket in Hubspot immediately following a phone convers...
How Can I Migrate My Existing Phone Number Data to New Custom Fields Containing Phone?
In this example, we refer to the phone fields Old Custom Field and New C...
Syncing Your HubSpot Call Outcomes and Call Types with Kixie
After every call, you will have the option to log a call outcome and/or ...
How to Configure Hubspot Reporting for Kixie?
By default, Hubspot displays call reporting data by Call activity creato...
HubSpot Workflows: Auto-SMS and Auto-Call
Requirements
This feature is only available for Kixie Professional level...
Kixie-HubSpot Intro and Best Practices (with Video Demo)
Video Walkthrough
Best Practices and other Helpful Hints + Links
Previe...
Hubspot Task Queue with the Kixie PowerCall Dialer
For all the calls you make, Kixie will look for the oldest call task on ...
Cannot Play Call Recordings Inside the HubSpot Call Task
If you are unable to play back a call recording from within the Hubspot ...
Hubspot Workflow: Automatically Send an Email after Logging a Call Outcome or Type
As your reps click-to-call down HubSpot contact lists, drop voicemails a...
Configuring Your HubSpot Call Outcomes and Call types with Kixie
After every call you will have the option to log a call outcome and/or c...