Kixie's HubSpot Integration: Configuration and Behavior
Minimum HubSpot Requirements:
You have a HubSpot account (trial or ...
HubSpot Says "Email Was Not Found at HubSpot"
This error means the HubSpot login active in your browser does not match...
Managing MaestroAI HubSpot Workflows
OverviewKixie’s new MaestroAI feature helps automate key sales communica...
Disconnecting HubSpot: Uninstall the Kixie App in Your HubSpot Portal
Disconnecting Kixie and HubSpot has two halves, and most people need bot...
Disconnecting HubSpot: Remove the Connection in Your Kixie Dialer
Disconnecting Kixie and HubSpot has two halves, and most people need bot...
HubSpot Workflows: How to Troubleshoot Common Errors
This article covers the most common errors when automating Kixie action ...
CRM Lists: How to Import a HubSpot CRM List
In addition to a spreadsheet upload, HubSpot users can now import a Cont...
HubSpot Workflows: Maintain Your Kixie PowerList via HubSpot Workflows
You can keep your Kixie PowerLists up to date by adding and your removin...
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 ...
Using Your Own Custom HubSpot Call Outcomes
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
In order to do add a ...
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...
Fixing HubSpot Call Reports That Show Every Call Under One User
If your HubSpot call reports show nearly all calls belonging to a single...
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...
Logging Call Outcomes and Call Types to HubSpot
After every call you will have the option to log a call outcome and/or c...