Kixie's HubSpot Integration: Configuration and Behavior
Minimum HubSpot Requirements:
You have a HubSpot account (trial or pa...
HubSpot Custom Phone Field Setup
Setting Up Custom HubSpot Phone Fields for Kixie
With a properly-configu...
Kixie and HubSpot Conversation Intelligence / Call Transcription
You can now view your call recording transcriptions using Kixie and Hubs...
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?
How Can I Migrate My Existing Phone Number Data to New Custom Fields Con...
Configuring Your HubSpot Call Outcomes and Call types with Kixie
Configuring Call Outcomes and Call Types
After every call you will ha...
How to Configure Hubspot Reporting for Kixie?
Summary: View accurate call reporting metrics in Hubspot by viewing Call...
HubSpot Workflows: Auto-SMS and Auto-Call
Requirements:
This feature is only available for Kixie Professional lev...
Kixie-HubSpot Intro and Best Practices (with Video Demo)
Kixie-HubSpot Integration: Video Demo
Best Practices and other Helpful ...
How to Setup the HubSpot CRM and Kixie PowerCall Integration
Kixie Managers and Admins:
Whichever of you is a Superadmin on HubSpot m...
Cannot Play Call Recordings Inside the HubSpot Call Task
Summary: If you are unable to play back a call recording from within the...
Hubspot Task Queue with the Kixie PowerCall Dialer
The Basics
For all the calls you make, Kixie will look for the oldest ca...
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...