Kixie's Salesforce Integration: Configuration and Behavior
Minimum Salesforce Requirements: at least the Salesforce Professional ...
Jason Miani Jason Miani
Salesforce Workflow: Log a Kixie Outcome to Send a Salesforce Email Template
Requirements:  Salesforce CRM with access to workflow rules and email t...
Aldo Barbagiovanni Aldo Barbagiovanni
Enable Click to Call with Salesforce
Summary: You can easily enable click to call in Salesforce by following ...
Jason Miani Jason Miani
Salesforce Workflow: Auto-SMS and Auto-Call
Requirements:  Salesforce CRM with access to workflow rules and "outbou...
Aldo Barbagiovanni Aldo Barbagiovanni
Setting up Salesforce for Kixie
Integration Requirements: at least the Salesforce Professional edition w...
Alex Mann Alex Mann
Setting up Salesforce for Call Dispositions
To set up Salesforce to log call dispositions through Kixie, make sure y...
Alex Mann Alex Mann
Setting Up Salesforce for SMS Message Integration
  In order for Kixie to log SMS messages into Salesforce, your Salesfor...
Alex Mann Alex Mann
Removing CTI (Vonage, RingCentral, etc...) from SalesForce
What is a CTI and why it is important CTI, which stands for Computer Tel...
Chris Marshall Chris Marshall