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Custom PowerDialer

Close Power Dialer: Dial a Smart View With Kixie

Build the list in Close, dial it in Kixie. A Close Smart View trigger in Zapier adds each lead's contact to a Kixie PowerList, and reps work it on the PowerDialer, up to 4 lines at a time on the Multi-Line plan, with list rules, priorities, and dispositions that keep the list clean.

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What Kixie's PowerDialer Adds to Close

Close Smart Views already define who your team should call. With a Zapier connection, those same leads land in a Kixie PowerList, so reps can dial them with Kixie's PowerDialer and its list controls.

Send leads from any saved Close Smart View into a Kixie PowerList automatically.

Dial up to 4 lines at a time on the Multi-Line PowerDialer, or one line on the Single-Line plan.

Pull leads back out of every PowerList when their Close opportunity is won or lost.

The connection

From Close Smart View to Kixie PowerList

In Zapier, pick Close's New Lead in Smart View trigger, or New Contact in Contact Smart View if your lists are contact based. Add Kixie's Add to PowerList action, enter the PowerList ID from Manage, PowerLists in the Kixie dashboard, and map the contact's phone number, name, and email. Each new lead in the view becomes a dialable contact in Kixie.

PowerList fields

Map More Than a Phone Number

  • Phone numbers: Add up to 5 numbers per contact, so a lead's mobile and office lines are both in the list.
  • Next Call Refresher: Map a Close field, such as the lead description or last note, into the notes reps see in the PowerDialer.
  • Duplicate Handling: Choose Merge, Overwrite, or Ignore when a number is already in the list.
  • Custom fields: Carry up to 6 custom fields from Close into the list for reps to see.
Keep lists clean

Stop Dialing Leads That Moved On

Add a second Zap with Close's New Opportunity in Status or New Lead in Status trigger and Kixie's Remove From All PowerLists action. When a deal is won, lost, or a lead is disqualified in Close, the number comes out of every Kixie PowerList. Inside Kixie, a disposition can also remove a contact or forward it to another PowerList or Cadence.

Logging

Get Calls Back Into Close

Kixie does not have a native Close connector, so calls log to Close only through a webhook or Zapier path you set up. The Close setup guide shows how to catch Kixie's End Call webhook and create the call on the right Close lead, with the recording link and outcome.

Your Call List Already Lives in Close

Close teams build their call lists as Smart Views: saved searches like new inbound leads from this week, trials that never booked a demo, or leads in a status nobody has touched in ten days. The view updates itself as leads change, which makes it the natural source for who should get a call today. The question for a team that calls with Kixie is how to get those leads onto a rep’s dialer without exporting a CSV every morning.

The answer is a small Zapier connection. Kixie does not have a native Close connector, so nothing appears inside Close’s settings. Instead, Close’s Zapier trigger watches the Smart View, and Kixie’s Zapier action drops each new lead into a Kixie PowerList that reps dial with the Kixie PowerDialer.

Set Up the Zap

Start with the trigger. Close offers New Lead in Smart View for lead lists and New Contact in Contact Smart View for contact lists. Both are polling triggers, so Zapier checks the view on your Zapier plan’s schedule. Then add Kixie’s Add to PowerList action and connect it with your Kixie API key and Business ID, which an admin finds under Manage, Account Settings, Integrations.

Map the fields that matter to the rep. The PowerList ID comes from Manage, PowerLists in the Kixie dashboard. Map the contact’s phone number, and add up to 5 numbers if your Close contacts carry more than one. Put something useful in the Next Call Refresher, such as the lead description, so the rep sees context before the call connects. Set Duplicate Handling to Merge or Ignore so a lead that appears twice does not get dialed twice.

Dial It the Kixie Way

Once leads are in the PowerList, reps log in and click Start Dialing. On the Multi-Line PowerDialer plan, Kixie dials up to 4 lines at a time. Admins control the pace per list with settings like Dial at a Time, Minimum Duration Before Call Retry, and daily max attempts, so a lead is not called five times before lunch.

Priorities help when you feed more than one Smart View. Give your newest inbound view a Highest priority PowerList and an older nurture view a Low one. Reps dial every eligible number in higher priority lists first. With Next PowerList, a contact moves down to the next list after a set number of attempts, so fresh leads always come first.

Take Leads Out When Close Says They Are Done

A good list is also about who is not on it. Build a second Zap with Close’s New Opportunity in Status trigger, pick your Won and Lost statuses, and add Kixie’s Remove From All PowerLists action. It needs only the phone number. New Lead in Status works the same way for disqualified leads. Close’s status triggers are instant, so the number leaves every PowerList as soon as the status changes.

Inside Kixie, dispositions handle the rest. A PowerList rule can remove a contact when a rep saves an outcome like Not Interested, or forward it to another PowerList or a Cadence for follow up.

Close the Loop With Logging

Dialing is half the job. To see those calls on the Close lead, set up the logging path in the Close setup guide: Kixie’s End Call webhook sends each call to Zapier or your own code, which finds the lead by phone number and creates the call in Close with the duration, recording link, and outcome.

For leads that need a call the moment they arrive instead of on the next dialing session, see speed to lead for Close. For every other way to connect the two, start at the Kixie and Close integration overview.

Close Power Dialer FAQs

Quick answers about Kixie and Close. Can't find yours? Contact us.

What our customers are saying

Customer-reported experiences with Kixie.

More Ways Kixie Works With Close

What Kixie and Close can do together today, each with its own setup guide and FAQs.

Speed to Lead

A new Close lead fires Kixie's Make a Call action, which rings a rep or a call queue first, then dials the lead. Cadences handle the retries.

Learn More

SMS Automation

A new lead or status change in Close sends a Kixie text from a rep's number or a shared Team SMS inbox, with Cadences for follow-up texts.

Learn More

Log Calls and Texts in Close

Kixie's End Call and SMS webhooks create each call and text on the matching Close lead, with the recording link and outcome.

Read the Guide

Kixie and Close Overview

Every way Kixie and Close connect today, from setup to logging, in one place.

Learn More
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