Simply the best Pipelinecrm phone integration

Connect Pipeline CRM to Kixie

In the Kixie PowerCall dialer, open the menu, go to Settings, then CRM, click the plus button, and choose PipelineDeals, Pipeline CRM's former name. Follow the prompts to sign in or enter your API key. Paste the API key from Pipeline CRM's Account Settings, API tab, with API access enabled. Before reps connect, an admin adds the activity categories Kixie logs into, as listed in Kixie's PipelineDeals setup article. CRM integration is included on every Kixie plan.

What Kixie Logs in Pipeline CRM

• Calls: Each call logs with its duration, recording URL, and both phone numbers.
• Text messages: Each text logs with the message and whether it was sent or received.
• Call outcomes: The outcome a rep selects logs as its own entry, together with any call notes.
• Follow-ups: Reps can schedule a future call with the Pipeline CRM contact from the dialer.

How Kixie Finds the Right Pipeline CRM Contact

Kixie searches Pipeline CRM by phone number. Keep numbers in Pipeline CRM's standard phone fields, because Kixie cannot search custom phone fields. If two contacts share a number, Kixie logs to the most recently created one.

Call and Text From Pipeline CRM

With the Kixie PowerCall Chrome extension, reps click to call or text from Pipeline CRM, see and edit the contact's name and email during the call, and log an outcome with notes. Kixie's Zapier actions can also start a call or text when something changes in Pipeline CRM.