New Feature: AI Sales Insights with Conversation Intelligence
Anne OtherOwner at Some CompanyApril 2022About this contactContactsActionsForm SubmissionLifecycle ChangePage ViewCALL INFOEDITSCHEDULEOUTCOMEVOICEMAILSEND SMSCALL INFOEDITSCHEDULEOutcome:Subject:Note:OUTCOMEVOICEMAILSEND SMSCANCELSUBMITWon Deal123456789*0#DemoWon DealLeft messageLeft voicemailOutcome CollectedCallDeal Activity - This deal has been won
Native CRM

Phone & SMS Integration for Salesforce

Close more deals with seamless calling and texting from Salesforce.

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Take the work out of admin work

Boost productivity and win rate when you integrate your phone calls and texts with Salesforce. Integrate with a single click to eliminate 80% of the busywork from sales and spend more time closing deals and crushing quota.

Dial uninterrupted – send follow up emails and move deals to the next stage with a single click.

Never forget a new lead – create and update contacts automatically when you call with Kixie.

Breathe easy – your calls, texts, recordings and outcomes are logged automatically.

quick and easy

Integration Setup

Kixie integrates natively with Salesforce, meaning no other software or advanced knowledge is needed. First, a Salesforce admin will need to follow a few short steps to set up the account-wide integration, which takes just a few minutes. After this step is completed, all other users will be able to integrate their Kixie accounts with Salesforce in seconds with just a couple of clicks.

efficient automation

CRM logging

  • Calls: Kixie automatically logs all calls to the appropriate lead or contact page in Salesforce.
  • Call recording: Kixie logs all call recordings as part of every logged call. Kixie provides unlimited free cloud storage for all call recordings for the lifetime of your account.
  • Call outcomes: Call outcomes and notes logged in the Kixie dialer appear on the contact record as completed tasks.
  • Schedule a followup task: During or after a call, users can schedule a task in Salesforce from inside the Kixie dialer.
  • Text messages: Kixie logs all inbound and outbound text messages in Salesforce as completed tasks.
  • Associated pages: All of the above items are also logged on any account or opportunity pages associated with the contact/lead.


Contact info

Any time a call is made to or received from a Salesforce contact, Kixie automatically displays that contact's pertinent information (such as name, title, account, opportunity and opportunity amount, and email address) in the Kixie dialer. Salesforce contact info can also be edited or updated inside the Kixie dialer during or after the call.


Contact creation

Kixie automatically creates a new contact in Salesforce any time a call is made to or received from a number that is not associated with an existing contact or lead. The agent who made or received the call will automatically be made the contact owner, and the contact will be given a first and last name (pulled from the CNAM database). These contacts can be edited right inside the Kixie dialer, before or after the call has ended.

anywhere anytime

Click-to-call & text

Kixie's click-to-call dials numbers with one click, and click-to-text opens up a window to compose a text. With SMS templates and click-to-text, sending a text is just 3 clicks away.

"I would have to say that Kixie integrates so well with SFDC & Teams that it has made my work life so much more efficient. The time I am saving is difficult to put a price on." Justin Barrette

Simply the best Salesforce phone integration

Turn Salesforce into a full-fledged sales engagement platform with powerful calling and texting features.

  • Reach 4x more leads with advanced AI-powered local presence
  • Save up to 3 hours a day with voicemail drop and SMS templates
  • PowerDial up to 10 leads in parallel from your Salesforce contacts
  • See a 200% increase in connection rate using Automated LeadCaller

Amazing Dialer and Combo

We love what this dialer has done for our company, especially as users of Salesforce. The integration was easy, the outbound call capabilities really help you cast a wider net. Product has exceeded expectations, will use for years to come!

Frankie DiAntonio

Trusted by 5000+ sales teams worldwide

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Ready to employ a more intelligent phone system?

Kixie requires no system changes and is compatible with most CRMs

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