How Kixie Syncs Your Call Activities with Pipedrive CRM

16 March 2016
Integration Pipedrive CRM Integration Call Logging Outbound Calling

How Kixie Syncs Your Call Activities with Pipedrive CRM | Telephones for business

Kixie Always Syncs to a Person First:

Depending on how the call was initiated, there are two ways that Kixie will find a person to sync to…

DirectSync:

For click-to-calls made from inside a person’s contact, as well as click-to-calls made from a person list-view (as long as the Contact ID column is showing on the list-view), Kixie will sync the call directly to that person (and then to any organization associated with the person, and then to the person’s most recent deal). alt text

To setup the Contact ID
    1.  Go Contacts
    2.  Click on settings (gear in upper right) 
    3.  Select the person field labeled "ID"

pipedrive_contactid

In all other cases (click-to-calls from a deal or organization, incoming calls, manual outbound calls through a Kixie device, or SMS messages): Kixie will search through Pipedrive and sync the call activity to the oldest (by date created) person which has the correctly-formatted phone number that is being called/calling you.

When we sync a call activity inside a person, it will always look like this:

CallLog

From there, Kixie will sync that same call activity up to the organization and deal level, if in fact the person is associated with any, in the following manner:

Syncing at the Organization Level:

There can only be one organization linked to a person in Pipedrive, so the call activity will always sync to that organization if one is linked to the person.

BruceOrgSync        

Syncing at the Deal Level:

Kixie will sync that same phone call or SMS activity to the deal that is associated w/ that person. If there are multiple deals associated with that person, here is how Kixie will decide which deal to sync to:

  1. sync to the deal owned by the Pipedrive user who made the call/SMS
    • if multiple, then sync to the most recently-created one
  2. sync to the deal whose status is open
    • if multiple, then sync to the most recently-created one
  3. sync to the deal whose status is won
    • if multiple, then sync to the most recently-created one
  4. sync to the deal whose status is lost
    • if multiple, then sync to the most recently-created one

BruceDealSync

Automatic Person Creation

If you are calling/being called by a phone number that is not associated with a person in Pipedrive yet, Kixie will automatically create one inside of Pipedrive, and sync all subsequent call activity to that contact. *This feature may be disabled for your whole account if you so choose, inside “Manage Account” in the kixie.com dashboard.

The Kixie PowerCall®

The Kixie PowerCall is a phenomenal sales tool. It functions as an enhanced, Pipedrive-driven caller ID, as well as a shortcut into Pipedrive. See this article for a more in-depth look at the ideal utilization of this key Kixie feature. It provides four basic opportunities for your salesperson on a given call:

  1. View the person’s basic Pipedrive information as well as the most recent deal (with direct links to access them)
  2. Edit the Pipedrive person’s basic information
  3. Compose a note that will sync into the Pipedrive person
  4. Schedule a future activity with the Pipedrive person

This functionality lends itself especially well to list-view dialing, as well as when you are receiving incoming calls. To start a free trial in under 3 minutes, no credit card required, please click here. Thanks!

Time to employ a more intelligent phone system?

Kixie requires no system changes and is compatible with most CRMs