How To Eliminate Admin Tasks Between Phone Calls
The last thing you want is to waste precious minutes on administrative tasks between phone calls during an outbound calling campaign. That’s where automation via Customer Relationship Management (CRM) systems and sales engagement platforms comes in. Here's how you can eliminate time-consuming tasks by leveraging the power of Kixie PowerCall and Pipedrive CRM.
Integrate Kixie + Pipedrive
Connect your CRM (in this case, Pipedrive) to Kixie PowerCall in the dialer settings.
Activity Created
Create a workflow automation inside Pipedrive. Set the trigger as “Activity Created” and narrow down the Activity subject as "Containing" the desired call outcome.
Create Deal
Add “Create Deal” as a subsequent action, and add relevant data such as the contact owner and deal stage.
Schedule Follow Up
Add an email, phone call, or SMS as a subsequent action to keep working the deal.

Get sales advice straight to your inbox
follow us
More automation inspiration
Workflow solutions to power your go-to-market teams
After business hours auto-reply
Sorry we missed you. Our business hours are M-F, 9am-5pm. Someone from [company name] will get back to you within 24-48 hours. Thanks for your text!
SMS
Appointment confirmation auto-reply
Hello [name], this is [company name]. We wanted to remind you of your upcoming appointment on [date] at [time]. Please text “Y” to confirm. Thank you!
Thanks for reaching out to [company name]. Sorry we can’t reply right now, you’ve caught us during lunch time! Someone from our staff will reach out at [time].
SMS