Pipeline CRM

    Kixie

    Connect Kixie so your calls, voice messages, and texts are logged as activities on the right people and companies, and so you can dial any number in Pipeline CRM with one click.

    Before you start:

    • Admin permissions in both Pipeline CRM and Kixie
    • For texting: a 10DLC campaign registered with Kixie

    Step 1: Add your work number (every user)

    Pipeline CRM uses this number to match each call to the right user.

    1. Click your profile icon in the top right and select My Profile.
    2. On the General tab, enter your Kixie number in Work number.
    3. Click Save changes.

    Step 2: Copy your Kixie Business ID and API key (admin)

    1. In Kixie, go to Manage > Account Settings > Integrations.
    2. Copy your Business ID and API Key.

    You need admin permissions in Kixie to see these. For more help, see Kixie's authentication guide.

    Step 3: Install and connect Kixie (admin)

    1. In Pipeline CRM, click Settings in the lower-left corner.
    2. Go to Other > App Store.
    3. Find Kixie and click Install
    4. Select the Kixie Service tab.
    5. Paste your Business ID and API Key.
    6. Click Test Connection.
    7. Click Save changes.

    Step 4: Choose an activity category for each call type (admin)

    1. Select the Phone Settings tab.
    2. Choose an activity category for each call type:
    3. Completed incoming calls
    4. Completed outgoing calls
    5. Missed incoming calls
    6. Missed outgoing calls
    7. Voice messages (incoming)
    8. Voice messages left (outgoing)
    9. Click Save changes.

    One "Phone Call" category for every type works fine. For more detailed reporting, create separate activity categories first.

    Step 5: Turn on texting (optional, admin)

    1. Select the SMS Settings tab.
    2. Tick Enable SMS Support.
    3. Choose activity categories for incoming and outgoing texts.
    4. Click Save changes.

    You can only have one SMS integration turned on at a time.

    To send and receive texts once this is on, see Send SMS from Pipeline CRM.

    Step 6: Turn on the integration (admin)

    Turn on the Enable toggle in the top-right corner of the Kixie settings. You can also turn it on from the Kixie tile in the App Store.

    Step 7: Check that it's working

    1. In Kixie, go to Manage > Automations > Webhooks.
    2. Confirm two new webhooks appear with URLs containing integrations.pipelinecrm.com/webhook/.
    3. In Pipeline CRM, create a test person with a phone number you can call.
    4. Call that number from Kixie.

    The call should appear as an activity on the test person within a few moments.

    Dial with one click

    Install Kixie's Chrome extension to call from Pipeline CRM. When you click a phone number in Pipeline CRM, your browser opens Kixie and connects the call.

    What gets logged

    Once Kixie is on, Pipeline CRM logs these as activities on the matching person or company:

    • Completed calls (incoming and outgoing)
    • Missed calls (incoming and outgoing)
    • Voice messages (incoming)
    • Texts (incoming and outgoing), if texting is turned on

    Need help? Contact support at customercare@pipelinecrm.com.