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Kixie Integration

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Maria Herrell
Updated 4 days ago
Kixie is a sales dialer that automates call tracking. Connect it to Pipeline CRM to automatically log phone calls, recordings, and SMS messages to your contacts.

Before you start:
  • Admin permissions required in both Pipeline CRM and Kixie
  • Your Kixie Business ID (found in Kixie account settings)
  • For SMS: A valid 10DLC SMS campaign registered with Kixie
Part 1: Set Up Your Phone Number (All Users)
  1. Go to Profile > My Profile > Phone Number.
  2. Enter the same phone number you use in Kixie.
  3. Click Save changes.

Part 2: Get Your Kixie Business ID and API Key
  1. In Kixie, go to Manage > Account Settings > Integrations.
  2. Copy your Business ID and API Key.
⚠️ Note: You must have Admin permissions in Kixie to access the Business ID.

For more information, click this Kixie guide on how to retrieve your Business ID.

Part 3: Install the Integration in Pipeline CRM (Admins Only)
  1. Go to Settings > Other > App Store.
  2. Scroll to Kixie and click Install.
  3. Select the Kixie Service tab.
  4. Paste your Business ID and API Key.
  5. Click Test Connection to verify the setup.
  6. Save changes.

Part 4: Configure Call Activity Mapping
  1. Select the Phone Settings tab in the Kixie integration.
  2. Choose an activity category for each call type:
    • Completed incoming calls
    • Completed outgoing calls
    • Missed incoming calls
    • Missed outgoing calls
    • Voice messages (incoming)
    • Voice messages left (outgoing)
  3. Click Save changes.
  4. Click Back to App Store and toggle the integration to Enabled when ready to go live.
💡 Tip: You can use one "Phone Call" category for all call types, or create separate categories for better tracking.


Part 5: Verify the Integration
  1. In Kixie, go to Manage > Automations > Webhooks.
  2. Confirm two new webhooks appear with URLs containing integrations.pipelinecrm.com/webhook/.

To test: Create a person in Pipeline CRM with a test phone number, then call that number from Kixie. The activity should appear automatically on the person record.

Enable SMS Integration (Optional)
  1. In the Kixie integration, select the SMS Settings tab.
  2. Check Enable SMS Support.
  3. Choose activity categories for incoming and outgoing texts.
  4. Click Save.
⚠️ Note: You can only have one SMS integration enabled at a time.



Send and Receive SMS Messages
  1. Open a record.
  2. In the Contact Info tile, click the SMS icon.
  3. Type your message in the messenger window.
  4. Click the Send icon.
The messenger window displays delivery status and timestamps. Replies appear in the same window, and you'll receive in-app notifications for new messages.

💡 Tip: If a contact has both work and mobile numbers, toggle Show settings to choose which number receives the SMS.



Make Calls with Click-to-Dial
Pipeline CRM works with Kixie's Chrome browser extension for click-to-dial functionality. When you click a phone number in Pipeline, your browser opens Kixie to connect the call.

Configure SMS Notifications
  1. Go to My Profile > Notifications.
  2. Scroll down and under General locate SMS received.
  3. Choose your preferred notification methods for SMS: in-app, email, or mobile.

What Gets Logged
Once connected, Pipeline CRM automatically logs:
  • Completed calls (incoming and outgoing)
  • Missed calls (incoming and outgoing)
  • Voice messages (incoming)
  • SMS messages (incoming and outgoing)
Activities appear on the associated person or company record.


Need help? Contact support at [email protected]. 
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