Pipeline CRM

    Kixie Integration

    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)

    • Go to Profile > My Profile > Phone Number.
    • Enter the same phone number you use in Kixie.
    • Click Save changes.

    Part 2: Get Your Kixie Business ID and API Key

    • In Kixie, go to Manage > Account Settings > Integrations.
    • 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)

    • Go to Settings > Other > App Store.
    • Scroll to Kixie and click Install.
    • Select the Kixie Service tab.
    • Paste your Business ID and API Key.
    • Click Test Connection to verify the setup.
    • Save changes.

    Part 4: Configure Call Activity Mapping

    • Select the Phone Settings tab in the Kixie integration.
    • 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)
    • Click Save changes.
    • 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

    • In Kixie, go to Manage > Automations > Webhooks.
    • 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)

    • In the Kixie integration, select the SMS Settings tab.
    • Check Enable SMS Support.
    • Choose activity categories for incoming and outgoing texts.
    • Click Save.

    ⚠️ Note: You can only have one SMS integration enabled at a time.

    Send and Receive SMS Messages

    • Open a record.
    • In the Contact Info tile, click the SMS icon.
    • Type your message in the messenger window.
    • 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-DialPipeline 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

    • Go to My Profile > Notifications.
    • Scroll down and under General locate SMS received.
    • 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 customercare@pipelinecrm.com.