Kixie CRM integration for Pipeline CRM
Connect Kixie and your calls, recordings and text messages log themselves onto the matching contact in Pipeline CRM as activities. You install it from the Pipeline CRM App Store with your Kixie Business ID and API key, and you can confirm it worked by checking that two webhooks appeared in Kixie.
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At a Glance
Pipeline CRM integrates with Kixie through a built-in integration installed from the App Store using your Kixie Business ID and API key. Calls, recordings and SMS are logged automatically as activities on the matching contact, with each of six call types mapped to an activity category you choose. Kixie pushes the data to a Pipeline CRM webhook, which you can verify in Kixie after setup.
A dialler that does not write anything down
Power dialling makes more calls happen. It does not, on its own, make any of them visible to the rest of the team.
Volume without a record
The point of a dialler is more conversations per hour. If logging them is manual, the faster you dial the further behind the record falls.
Nobody can pick up a thread
When calls and texts live only in the dialler, cover during holiday or a handover to another rep starts from nothing.
No way to see what is working
Without call activity in the CRM you cannot compare answered against missed, or outbound effort against pipeline created.
Match the numbers, then verify the webhooks
You need admin permissions in both Pipeline CRM and Kixie. The first step and the last step are the two that matter most.
Every user sets their phone number
Each Pipeline CRM user goes to Profile, then My Profile, then Phone Number, and enters the same number they use in Kixie. A mismatch means calls log to the wrong user or not at all, with no error shown.
Get your Business ID and API key
In Kixie, go to Manage, then Account Settings, then Integrations, and copy the Business ID and API Key. Admin permissions in Kixie are required to see the Business ID.
Install, map the call types, then check Kixie
In Pipeline CRM go to Settings, then Other, then App Store, install Kixie, paste both values into the Kixie Service tab and run Test Connection. Map the six call types to activity categories and enable it. Then go back to Kixie, open Manage, Automations, Webhooks, and confirm two new webhooks appeared. Full setup guide in the help centre.
Teams dialling at volume
This matters in proportion to how many calls a day your team makes, because the logging you avoid scales with the dialling you do.
You run a power dialler
High-volume outbound where writing a note per attempt is not realistic, so automatic logging is the only way the record stays true.
You review calls
Recordings reachable from the contact make coaching and dispute resolution possible without asking the rep to find the call.
You report on activity
Mapping each call type to its own category turns raw dialling into something you can report on by direction and outcome.
In the Kixie integration
Everything below is part of the integration, installed from the App Store.
Automatic call logging
Calls are written onto the matching contact as activities with no manual note.
Call recordings attached
Where Kixie records the call, the recording is reachable from the activity on the contact.
SMS logged as activities
Text messages are logged onto the contact, subject to the 10DLC requirement below.
Missed calls logged
Unanswered calls in both directions create activities, so a missed inbound call does not vanish.
Voicemails logged
Voice messages received and voice messages left are both logged, under categories you choose.
Six call types you map yourself
Completed and missed calls in each direction plus voice messages in each direction, each pointed at an activity category.
One category or many
Map everything to a single Phone Call category for simplicity, or split them out when you want finer reporting.
Verifiable webhooks
Two webhooks appear in your Kixie account pointing at Pipeline CRM, so you can confirm the connection from Kixie’s side rather than guessing.
Two webhooks in Kixie, then a test call
Most integrations leave you hoping. This one can be checked. After you enable it, open Kixie and go to Manage, then Automations, then Webhooks: two new entries should be there with URLs containing integrations.pipelinecrm.com/webhook/. That is the mechanism – Kixie pushes call events to us – so if those webhooks are absent, nothing else you configure will help. Then prove it end to end. Create a person in Pipeline CRM with a test phone number, call that number from Kixie, and watch the activity appear on the record. If the webhooks exist and the activity still does not appear, the next thing to check is the phone number on the calling user’s profile, which is the usual culprit. One requirement that is not ours: SMS needs a valid 10DLC campaign registered with Kixie. That is US carrier regulation for business texting, approval is not instant, and calls work without it.
Kixie integration questions
What people ask before connecting Kixie.
Does Pipeline CRM integrate with Kixie?
Yes, and it is built in rather than a third-party connector. You install it from the Pipeline CRM App Store under Settings, then Other, and authenticate with your Kixie Business ID and API key.
Once enabled, calls, recordings and texts log automatically as activities on the matching contact.
How do I know the integration is working?
Check Kixie. Under Manage, then Automations, then Webhooks, two new webhooks should appear with URLs containing integrations.pipelinecrm.com/webhook/. That is how Kixie sends call events to us, so their presence is the real proof of a connection.
Then create a person in Pipeline CRM with a test number, call it from Kixie, and confirm the activity appears on the record.
Why are calls not logging for one user?
Their phone number does not match. Each user must enter the same number they use in Kixie under Profile, then My Profile, then Phone Number.
A mismatch logs the call against the wrong user or drops it, and nothing warns you. If logging works for everyone but one person, that field is the first thing to check.
Where do I find my Kixie Business ID?
In Kixie, under Manage, then Account Settings, then Integrations, alongside the API key. You need admin permissions in Kixie to see it.
Both values go into the Kixie Service tab of the integration in Pipeline CRM.
Do I need anything extra to send texts?
Yes. SMS requires a valid 10DLC campaign registered with Kixie, which is a US carrier requirement for business messaging rather than anything we impose.
Calls work without it. If texting is part of the plan, start the registration with Kixie early, because approval takes time.
Can I keep call reporting simple?
Yes. Map all six call types to one Phone Call category and you get a single clean activity stream.
Split them into separate categories only when you actually want to report on direction and outcome separately, since that is the only thing the split buys you.