Callbacks to the number pool
A prospect returns the call to whichever local number they saw. We match inbound calls across the whole pool back to the lead that was dialed, instead of creating a lead for a number nobody recognises.
Integration · Kixie to Close CRM
Kixie and Close CRM integration
Kixie dials several lines at once and shows a local number to the person picking up. Close is where the lead lives. We connect them so every call and text lands on the right lead — including the callbacks that come in to a local presence number rather than the one on the record. It is a one-time setup by our team, not a monthly middleware subscription.
- From $100, one-time setup
- No monthly fees from us
- Tested on your own calls before go-live
Kixie
Close CRM
One call ends in Kixie. In Close CRM:
- Kixie dials the listMulti-line, with local presence
- Call logged on the Close leadWith the contact, rep and recording
- Outcome moves the opportunityOr creates a task
- One-time setup
- From $100
- Monthly fee from us
- $0
- Working days to a written scope
- 2
- Working days to build and test
- 5–10
Got it, thank you.
Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
Local presence is what makes this integration awkward
Close teams add Kixie for two reasons: the multi-line PowerDialer, and ConnectionBoost — local presence, number monitoring and progressive caller ID, aimed at the pickup rate. On the Professional plan a rep calling a US or Canada area code automatically shows as one of the account’s matching local numbers, which is exactly what it is for.
It also means the number the prospect sees is not a number your CRM knows. Half an hour later they ring it back. Without a connection that call arrives from a stranger to a number nobody owns, and if anyone logs it at all it goes on a new lead. Meanwhile the number pool has to be watched, because a local number that gets labelled stops working for an entire region. Connecting Kixie to Close properly means outbound calls land on the lead, and callbacks to any number in the pool find their way to the same place.
- Teams dialing US and Canada area codesLocal presence stays on, and callbacks still reach the right lead.
- Close teams working smart viewsThe view becomes the dial list, and results come back to the same leads.
- Reps who text as well as callKixie texts sit on the lead next to the calls and emails.
What we connect between Kixie and Close CRM
A typical setup. We adjust each line to how your team uses Kixie and Close CRM.
When this happensThis is what you get
A call endsA call activity on the matching Close lead and contact, owned by the rep
The Kixie dispositionThe opportunity status or a lead field you choose
A callback to a local presence numberMatched to the lead that was dialed, not filed as a new one
A text message sent or receivedSaved on the lead, next to calls and emails
The call recordingLinked from the call activity
A missed call or voicemailA task for the lead owner, so it appears in their Close inbox
Field mapping, event by event
Each Kixie event and exactly what it writes in Close CRM. Pick an event to see its fields.
1. Trigger · Kixie
When a call ends
Every call made or received in Kixie
2. Action · Close CRM
Log the call activity
In Close CRM, on the lead — Where your team already works
Close CRM field
Mapped from
What happens
Activity date
Call time15 Sep, 4:00 pm
Shown in your time zone
Call time15 Sep, 4:00 pm
Shown in your time zone
Call length
Call length3 min 04 s
Stored the way Close CRM expects
Call length3 min 04 s
Stored the way Close CRM expects
Direction
Call directionInbound
Inbound or outbound
Call directionInbound
Inbound or outbound
Call outcome
Call outcomeInterested
Matched to your own list of outcomes
Call outcomeInterested
Matched to your own list of outcomes
Recording
Call recordingPlayable audio
Added once the file is ready
Call recordingPlayable audio
Added once the file is ready
Call notes
Call notesAsked for pricing
Saved as note text
Call notesAsked for pricing
Saved as note text
Owner
Rep’s emailMaria Lopez
Matched to the same person in Close CRM
Rep’s emailMaria Lopez
Matched to the same person in Close CRM
Lead
Matched by phone number+1 415 555 0142
A new lead is created only if none match
1. Trigger · Kixie
When an outcome is set
A rep marks how the call went
2. Action · Close CRM
Update the opportunity
In Close CRM — Moves one record, not all of them
Close CRM field
Mapped from
What happens
Which opportunity
Most recent open opportunityNorthwind — 12 seats
On the matching lead, owned by the rep on the call
Stage
Call outcomeInterested
Looked up in the outcome-to-stage list we agree with you
Call outcomeInterested
Looked up in the outcome-to-stage list we agree with you
1. Trigger · Kixie
When a call is missed
Nobody picked up in time
2. Action · Close CRM
Create a task
In Close CRM, for the lead owner — A call-back nobody forgets
Close CRM field
Mapped from
What happens
Title
Caller number+1 415 555 0142
“Call back” plus the lead name, or the number if unknown
Caller number+1 415 555 0142
“Call back” plus the lead name, or the number if unknown
Due
Your follow-up windowWithin 1 hour
Set to how fast your team calls back
Assigned to
Lead ownerMaria Lopez
Falls back to the rep who was on the line
Lead ownerMaria Lopez
Falls back to the rep who was on the line
Sample values are made up. The exact fields are agreed with you in your scope.
A one-time setup, not a monthly middleware bill
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
Web Repay integration setup
Middleware subscription
What you pay
One-time setup, from $100 (one-off)
A monthly plan, often priced by tasks or operations
As call volume grows
The same price, no per-task charges
Costs rise with every call that syncs
Who builds and tests it
We do, on your own Kixie calls
Your team builds and maintains every step
Where it runs
In your own Kixie and Close CRM accounts, documented
Inside the middleware vendor’s platform
When something changes
Additional support as needed, when you request it
Your team fixes the broken steps
Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.
Where Kixie and Close CRM setups usually go wrong
Leads with several contacts
In Close, a lead is a company with contacts inside it. We match the caller to the right contact and log the call on their lead rather than duplicating the company.
A labelled number takes a region with it
Kixie monitors number reputation, and a flagged number quietly stops connecting. We make sure the call record shows which number was used, so a drop in answer rate can be traced to a number rather than blamed on the list.
Manager access, not everyone
Reporting, history and account maintenance sit behind Kixie’s Manager permissions, while users only see their own profile. We ask for Manager for the setup and leave your team’s access as it is.
How we set it up
- 1
Agree what connects
Which numbers and pools are in scope, what outcomes change in Close, and how callbacks should be matched. You get a written scope with a fixed one-time price.
- 2
Access for the setup
Manager permissions in Kixie and a Super User invite in Close. Nothing for your team to install.
- 3
We connect and test
We dial out with local presence on, call the numbers back ourselves, send texts, and check every lead, contact, opportunity, task and recording link.
- 4
Handover
A short document of what is connected, including the number pool. It runs in your own accounts, with no monthly fee from us.
Test call passedEvery field in the table checked
LiveWatched for the first week
What it costs
From
$100 one-time setup
Starting price for connecting Kixie and Close CRM, built and tested. Larger mappings get a fixed quote in writing before we start.
No monthly fee from us. Additional support is available as needed, whenever you request it.
Free download
The integration health check
10 checks to make sure your website, CRM and dialer really are passing information between them.
From the blog
Further reading
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Questions about Kixie and Close CRM
What happens when a prospect calls back a Kixie local presence number?
We match the inbound call across the whole local number pool to the lead that was dialed, so the callback lands on the right Close lead instead of creating a new one.
Will Kixie texts show in Close?
Yes. Texts sent and received are saved on the matching lead, next to the calls and emails.
Can we dial a Close smart view with Kixie?
Yes. The view you choose becomes the dial list, and every outcome is written back to the same leads.
Is there a monthly fee?
No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us. Your Close and Kixie plans are unchanged.
Rather talk it through?
Thirty minutes on how your team uses Kixie and Close CRM. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Opportunity updatedDemo booked
Call-back taskAssigned to the contact owner