People with more than one open deal
A disposition should move one deal, not every deal on the person. We agree the rule with you, usually the most recent open deal owned by the rep.
Integration · Kixie to Pipedrive
Your reps call and text from Kixie and manage deals in Pipedrive. We connect them so every call, text and disposition lands on the right Pipedrive person and deal, and the pipeline moves without anyone updating it by hand. It is a one-time setup by our team, not a monthly middleware subscription.
Kixie
Pipedrive
One call ends in Kixie. In Pipedrive:
Pipedrive is built around one idea: keep every deal moving to its next step. Kixie is built for reps who spend the day on the phone and in text messages, often with a power dialer running. Put together, they suit small and mid-sized sales teams perfectly, as long as the calls and texts actually reach Pipedrive.
Many of these teams already sync Gmail or Outlook with Pipedrive, so emails appear on each deal automatically. Calls and texts are the missing half. Connecting Kixie to Pipedrive puts them on the same person and deal, so a manager opening a deal sees the emails, the calls, the texts and what happened next, in order.
A typical setup. We adjust each line to how your team uses Kixie and Pipedrive.
Each Kixie event and exactly what it writes in Pipedrive. Pick an event to see its fields.
Call time15 Sep, 4:00 pm
Shown in your time zone
Call length3 min 04 s
Stored the way Pipedrive expects
Call directionInbound
Inbound or outbound
Call outcomeInterested
Matched to your own list of outcomes
Call recordingPlayable audio
Added once the file is ready
Call notesAsked for pricing
Saved as note text
Rep’s emailMaria Lopez
Matched to the same person in Pipedrive
Call outcomeInterested
Looked up in the outcome-to-stage list we agree with you
Caller number+1 415 555 0142
“Call back” plus the person name, or the number if unknown
Person 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.
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
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.
A disposition should move one deal, not every deal on the person. We agree the rule with you, usually the most recent open deal owned by the rep.
Pipedrive reports on done and planned activities. We log calls as done and call-backs as planned, so your activity goals stay accurate.
Kixie and Pipedrive can store the same number differently. We match on a cleaned-up number, so returning callers do not become duplicate people.
Every Kixie user is matched to a Pipedrive user, so calls, texts and activities have the right owner.
Which Kixie dispositions you use and what each should change in Pipedrive. You get a written scope with a fixed one-time price.
Admin access to Kixie and Pipedrive. Nothing for your reps to install.
We run a short dial session, send texts and set every disposition, then check each person and deal in Pipedrive.
A short document of every rule. 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
Starting price for connecting Kixie and Pipedrive, 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.
Yes. Each disposition can move the deal to a stage, set a label or update a field. We agree the rule for every disposition in your written scope.
Yes. Texts sent and received in Kixie are saved on the Pipedrive person, so they sit alongside calls and synced emails.
No. Keep your Gmail or Outlook sync as it is. We add Kixie calls and texts to the same people and deals, so everything is in one timeline.
No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us, so busy dial days do not cost more.
Thirty minutes on how your team uses Kixie and Pipedrive. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Deal movedDemo booked
Call-back taskAssigned to the contact owner
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