Kixie
Sales Dialer / CRM Native
Salesforce
CRM · Opportunities · Flows
Salesforce + Kixie Integration
Connect Kixie to Salesforce — 4 trigger events, 6 CRM actions, full field mapping and real-time sync. Custom-built, production-grade. Live in 5–10 business days.
Automation Builder — Real Triggers & Actions
Click any event to select
Kixie Triggers
T01
Call Completed
Call ends with all metadata
instant
T02
Call Missed
Inbound call missed
instant
T03
New SMS Received
Inbound SMS received
instant
T05
Disposition Set
Agent sets call disposition
instant
Salesforce Actions
A01
Create Record
Creates record for specified Salesforce object
action
A04
Create Lead
Creates new lead
action
A06
Create Contact
Creates new contact
action
A08
Create Opportunity
Creates new opportunity
action
A09
Create Task
Creates new task for follow-up
action
A19
Custom SOQL Query
Execute custom SOQL SELECT queries
action
Field Mapping
Dialer
→
CRM
contact_phone
→
Contact.Phone / Lead.Phone
contact_name
→
Contact.Name / Lead.Name
contact_email
→
Contact.Email / Lead.Email
call_direction
→
Activity.Type (Inbound/Outbound)
call_duration
→
Activity.Duration
disposition
→
Contact.Lead_Status / Deal.Stage
notes
→
Activity.Notes / Call.Description
recording_url
→
Activity.Recording / Custom Field
agent_name
→
Activity.Owner / Task.Assigned_To
timestamp
→
Activity.Date / Call.Date
voicemail_url
→
Activity.Voicemail / Custom Field
campaign_name
→
Lead.Source / Contact.Campaign
ai_summary
→
Activity.Notes / Custom Field
Kixie Triggers
T01
instantCall Completed
Call ends with all metadata
T02
instantCall Missed
Inbound call missed
T03
instantNew SMS Received
Inbound SMS received
T05
instantDisposition Set
Agent sets call disposition
Salesforce Triggers
T01
pollingNew Lead
New lead created
T02
pollingNew Contact
New contact created
T03
pollingNew Record
Record of specified object created
T04
pollingUpdated Record
Record of specified object updated
T05
instantNew Outbound Message
Outbound message via Flow/Workflow
Kixie Actions
A01
Automated LeadCaller
Places automated call to rep then connects lead
A02
Auto-SMS
Sends automated SMS from agent's Kixie number
A03
Voicemail Drop
Drops pre-recorded voicemail on call
A06
Schedule Auto-Call
Schedules a call for a future date/time
Salesforce Actions
A01
Create Record
Creates record for specified Salesforce object
A04
Create Lead
Creates new lead
A06
Create Contact
Creates new contact
A08
Create Opportunity
Creates new opportunity
A09
Create Task
Creates new task for follow-up
A19
Custom SOQL Query
Execute custom SOQL SELECT queries
Kixie API
POST
/api/v2/call
Initiate Auto-Call
POST
/api/v2/sms
Send Auto-SMS
POST
/api/v2/contact
Create/update contact
Salesforce API
POST
/services/data/v59.0/sobjects/Lead
Create lead
POST
/services/data/v59.0/sobjects/Contact
Create contact
POST
/services/data/v59.0/sobjects/Opportunity
Create opportunity
PATCH
/services/data/v59.0/sobjects/Lead/{id}
Update lead status
POST
/services/data/v59.0/sobjects/Task
Create follow-up task
When an agent sets a call disposition in Kixie, the automation maps it to the correct Salesforce action:
| Disposition | CRM Stage / Action | Stage |
|---|---|---|
| Interested | Move deal stage → Qualified | SQL / Qualified |
| Booked / Meeting Set | Create calendar event + stage update | Meeting Scheduled |
| Not Interested | Update contact status → Disqualified | Disqualified |
| No Answer | Re-queue + follow-up task or SMS | Attempted (retry) |
| Voicemail Left | Set contact status → Attempted | Attempted |
| Callback Requested | Create CRM task → Schedule Callback | Callback Scheduled |
| Wrong Number | Flag phone field as invalid | Invalid |
| DNC Requested | Set opt-out flag + suppress contact | Opted Out |
| Busy | Re-queue with delay timer | Re-queue |
All fields passed on every Kixie call event — mapped to Salesforce fields. Highlighted fields are critical for automation:
call_id
direction
agent_email
agent_name
contact_phone
contact_name
contact_email
call_duration
disposition
call_notes
recording_url
timestamp