Kixie
Sales Dialer / CRM Native
Zoho CRM
CRM · Modules · Blueprint
Zoho CRM + Kixie Integration
Connect Kixie to Zoho CRM — 4 trigger events, 4 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
Zoho CRM Actions
A01
Create Contact
Creates a new contact in Zoho CRM
action
A03
Create Lead
Creates a new lead
action
A05
Create or Update Module Entry
Upsert in any Zoho CRM module
action
A06
Create Deal
Creates a new deal/opportunity
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
Zoho CRM Triggers
T01
pollingNew Contact
New contact (use Instant on paid plans)
T03
instantNew Module Entry (Instant)
Any entry created in specified module
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
Zoho CRM Actions
A01
Create Contact
Creates a new contact in Zoho CRM
A03
Create Lead
Creates a new lead
A05
Create or Update Module Entry
Upsert in any Zoho CRM module
A06
Create Deal
Creates a new deal/opportunity
Kixie API
POST
/api/v2/call
Initiate Auto-Call
POST
/api/v2/sms
Send Auto-SMS
POST
/api/v2/contact
Create/update contact
Zoho CRM API
POST
/crm/v6/Leads
Create lead
PUT
/crm/v6/Leads/{id}
Update lead
POST
/crm/v6/Contacts
Create contact
When an agent sets a call disposition in Kixie, the automation maps it to the correct Zoho CRM 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 Zoho CRM 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