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With the DataSift and Kixie Integration, call and SMS events, and call recordings are logged to the Activity Log. Records in DataSift can be updated based on the Call Outcome selected in Kixie.
If you have not set up your Kixie account or downloaded the Kixie Chrome Extension, please see Kixie's Getting Started documentation.
*Note: Kixie can be integrated with one CRM at a time.
If you were a beta tester for the integration and your integration was already installed, you won't see any changes and there's no additional steps you need to take for the integration.
Setting up the Integration
Kixie will set up the integration for you. To set this up just provide them with your DataSift API key located under the Settings -> Integrations -> Kixie section of your DataSift Account.
For new Kixie customers in trial: Let your sales rep know that you are an DataSift customer, and provide them with your API key. They will help you get it set up.
For existing Kixie customers: Reach out to your CSM at Kixie and provide them with your DataSift API key. They will help get this set up for you and let you know once it's complete.
How the Integration Works
With the DataSift + Kixie integration, call and SMS events are logged to the Activity Log:
Call Events:
Owner was called
Call answered (can be answered by contact or voicemail)
Call missed
If the call was recorded, a link to the recording will appear in the Activity Log.
SMS Events:
SMS Sent
SMS Received
You'll also see the actual SMS in the activity log and in the 1:1 SMS section of DataSift.
If you are on DataSift's Business, Expert and AI plan, you'll see all the above Call and SMS Events plus:
Click-to-Call updates phone statuses and adds notes to the Owner's Message Board.
PowerList updates both phone and property statuses and adds notes to the Property Message Board.
Click to Call Sales Dialer
To make a call:
Open the Kixie Chrome Extension.
Click the dialpad icon next to the phone numbers. This will open the call in Kixie's app. If you do not see the dialpad and message icons below, make sure Kixie app is open, then refresh DataSift.
Once the call ends, select a Call Outcome, add any applicable notes, and then click Submit.
If you are on DataSift's Business, Expert, AI plans, the phone status will be updated based on the Call Outcome in Kixie. Notes made will send to the Owner's message board and can be viewed from the Activity log for all properties owned.
Important: The click-to-call sales dialer cannot update property status in DataSift. After you select the call outcome you can manually update the property status within the record in your DataSift account.
Call Outcome in Kixie | Phone Status in DataSift |
New Lead | Correct |
Not Interested | Correct |
Property Sold | Correct |
Property Listed | Correct |
Wrong Number | Wrong |
DNC Wrong | Wrong DNC |
DNC Correct | Correct DNC |
DNC Unknown | DNC |
No Answer - VM | None |
No Answer - No VM | None |
No Disposition | None |
The following Call Outcomes in Kixie do not update phone status in DataSift:
No Answer - VM: Does not update, for Kixie call reporting purposes.
No Answer - No VM: Does not update, for Kixie call reporting purposes.
No Disposition: Does not update, allows you to finalize call without making changes
PowerLists
To make a call using Kixie's multiline dialer, PowerLists, you'll need to upload a CSV to Kixie. In a future update, you'll be able to send records from DataSift to Kixie if you are subscribed to DataSift's Professional, Business, Expert and AI Plan.
To update the property status you must use the PowerList, have the column headers labeled exactly as shown below, and mapped as follows in the custom data section:
Property Address -> Custom1
Property City -> Custom2
Property State -> Custom3
Property Zip -> Custom4
If you are on our Business, Expert and AI plan and have purchased Kixie's PowerLists feature, both property and phone status will be updated in DataSift based on the Call Outcome you select in Kixie. Notes made in the CRM Notes section will be sent to the Property Message Board in DataSift, while notes made in the PowerList section are saved to Kixie only.
Call Outcome in Kixie | Property & Phone Status in DataSift |
New Lead | New Lead (Default DataSift Status) Correct |
Not Interested | Not Interested (Default DataSift Status) Correct |
Property Sold | Sold (Default DataSift Status) Correct |
Property Listed | Listed (Default DataSift Status) Correct |
Wrong Number | Wrong |
DNC Wrong | DNC Wrong |
DNC Correct | DNC Correct |
DNC Unknown | DNC |
No Answer - VM | None |
No Answer - No VM | None |
No Disposition | None |
Sending SMS
To send an SMS you will need to be A2P 10DLC approved through Kixie. To text, click the red message icon next to the number. This will open Kixie's extension where you can send messages.
In the activity log, you'll see an event each time an owner sends you a message, and when you or your team sends a message to an owner.
The message that was sent will appear in the activity log and in the 1:1 Communication section of the record.
*Note: You cannot send messages through the 1:1 widget at this time. This may be possible in a future release. You will be able to view any messages in this section.
Troubleshooting
Kixie icons aren't appearing in DataSift:
Ensure you have the kixie extension open.
If you still aren't seeing the icons, pleas try refreshing DataSift.
Phone Status is not updating:
The phone status will automatically update if you are on our Business, Expert and AI plan.
If you are on the Professional plan, you can update the phone status manually or upgrade to the Business, Expert and AI plan to gain access to automatic updates.
Property Status is not updating:
The Property Status can only be updated through PowerLists.
To update the Property Status, you must be subscribed to DataSift's Business, Expert and AI Plan. Note that the Click-to-Call Sales Dialer cannot update property status at this time.
Error when sending SMS:
In order to send SMS you must be A2P 10DLC approved. For more information on the approval process, please reach out to Kixie Support.
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