❗NOTE: The Kixie Integration is currently in BETA TESTING. It will release to all accounts soon.
Kixie offers AI-powered calling that boosts revenue by streamlining outreach and maximizing efficiency, while keeping conversations human.
Schedule a demo or sign up here: Get Kixie
With the REISift and Kixie Integration, call events and recordings are logged to the Activity Log and records in REISift 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.
Setting up the Integration
For beta users: reach out to our REISift support by clicking Talk to Us and selecting talk to a person and we'll coordinate with Kixie's team for your integration.
If you need to view or provide your API key it will be located under the Settings -> Integrations -> Kixie section of your REISift account.
How the Integration Works
With the REISift + Kixie integration, call 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.
If you are on REISift's Business plan, you'll see all the above Call Events plus:
Click-to-Call updates phone statuses and adds notes to the Owner's Message Board.
Power Dialer 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 REISift.
Once the call ends, select a Call Outcome, add any applicable notes, and then click Submit.
If you are on REISift's Business plan, 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 sales dialer cannot update property status in REISift. After you select the call outcome you can manually update the property status within the record in your REISift account.
Call Outcome in Kixie | Phone Status in REISift |
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 REISift:
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
Power Dialer
To make a call using the Power Dialer, you'll need to upload a CSV to Kixie. In a future update, you'll be able to send records from REISift to Kixie if you are subscribed to REISift's Professional or Business Plan.
See how to upload a list in Kixie here: How to Upload PowerList — Kixie in a Minute
To update the property status you must use the power dialer and have the property statuses mapped as follows in the custom data section:
Property Street - Custom1
Property City - Custom2
Property State - Custom3
Property Zip - Custom 4
If you are on our Business plan and have purchased Kixie's Power Dialer, both property and phone status will be updated in REISift 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 REISift, while notes made in the Powerlist section are saved to Kixie only.
Call Outcome in Kixie | Property & Phone Status in REISift |
New Lead | New Lead (Default REISift Status) Correct |
Not Interested | Not Interested (Default REISift Status) Correct |
Property Sold | Sold (Default REISift Status) Correct |
Property Listed | Listed (Default REISift 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 |
Troubleshooting
Kixie icons aren't appearing in REISift:
Ensure you have the kixie extension open.
If you still aren't seeing the icons, pleas try refreshing REISift.
Phone Status is not updating:
The phone status will automatically update if you are on our Business plan.
If you are on the Professional plan, you can update the phone status manually or upgrade to the Business plan to gain access to automatic updates.
Property Status is not updating:
The Property Status can only be updated through the Power Dialer.
To update the Property Status, you must be subscribed to REISift's Business 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.
💡 What's Next?
See how to set up a basic Marketing Flow here.