Step-by-Step Guide: Integrating Kixie with Gong for Better CRM Data Management

Integrating Kixie with Gong can streamline data management, enhance call insights, and optimize sales performance—all while saving your sales team valuable time. When call data from Kixie flows seamlessly into Gong, sales managers gain richer insights and can leverage the data for coaching, improving CRM accuracy, and driving sales strategy. This step-by-step guide will show you how to set up and maximize the integration.

Why Integrate Kixie with Gong?

Kixie’s advanced calling and SMS capabilities paired with Gong’s powerful conversation analytics create a comprehensive sales solution. By integrating these tools, you gain:

• Automated call and SMS logging: Every interaction, including disposition status and call outcome, logs automatically, removing manual entry.
• Insightful analytics: Gong’s analysis provides feedback on call behaviors, keywords, and sentiment, allowing for smarter strategy adjustments.
• Unified CRM records: All call details from Kixie flow into Gong, ensuring that CRM data is accurate, up-to-date, and easily accessible.

Step 1: Setting Up the Integration

To set up the Kixie-Gong integration, ensure you have the necessary permissions and credentials:

1. Gather API Key and Business ID: In your Kixie dashboard, navigate to Manage > Account Settings > Integrations to access your API key and business ID. These are essential for authorizing the connection.
2. Access Gong Integration Settings: Open your Gong dashboard and go to Settings > Integrations. Select Kixie from the integration options.
3. Input Credentials: Enter your Kixie API key and business ID in Gong’s integration fields. This grants Gong access to pull in call data, SMS records, and other engagement metrics.

Step 2: Configuring Webhooks for Real-Time Data Flow

Webhooks allow your Kixie data to sync with Gong in real time, ensuring that all data is captured without delays.

1. Create a New Webhook in Kixie:
   • In the Kixie API section, select Create Webhook.
   • For the endpoint, provide Gong’s webhook URL (available in Gong’s integration documentation).
2. Customize Event Types: Choose which Kixie events you want to send to Gong, such as call start, call end, disposition, and SMS. Selecting specific events helps control data flow and avoids unnecessary logging.
3. Select Headers (Optional): If needed, include headers to differentiate call types, directions, and dispositions.
4. Test the Webhook: Save and test the webhook to confirm that Kixie data is pushing correctly to Gong.

Step 3: Syncing Call and SMS Data to CRM Records

With webhooks in place, configure Kixie to log call and SMS data directly to your CRM:

1. Set Up Call and SMS Syncing: In your Kixie dashboard, go to Settings > CRM Integration to select your CRM (e.g., Salesforce, HubSpot, or Zoho).
2. Map Fields: Map specific fields in Kixie (e.g., call duration, disposition, and SMS content) to your CRM’s fields to ensure data consistency.
3. Enable Automatic Sync: Once fields are mapped, enable automatic syncing so that all new interactions are logged in real-time, minimizing manual data entry.

Optimize Your Sales Strategy with Kixie and Gong

By integrating Kixie and Gong, you create a sales ecosystem that captures every detail, from call durations to SMS engagements, all of which can be analyzed in Gong’s platform. This combination allows for enhanced visibility, automated data handling, and improved sales workflows.

Ready to take your sales data management to the next level? Try Kixie for free today and experience a streamlined approach to CRM data management and sales performance optimization.