The last thing you want is to waste precious minutes on administrative tasks between phone calls during an outbound calling campaign. That’s where automation via Customer Relationship Management (CRM) systems and sales engagement platforms comes in. Here's how you can eliminate time-consuming tasks by leveraging the power of Kixie PowerCall and Pipedrive CRM.
Integrate Kixie + Pipedrive
Connect your CRM (in this case, Pipedrive) to Kixie PowerCall in the dialer settings.
Activity Created
Create a workflow automation inside Pipedrive. Set the trigger as “Activity Created” and narrow down the Activity subject as "Containing" the desired call outcome.
Create Deal
Add “Create Deal” as a subsequent action, and add relevant data such as the contact owner and deal stage.
Schedule Follow Up
Add an email, phone call, or SMS as a subsequent action to keep working the deal.
