How Kixie Syncs with Capsule
In Capsule, Kixie will automatically log call activities inside of the contact that is associated with the phone number you are calling/being called by. The call activity, along with the hyperlinked call recording, can be seen below.
The Kixie PowerCall is a phenomenal sales tool. It functions as an enhanced, Capsule-driven caller ID, as well as a shortcut into Capsule. See this article for a more in-depth look at the ideal utilization of this key Kixie feature. It provides four basic opportunities for your salesperson on a given call:
- Enhanced Caller ID with one-click access to the contact in Capsule
- Edit the contact’s basic information without having to go into the contact
- Compose a note that will sync into the contact
- Schedule a future activity with the contact
This functionality lends itself especially well to list-view dialing, as well as when you are receiving incoming calls.
The video below demonstrates the integration in action:
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