Native CRM

Salesforce Phone & SMS Integration Solutions

Close more deals with seamless calling and texting from Salesforce.

Streamline Your Sales Process with Salesforce Integration

Boost productivity and win rate when you integrate your phone calls and texts with Salesforce. With Kixie’s Salesforce phone integration, you can eliminate 80% of the busywork and spend more time closing deals. Integrate with a single click to eliminate 80% of the busywork from sales and spend more time closing deals and crushing quota.

Dial uninterrupted with Kixie’s Salesforce power dialer, sending follow-up emails and moving deals to the next stage with a single click.

Never forget a new lead – create and update contacts automatically with Kixie’s Salesforce calling integration.

Breathe easy knowing your calls, texts, recordings, and outcomes are logged automatically through Kixie’s Salesforce SMS integration.

quick and easy

Quick and Easy Salesforce Integration Setup

Kixie’s Salesforce auto dialer integration is quick and easy, meaning no other software or advanced knowledge is needed. Set up your account-wide integration in just a few minutes. First, a Salesforce admin will need to follow a few short steps to set up the account-wide integration, which takes just a few minutes. After this step is completed, all other users will be able to integrate their Kixie accounts with Salesforce in seconds with just a couple of clicks.

efficient automation

Efficient CRM Logging with Salesforce

Calls: Kixie’s integration ensures that all calls, including those made with the Salesforce predictive dialer, are automatically logged to the appropriate lead or contact page in Salesforce.
Call recording: Kixie logs all call recordings as part of every logged call. Kixie provides unlimited free cloud storage for all call recordings for the lifetime of your account.
Call outcomes: Call outcomes and notes logged in the Kixie dialer appear on the contact record as completed tasks.
Schedule a followup task: During or after a call, users can schedule a task in Salesforce from inside the Kixie dialer.
Text messages: Kixie logs all inbound and outbound text messages in Salesforce as completed tasks.
Associated pages: All of the above items are also logged on any account or opportunity pages associated with the contact/lead.

informative

Automatic Contact Info Updates in Salesforce

Whenever a call is made to or received from a Salesforce contact, Kixie’s integration ensures that pertinent information is displayed, allowing you to utilize the Salesforce sales dialer effectively. Salesforce contact info can also be edited or updated inside the Kixie dialer during or after the call.

synchronous

Contact creation

Kixie automatically creates a new contact in Salesforce any time a call is made to or received from a number that is not associated with an existing contact or lead. The agent who made or received the call will automatically be made the contact owner, and the contact will be given a first and last name (pulled from the CNAM database). These contacts can be edited right inside the Kixie dialer, before or after the call has ended.

anywhere anytime

One-Click Click-to-Call & Text with Salesforce

Kixie’s click-to-call feature enables you to dial numbers with a single click, while click-to-text allows you to send SMS messages seamlessly using Salesforce SMS integration.

"I would have to say that Kixie integrates so well with SFDC & Teams that it has made my work life so much more efficient. The time I am saving is difficult to put a price on."

— Justin Barrette

Simply the best Salesforce phone integration

Turn Salesforce into a full-fledged sales engagement platform with powerful calling and texting features.

Reach 4x more leads with advanced AI-powered local presence

PowerDial up to 10 leads in parallel from your Salesforce contacts

Save up to 3 hours a day with voicemail drop and SMS templates

See a 200% increase in connection rate using Automated LeadCaller

Amazing Dialer and Combo

We love what this dialer has done for our company, especially as users of Salesforce. The integration was easy, the outbound call capabilities really help you cast a wider net. Product has exceeded expectations, will use for years to come!

— Frankie DiAntonio

TRUSTED BY 5000+ REVENUE TEAMS WORLDWIDE