Phone & SMS Integration for Salesforce

Close more deals with seamless calling and texting from Salesforce.

Take the work out of admin work

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

Dial uninterrupted – send follow up emails and move deals to the next stage with a single click.

Never forget a new lead – create and update contacts automatically when you call with Kixie.

Breathe easy – your calls, texts, recordings and outcomes are logged automatically.

Integration Setup

Kixie integrates natively with Salesforce, meaning no other software or advanced knowledge is needed. 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.

CRM logging

Calls: Kixie automatically logs all calls 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.

Contact info

Any time a call is made to or received from a Salesforce contact, Kixie automatically displays that contact's pertinent information (such as name, title, account, opportunity and opportunity amount, and email address) in the Kixie dialer. Salesforce contact info can also be edited or updated inside the Kixie dialer during or after the call.

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.

Click-to-call & text

Kixie's click-to-call dials numbers with one click, and click-to-text opens up a window to compose a text. With SMS templates and click-to-text, sending a text is just 3 clicks away.

"Kixie is so easy to dial I don't have an excuse anymore" - Wes O. | Field Underwriter

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

PowerDial up to 10 leads in parallel from your Salesforce contacts
See a 200% increase in connection rate using Automated LeadCaller

Kixie is AWESOME!

Kixie is the best VOIP platform I have ever used. It integrates incredibly well with salesforce (and many others), logging calls and other activities. The Voicemail Drop and Text Templates save people like me, who make 100+ calls a day, a ton of time writing or personalizing messaging to prospects. The "Connection Boost" feature is incredible, and at least doubles our connect rates. [...] 10/10 would recommend Kixie, especially for high output sales teams!

Gus H. | SDR (Marketing and Advertising, 51-200 employees)

Trusted by 5000+ sales teams worldwide

Ready to employ a more intelligent phone system?

Kixie requires no system changes and is compatible with most CRMs

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