Zoho CRM integration with Kixie
How to Send Kixie SMS messages and make calls when new Zoho leads are created
With this integration, you'll be able to send an SMS message and place a call to a new Zoho lead from the lead owner's Kixie account. This triggers automatically, as soon as they become a new lead in Zoho.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send Kixie SMS messages and make calls when new Zoho leads are created" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Kixie integrations
With this integration, you'll be able to send an SMS message and place a call to a new Zoho lead from the lead owner's Kixie account. This triggers automatically, as s...
With this integration, you'll be able to send an SMS message and place a call to a new Zoho lead from the lead owner's Kixie account. This triggers automatically, as s...
Kixie actions
Nekton can use any feature that is available in Kixie API.
Using our advanced AI, you can easily create custom automations for Kixie.
Here are some typical actions you can do in your automated workflows.
Add to Powerlist
Adds a phone number to a Kixie Powerlist.
Add to Cadence
Inserts the contact into the selected Kixie Cadence
Remove From Cadence
Allows you to remove a previosuly enrolled contact from the selected Kixie Cadence
Remove All Powerlists
Removes a phone number from every Powerlist in your Kixie account. Use this to make sure you're not Powerdialing a phone number across your entire business.
Send a Team SMS
Sends auto-sms from a Team SMS Inbox phone number.
Send SMS
Allows Kixie users to send an auto-sms message
About Kixie
Seamless Integrated Voice Powerful voice and software tools for sales and customer service teams.