HubSpot + Kixie: Integration for Automation
by Ginny Grimsley, on May 10, 2023 2:13:21 PM
HubSpot and Kixie have joined forces to bring you a powerful integration that automates and streamlines your sales, marketing, and customer service processes.
By combining the features of HubSpot's Sales, Marketing, and Service Hubs with Kixie's advanced calling and texting capabilities, you get a wealth of benefits that improve your outreach, enhance your customer experience, and boost your overall business performance.
First, what is Kixie, exactly?
What Is Kixie?
Kixie is a cloud-based VoIP (Voice Over Internet Protocol) service that enables businesses to make and receive calls from their potential customers from a local number to increase sales and conversions.
Kixie includes features such as:
- call forwarding
- caller ID
- conference calling, and more.
The platform also offers an ABM solution that helps businesses target and engage with their most valuable accounts.
Kixie’s ABM solution includes tools for:
- managing contact lists
- creating personalized outreach campaigns
- tracking engagement metrics, and more
So, with all this, imagine the beauty when Kixie and HubSpot work together (especially if you’re using them both for your ABM strategy). Whoa!
Let’s dive deeper into what these tools do together.
HubSpot Sales Hub Integration
The value of integrating Kixie + HubSpot Sales Hub lies in the synergy it creates, resulting in increased efficiency and productivity for sales teams.
Some key benefits include:
- Enhanced outreach - Sales teams can improve their outreach efforts by automating calls and SMS activities, allowing them to connect with leads more effectively.
- Time-saving - The integration reduces the time spent on administrative tasks, enabling sales reps to focus more on selling and building relationships with customers.
- Better record-keeping - Using both tools together ensures that all call and text data is automatically logged in HubSpot, maintaining accurate and up-to-date records for better decision-making and customer insights.
- Increased accountability - With automated logging of calls, call types, and outcomes, sales reps and managers can easily track performance, ensuring a higher level of accountability within the team.
- Streamlined workflows - Kixie's native integration with HubSpot Workflows allows for seamless automation of sales processes, such as deal stage automation and triggering actions based on call types.
- Improved performance insights - With HubSpot's Conversation Intelligence feature, calls made or received through Kixie are automatically transcribed and analyzed, providing valuable insights for optimizing team performance and making data-driven decisions for your marketing team.
- Enhanced user experience - Kixie's Heads Up Display presents pertinent contact information during calls, allowing sales reps to access crucial details quickly and easily.
Overall, the Kixie + HubSpot Sales Hub integration empowers sales teams to work smarter, faster, and more effectively, ultimately driving better results and boosting revenue growth.
1. Integrate with HubSpot Workflows and Conversation Intelligence
Kixie's HubSpot Sales Hub integration empowers sales teams to:
- supercharge their outreach
- reduce administrative tasks
- maintain better records
Key features include integration with HubSpot Workflows, allowing for auto-dial and auto-SMS activities, and compatibility with HubSpot's Conversation Intelligence feature, which offers searchable call transcripts and valuable insights.
1.2 Automate Sales Processes
Kixie's robust integration with HubSpot Workflows enables the automation of various sales processes, such as deal stage automation and call type automation.
This helps sales teams send follow-up emails, update deal stages, and trigger other HubSpot workflows more efficiently.
1.3 Enhance Sales Performance with Live Call Coaching
Kixie offers live call coaching tools that provide real-time insights into agent performance, enabling managers to listen in, whisper guidance, or even join the call as needed.
This feature also helps to reduce training time for new agents.
HubSpot Marketing Hub Integration
The value of integrating Kixie + HubSpot Marketing Hub lies in the powerful combination of communication and marketing automation capabilities it offers.
Key benefits include:
- Faster speed to lead - The integration allows for automated calling and texting campaigns, which significantly reduces response time, ultimately increasing conversion rates and improving lead nurturing.
- Multichannel approach - Combining auto-calls and auto-SMS with automated emails in marketing workflows creates a seamless, consistent experience for leads across different communication channels.
- Enhanced marketing automation - Kixie's native integration with HubSpot Workflows makes it easy to set up automated calling and texting cadences for various marketing campaigns, from lead nurturing to outreach efforts.
- Customizable triggers - Kixie can trigger or stop workflows based on specific actions, such as a lead replying to a text or answering a call, allowing for more targeted and dynamic marketing campaigns.
- Improved campaign tracking - The integration enables the creation of custom reports in HubSpot Reports Dashboards to track and analyze the effectiveness of various marketing campaigns over time.
- Simplified management - Kixie Dashboard can be embedded inside HubSpot Reports Dashboards, making it easy to access Kixie's native reporting features without leaving the HubSpot platform.
- Better data insights - Kixie logs calls, call types & outcomes, and text messages natively in HubSpot, providing valuable data to optimize marketing campaigns and identify areas for potential automation.
Integrating Kixie with HubSpot Marketing Hub empowers marketers to leverage advanced communication tools and automation, resulting in:
- more effective marketing campaigns
- better lead engagement
- higher conversion rates
2.1 Achieve Faster Speed to Lead with Automated Calling and Texting
Kixie's integration with HubSpot Marketing Hub accelerates speed to lead and enhances conversion rates through automated calling and texting campaigns.
By automating your speed to lead with Kixie + HubSpot Workflows, you can drastically improve response times and increase sales.
2.2 Set Up Kixie Automation for Seamless Multi-Channel Marketing
Kixie's native integration with HubSpot Workflows makes setting up automated calling and texting cadences easy.
By combining auto-calls and auto-SMS with automated emails, you can create a seamless multi-channel marketing approach that drives results.
2.3 Track and Analyze Marketing Campaigns
Kixie's integration with HubSpot enables easy setup of custom reports for tracking and analyzing the efficacy of marketing campaigns.
Additionally, Kixie's dashboard can be embedded inside HubSpot Reports Dashboards for seamless access to native reporting features.
HubSpot Service Hub Integration
If you're ready to take your customer support to the next level, look no further than the powerful integration of HubSpot Service Hub + Kixie.
These two super tools paired together offer an array of features that streamline your support operations, from automating processes and setting up inbound call queues to monitoring ticket response times.
By harnessing the combined power of these two platforms, you can optimize your customer's experience to ensure faster responses and higher levels of satisfaction.
Read on to discover how this comprehensive solution can be a game-changer for companies looking to level up their operations and achieve greater success.
3.1 Automate Support Processes with HubSpot Workflows
Kixie's integration with HubSpot Service Hub streamlines customer support operations by automating processes such as sending SMS responses for missed calls and creating tickets for specific call types.
This allows support teams to respond to customers more quickly and effectively.
3.2 Enhance Customer Service with Inbound Call Queues + Call Transfers
Kixie makes it easy to set up inbound call queues and transfer calls between agents and queues, ensuring customers are connected to the right support personnel without unnecessary delays.
3.3 Monitor + Improve Ticket Response Times
By logging calls, call types, and text messages natively in HubSpot, Kixie allows for:
- the easy creation of custom reports to track ticket response times
- extra support to teams for identifying areas for improvement
- assistance in maintaining a high level of customer satisfaction
All said, there's no doubt in our minds: the HubSpot + Kixie integration offers a comprehensive solution for businesses looking to automate and optimize their sales, marketing, and customer service processes.
With a wide range of features designed to streamline workflows, improve response times, and enhance overall performance, this powerful combination is a game-changer for companies looking to level up their operations and achieve greater success.
Growth is a HubSpot Diamond Solutions Partner, and we partnered with Kixie to add depth to our Account-Based Marketing solutions for our clients, so we’re in it.
If you’d like to be “in it,” too - just ask us. We’re just humans serving other humans over here, and we’ve got you covered.