Kixie Managers and Admins:
At least one of you must have connected your HubSpot to Kixie, before any of your regular Kixie agents are able to connect theirs.
Here are the required permissions you (the Kixie manager/admin) must have enabled in HubSpot in order to connect your HubSpot to Kixie:
1. Under Settings -> Users & Teams, you need at least the following permissions under the "Contacts" tab: "Owned Only" with "Unassigned" checked-off, for both "View" and "Edit".
Less restrictive permissions such as "Team Only" with "Unassigned" checked-off for both "View" and "Edit", or "Everything" for both "View" and "Edit", will also be sufficient.
2. In Settings -> Users & Teams, make sure you have the following permissions in the "Marketing" tab.
- Marketing Access toggled ON
- Lists toggled ON
Login to your Kixie PowerCall dialer chrome extension
Click on settings (gear icon in upper right)
Click "Add CRM"
Choose HubSpot and click Add to connect HubSpot and Kixie
Click "Grant Access"
Start making more calls and closing more deals!
Here is a quick video tutorial of the HubSpot Integration.