Kixie now sets call dispositions in all CRMs as tasks or activities. This means you and your team save time and energy with automations triggered by your call dispositions.
After each call, the disposition window will appear in your Kixie PowerCall, allowing you to easily log a disposition.
Call dispositions logged via the Kixie PowerCall dialer will then log into your CRM (Pipedrive, HubSpot, Zoho, Salesforce are supported) as an activity (Pipedrive) or task (the other CRMs).
Below is an example of a disposition activity logging inside of Pipedrive:
WHAT CAN I DO WITH THIS?
This allows you to use Kixie call dispositions as a tool to trigger automations and/or enhance the power of your contact filters to include/exclude contacts based on a disposition being logged!
- Automation example
- as soon as a "demo completed" disposition is logged to a contact, trigger an automation to send them a follow-up email with next steps, or update their deal in a certain way
- Filtering example
- add a condition to a filter to exclude contacts who have been dispositioned with a "do not call" in the past
Customizing Your Account's Dispositions
- You can customize your team's disposition types. This can be done directly from the Kixie dashboard.
Dispositions for HubSpot: Call Outcome and Call Type
Kixie recommends that you set your dispositions to be the same as HubSpot's six default "call outcomes" (below), so that your dispositions will log as call outcomes on the actual call activity!
- No answer
- Wrong number
- Left live message
- Left voicemail
Please note that Kixie also displays your HubSpot account's "call type" list in the disposition window, so in addition to logging a disposition (as a HubSpot "call outcome"), you'll also be able to log a "call type" as well, and both will log onto the actual call activity itself!
- Call types are ideal for using as triggers for your workflow automations in HubSpot, since you can use more than just the 6 default call outcomes.
See here for a workflow automation example, where logging a disposition will update the HubSpot contact's Lead Status.
See here for more on Kixie's HubSpot integration.
Dispositions for Pipedrive
After adding the "disposition" activity type, your dispositions will log as an activity type "disposition".
The subject line of the disposition activity will be "disposition: [dispositiontitle]", e.g. "disposition: Connected" if you selected "Connected" as the disposition, allowing you to tailor your automations/filter conditions to that specific disposition.
See here for an example of a disposition triggering a pre-templated Pipedrive email to be sent to the person's email address.
See here for an example of a disposition modifying a deal stage.
See here for more on Kixie's Pipedrive integration.
Dispositions for Zoho
Dispositions will log as completed tasks in Zoho under closed activities.
The subject line of the disposition activity will be "Outgoing/Incoming call: [dispositiontitle]", e.g. "Outgoing call: Connected" if you selected "Connected" as the disposition, allowing you to tailor your workflows and filter conditions to that specific disposition.
See here for an example of a disposition triggering a change in Lead Status.
See here for more on Kixie's Zoho integration.
We can help you build these automations and filters in Pipedrive and other CRMs. Please email firstname.lastname@example.org if you are interested.