Connect KIXIE and ATZ CRM to Build Intelligent Automations

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KIXIE

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ATZ CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Call Ended

Call Ended

Triggers your workflow when a Kixie voice call ends.

Call Started

Call Started

Notifies the configured webhook when a call begins, delivering key call details.

Contact Added

Contact Added

Occurs when a new contact is added to ATZ CRM and provides the contact details.

New Candidate Added

New Candidate Added

Creates a new candidate record in ATZ CRM when a candidate is added, capturing their basic profile for tracking and follow-up.

Candidate Updated

Candidate Updated

Triggers when a candidate's record is updated in ATZ CRM and returns the updated candidate details.

Candidate Deleted

Candidate Deleted

Notifies when a candidate record is deleted from the CRM.

Do thisActions

Action is the task that follows automatically within your KIXIE integrations.

Send a Team SMS

Send a Team SMS

Sends auto-sms from a Team SMS Inbox phone number.

Send to Queue

Send to Queue

Send a call to a queue

Make a Call

Make a Call

Places an outbound call through Kixie PowerCall.

Create Candidate

Create Candidate

Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.

Create Contact

Create Contact

Create a new contact in ATZ CRM with details such as name, email, phone, organization, stage, owner, and tags.

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Frequently Asked Questions

How do I start an integration between KIXIE and ATZ CRM?

To start, connect both your KIXIE and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in KIXIE triggers actions in ATZ CRM (or vice versa).

Can we customize how data from KIXIE is recorded in ATZ CRM?

Absolutely. You can customize how KIXIE data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between KIXIE and ATZ CRM?

The data sync between KIXIE and ATZ CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from KIXIE to ATZ CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between KIXIE and ATZ CRM?

Yes, you can set conditional logic to control the flow of data between KIXIE and ATZ CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

KIXIE

About KIXIE

Seamlessly integrated voice and powerful automation tools designed for high-performing sales and customer support teams.

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ATZ CRM

About ATZ CRM

ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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