Connect salesboard and KIXIE to Build Intelligent Automations
Enable Integrations or automations with these events of salesboard and KIXIE
Enable Integrations or automations with these events of salesboard and KIXIE
Triggers
Call Ended
Triggers your workflow when a Kixie voice call ends.
Call Started
Notifies the configured webhook when a call begins, delivering key call details.
Actions
Send a Team SMS
Sends auto-sms from a Team SMS Inbox phone number.
Send to Queue
Send a call to a queue
Make a Call
Places an outbound call through Kixie PowerCall.
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Frequently Asked Questions
To start, connect both your salesboard and KIXIE accounts to viaSocket. Once connected, you can set up a workflow where an event in salesboard triggers actions in KIXIE (or vice versa).
Absolutely. You can customize how salesboard data is recorded in KIXIE. This includes choosing which data fields go into which fields of KIXIE, setting up custom formats, and filtering out unwanted information.
The data sync between salesboard and KIXIE typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between salesboard and KIXIE. 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.
About salesboard
Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.
Learn MoreAbout KIXIE
Seamlessly integrated voice and powerful automation tools designed for high-performing sales and customer support teams.
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