If you're using Kixie's True High Fidelity Phone Service, you can click-to-call from Nutshell and automatically log calls in Nutshell!
How does it work?
The Kixie integration is robust and works two ways:
Click-to-call: When you click a phone number in Nutshell, it will call your phone number and connect the parties. It will also automatically record and log the call.
Full automation: Calling your Nutshell contacts from your Kixie phone number will automatically record and log those calls in Nutshell. This works independently of the click-to-call feature and is perfect for the person on-the-go who needs to log the calls but doesn't have the ability to manually log those activities.
Requirements
A Kixie phone service plan and phone
Motivation to close deals!
Features
Click-to-call: Click any number in Nutshell (or across the web), and Kixie will automatically connect your call
Call recording: Kixie will record your conversations
Automatic call logging: Kixie will use Nutshell's "Log activity" feature to log calls when you receive a call or if you place a call
Setup
In Nutshell, create an API key.
Email your Nutshell API key to support@kixie.com or 424-800-3330.
Visit your Nutshell profile and select Kixie on the Phone menu.
You're ready to make calls!
How to use
Click any phone number in Nutshell! Call recording works automatically. Just make a call, and the recording will automatically be added to the Person in Nutshell.
For more questions about how to use Kixie, please email hello@kixie.com or 424-800-3330.