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Zapier makes it easy to integrate Nextiva with Pipedrive - no code necessary. See how you can get setup in minutes.
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Nextiva
Nextiva
1. Choose trigger event
Pipedrive
Pipedrive
2. Choose action
1. Select the event
Setup
Test
Nextiva
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Missed Call" from Nextiva.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Nextiva and Pipedrive, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Deal ID
Required
Add Multiple Products?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Location
Priority
Primary Participant
Additional Participants
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
File Name
Deal ID
Person ID
Organization ID
Product ID
Activity ID
Note ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Person ID
Organization ID
Owner User ID
Note
Pin note to lead
Label ID(s)
Expected_close_date
Lead Value
Lead Value Currency Code
Source Channel ID
Source Channel ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization Name
Required
Organization Address
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product Name
Required
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead_cost
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Project ID
Required
Description
Done
Due Date
Assignee
Parent Task ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Activity to Update
Required
Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead ID
Required
Title
Owner User ID
Organization ID
Person ID
Label ID(s)
Expected_close_date
Lead Value
Lead Value Currency Code
Source Channel ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Person to Update
Required
Person Name
Email Addresses
Phone Numbers
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Person
Required
Include file data
Action
This is an event a Zap performs.
Search
Find existing data in your app
Product
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Deal ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization ID
Organization Items
Include Persons
Include Deals
Include Activities
Action
This is an event a Zap performs.
Search
Find existing data in your app
Product ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
User ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Field to Search By
Required
Search Term
Required
Exact Match
Action
This is an event a Zap performs.
Search
Find existing data in your app
Field to search by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Include file data
Title
Required
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Person Name
Email Addresses
Phone Numbers
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Field to Search By
Required
Search Term
Required
Exact Match
Title
Required
Project Template
Project Board
Required
Project Phase
Required
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Nextiva and Pipedrive with AI agents and code
Beyond Zap workflows. Call Nextiva and Pipedrive actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Nextiva and Pipedrive actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Contact
Add Discount to Deal
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Nextiva and Pipedrive to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Pipedrive on the Zapier blog
Make work flow with AI
Level up your Nextiva to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Nextiva + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Nextiva and Pipedrive
How do I connect Nextiva to Pipedrive?
To connect Nextiva with Pipedrive, you'll need to use our integration platform. Begin by selecting Nextiva and Pipedrive as your apps and authenticate both accounts. Once connected, you can start creating workflows using triggers and actions that suit your needs.
What triggers are available when integrating Nextiva with Pipedrive?
When integrating Nextiva with Pipedrive, common triggers include new phone calls in Nextiva or changes in call status. These can then initiate actions within Pipedrive, such as creating a new deal or updating a contact information.
Can I automate tasks between Nextiva and Pipedrive?
Yes, our integration allows you to automate tasks between Nextiva and Pipedrive seamlessly. For example, you can set a trigger for when a new contact is added in Nextiva which automatically creates or updates the corresponding contact in Pipedrive.
Is there support for real-time updates when using Nextiva with Pipedrive?
Our integration supports real-time updates, allowing information such as call logs or contact detail changes from Nextiva to be instantly reflected in your Pipedrive account through predefined actions.
How do I manage duplicate entries when integrating data between the two platforms?
To manage duplicate entries while integrating data from Nextiva to Pipedrive, set up filters within our platform that check for existing data before any action takes place. This prevents redundancy by ensuring that new entries are only created when they do not already exist.
What types of actions can be performed in Pipedrive from a trigger in Nextiva?
Actions you can perform in Pipedrive from a trigger in Nextiva include creating tasks, adding notes to deals or contacts, updating lead status based on call outcomes, and scheduling follow-up activities automatically.
How secure is the data transfer between Nextiva and Pipedrive via your integration?
Data transfer between Nextiva and Pipedrive through our integration is highly secure. We use encryption protocols throughout the process to ensure that your sensitive information is protected at all times during automated workflows.
About Nextiva
Nextiva empowers businesses to manage their communications, productivity, and customer relationships on a truly unified platform.
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.