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Set up your first integration
Quickly connect Nextiva to Pipedrive with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Nextiva with Pipedrive - no code necessary. See how you can get setup in minutes.
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.
- New Missed Call
Triggers when a new call is missed.
Try ItTriggerPolling - New Received Call
Triggers when a new call is received.
Try ItTriggerPolling - NameRequired
- Phone NumberRequired
ActionWrite- NameRequired
- Phone NumberRequired
ActionSearch or write
- New Contact
Triggers when a new personal contact is added.
Try ItTriggerPolling - New Voicemail
Triggers when a new voicemail is received.
Try ItTriggerPolling - Name
- Number
ActionSearch- Activity filterRequired
Try ItTriggerPolling
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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.