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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
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Nextiva
1. Choose trigger event
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Pipedrive
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Pipedrive
2. Choose action
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1. Select the event
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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.

  • Nextiva triggers, actions, and search
    New Missed Call

    Triggers when a new call is missed.

    Trigger
    Polling
    Try It
    • Name
      Required
    • Phone Number
      Required
    Action
    Write
    • Name
      Required
    • Phone Number
      Required
    Action
    Search or write
    • Name
    • Number
    Action
    Search
    • Activity filter
      Required
    Trigger
    Polling
    Try It

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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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.
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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.

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About Nextiva
Nextiva empowers businesses to manage their communications, productivity, and customer relationships on a truly unified platform.
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About Pipedrive
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.
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