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How Zapier works
Zapier makes it easy to integrate Nextiva with Salesforce - 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 Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Nextiva and Salesforce, 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- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling
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Frequently Asked Questions about Nextiva + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Nextiva and Salesforce
How do I integrate Nextiva with Salesforce?
Integration between Nextiva and Salesforce can be achieved through our system by setting up triggers and actions. A trigger, such as receiving a new voicemail in Nextiva, can initiate an action like creating or updating a contact in Salesforce.
What are the supported triggers for Nextiva with Salesforce integration?
Supported triggers include events like receiving a new voicemail, having a missed call, or when a new fax is received in Nextiva. These triggers can be configured to perform actions in Salesforce.
Can I create custom actions in Salesforce based on Nextiva triggers?
Yes, you can create custom actions such as sending a personalized email from Salesforce when you receive a voicemail in Nextiva. Our platform allows customization of these workflows.
Is it possible to update existing records in Salesforce using Nextiva data?
Yes, you can set up your integration to update existing records in Salesforce. For example, if a new call is logged in Nextiva, it could trigger an update to the corresponding contact's record in your CRM.
What happens if there's an error during the integration process?
Our system will notify you of any errors encountered during the integration process. We provide detailed logs and troubleshooting suggestions to help resolve any issues swiftly.
Do I need technical knowledge to integrate Nextiva with Salesforce?
While some technical knowledge can be helpful, our platform is designed for ease of use. The integration setup involves user-friendly steps that guide you through configuring triggers and actions without needing extensive technical skills.
Can I automate follow-up tasks for missed calls using this integration?
Yes, missed calls in Nextiva can automatically trigger follow-up tasks or reminders within your Salesforce account, helping ensure timely responses without manual tracking.