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Set up your first integration
Quickly connect HubSpot to Nextiva with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate HubSpot with Nextiva - 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 Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Create Contact" in Nextiva.
You’re connected!
Zapier seamlessly connects HubSpot and Nextiva, 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.
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Practical ways you can use HubSpot and Nextiva
Create contacts in Nextiva for new HubSpot entries.
Whenever a new contact is added in HubSpot, Zapier automatically creates a corresponding contact in Nextiva. This ensures consistent communication data across both platforms, reducing manual entry and errors.
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Log missed calls as deals.
When a missed call is logged in Nextiva, Zapier creates a deal in HubSpot. This streamlines the follow-up process by recording all missed opportunities, ensuring no sales lead is overlooked.
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Frequently Asked Questions about HubSpot + Nextiva integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Nextiva
What is the process for integrating HubSpot with Nextiva?
Integrating HubSpot with Nextiva involves setting up triggers and actions between the two platforms. You'll need to create a workflow where certain actions in HubSpot, such as creating a new contact, can trigger actions in Nextiva, like adding or updating a contact in your communication system.
Can I automate call logging from Nextiva into HubSpot?
Yes, you can automate call logging from Nextiva into HubSpot using specific integrations. By setting up triggers such as 'New Call' in Nextiva, you can create corresponding actions in HubSpot to log these calls automatically.
How do I ensure that my contact information stays updated between HubSpot and Nextiva?
To ensure that contact information is updated seamlessly between HubSpot and Nextiva, utilize workflows that trigger updates across both platforms. For instance, when a contact is modified in HubSpot, an action can be set to update that contact's information in Nextiva automatically.
What kind of triggers can be used for integration between these platforms?
Triggers for integration between HubSpot and Nextiva may include events like new contacts, updated deals, or closed tickets in HubSpot that prompt corresponding actions within the Nextiva platform.
Are there any limitations when integrating HubSpot with Nextiva?
While the integration is robust, users must be mindful of API limits and ensure that their subscription plans support all intended functionalities. Specific advanced features might require additional configuration or subscription levels.
How long does it typically take to set up an integration between these tools?
The time required to set up an integration largely depends on the complexity of the desired workflows. Basic connections might take minutes while more advanced configurations could require a few hours of setup.
Can we track call analytics from Nextiva within our Hubspot dashboard?
Tracking call analytics from Nextiva within your Hubspot dashboard is possible by setting triggers on call events in Nextiva that then send data to specific fields or reports in your Hubspot account.
