LeadConnector + Nextiva

Manage new Nextiva contacts by updating opportunities in LeadConnector

Optimize your sales efforts with this workflow. Whenever a new contact emerges in Nextiva, it's instantly mirrored in LeadConnector as an opportunity. This streamlines your process, ensuring every new contact is given the chance to become a valuable lead for your business, saving you time and enriching your customer relationship management.

When this happens...
New Contact
Triggers when a new personal contact is added.
TriggerPolling
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Missed Call
Triggers when a new call is missed.
Trigger
Polling
Try It
New Received Call
Triggers when a new call is received.
Trigger
Polling
Try It
- NameRequired
- Phone NumberRequired
Action
Write
- NameRequired
- Phone NumberRequired
Action
Search or write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write

- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

New Contact
Triggers when a new personal contact is added.
Trigger
Polling
Try It
New Voicemail
Triggers when a new voicemail is received.
Trigger
Polling
Try It
- Name
- Number
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write