Nextiva Salesforce integrationEvery call on the right record, with the recording one click away
Nextiva has its own Salesforce app for click-to-dial, screen pops and call logging. We set it up and extend it with the Nextiva and Salesforce APIs, so callers land on the right lead, every call is saved to a call activity object that holds long notes and summaries, and recordings play from the record.
- Native Nextiva app set up, then extended
- Calls saved to a custom call activity object, with notes and the recording
- New callers created as leads, repeat callers matched by phone
900+ integrations completed · Salesforce partner · We sign BAAs
- • Inbound call from a new number
- • Repeat caller
- • Each call
- • Call notes and summaries
- • Click-to-dial
- • Screen pop
Calls in the phone system, leads in Salesforce
When Nextiva and Salesforce are not working together, reps type calls in by hand or skip them. Repeat callers become new leads, recordings sit in another portal, and managers cannot tell a voicemail from a real conversation.
What it does
What the Nextiva Salesforce integration handles
Native app, extended
We set up the Nextiva app for Salesforce, with click-to-dial and screen pops, then build what your process needs beyond it.
Calls to a call activity object
Each call is saved to a custom activity object built for calls, so long notes, AI call summaries and transcripts fit. Salesforce Tasks cannot hold that much text.
Leads from new callers
An inbound call from a new number creates a lead, with your lead source and owner rules applied.
Phone matching
Numbers are normalized and matched to the existing lead or contact first, so one caller stays one record.
Recordings on the record
Recordings play from the Salesforce record through a secure link, so nobody logs in to another portal to listen.
Voicemail or answered
Outbound calls get a disposition that tells a voicemail apart from a person answering, so call counts mean something.
The real agent name
Calls show the name of the rep who made or took them, not a system address.
Missed-call follow-up
A missed call can create a follow-up for the lead owner, so the callback has an owner.
Texting
Texts sent from the record through our Send SMS widget, wired to the texting your phone plan or SMS platform provides, with the Approved to SMS opt-in checked first.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect Nextiva to Salesforce.
AimingData that flows
Nextiva Salesforce integration: both directions, field by field
- Inbound call from a new numberCreates a lead
- Repeat callerMatched by phone to the existing lead or contact
- Each callDirection, duration, agent and disposition on the call activity object
- Call notes and summariesSaved in long text fields on the call
- RecordingPlays from the record through a secure link
- Missed callA follow-up for the lead owner
- Click-to-dialCalls placed from the lead, contact or account
- Screen popThe caller's record opens when the phone rings
See your own Nextiva + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
Nextiva Salesforce integration: the hard parts, already solved
Calls through a call tracker
When calls pass through a call tracking number before Nextiva, both sides are matched so the call is logged once, with its source.
Voicemail drops
Calls that reach voicemail are marked as voicemail, so they do not count as conversations in reports.
Same caller, different formats
Numbers are cleaned to one format before matching, so a caller does not end up on two leads.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the Nextiva Salesforce integration goes live
- 1
Book a free call
We look at how calls come in today, who answers them and what your team needs to see on the record.
- 2
Mapping
Which records calls match or create, which fields carry over, and where calls, notes and recordings are logged, agreed first.
- 3
Set up and test
The native app set up, the extensions built, and everything tested with real calls before your team relies on it.
- 4
Go live
Running in the background, with support if your numbers, queues or process change.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the Nextiva Salesforce integration is for
- Teams using Nextiva for phones and Salesforce for leads
- Sales and intake teams that call leads back from Salesforce
- Managers who need calls, outcomes and recordings in Salesforce reports
Nextiva Salesforce integration FAQ
Does Nextiva connect to Salesforce out of the box?
Yes. Nextiva has a Salesforce app with click-to-dial, screen pops and call logging. We set it up and build the pieces it does not cover, such as lead creation rules, recordings on the record and call outcomes.
Where do the calls go in Salesforce?
To a custom call activity object, so long notes, AI call summaries and transcripts fit. Tasks and Events cannot hold long text.
Can we listen to recordings in Salesforce?
Yes. Recordings play from the record through a secure link.
Have you done this before?
Yes. We have built Nextiva to Salesforce integrations with lead creation, phone matching, call logging, recording playback and voicemail versus answered outcomes.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.