Nextiva Salesforce Integration
With Nextiva’s Salesforce integration, dial contacts faster and bridge the information gap between Salesforce and your VoIP phone system.
Do this and more with Nextiva + Salesforce.
Call Logging as an activity
Make associations while you’re on a call, and your activity is automatically logged in Salesforce in real time across those associations when the call completes. You can edit your notes instead of using the default notes.
Manage your tasks and records
From the Salesforce integration panel, you can make new contacts, leads, opportunities, or accounts. Also type notes that will create tasks automatically. NLP interprets words like “tomorrow” or “next week” as dates for your tasks.
Hop into your call with Screen Pop
An incoming call pops right onto your screen. One click brings up the customer’s Salesforce record. If this is a new phone number, you can associate it to an existing record. Make all this happen before you even pick up the phone.
Add the #1 rated business phone service.
Software integration
Download a desktop application to manage your integration.
Embedded integration
Embed an integration from the Salesforce Marketplace and log in using your Nextiva credentials.
Browser extension
Install an extension into your web browser to integrate Nextiva with your browser instance of Salesforce.
Requirements
Supported versions
Salesforce
Salesforce Lightning
Salesforce Service Cloud
System requirements
- Nextiva Professional or higher plans.
- Embedded integration or browser extension requires Nextiva Enterprise.
- CTI requires Windows® or macOS.
- Google Chrome for the browser extension.
FAQs: Salesforce VoIP integration
What is the Nextiva Salesforce integration?
The Nextiva Salesforce integration is a Computer Telephony Integration (CTI). It leverages your cloud phone system to provide additional functionality within Salesforce CRM, utilizing phone features like call recording, and logging of calls as activities.
How can I sign up for the Nextiva Salesforce integration?
Just mention it to your account executive or client success manager. They’ll be happy to include the Salesforce VoIP integration with your virtual phone system.
Does the Nextiva Salesforce integration cost anything?
The Salesforce phone integration will come on request with certain packages at no additional charge. This will depend on volume, but is à la carte to all Nextiva cloud PBX customers at an additional charge. It’s not available out of the box.
Can I click to call within Salesforce?
Yes, the Salesforce VoIP integration will ring your desk phone or softphone after you click a phone number in your Salesforce instance. Answering your phone will place the call to the phone number selected.
Does the Nexti va Salesforce integration work on all devices?
The Salesforce integration can be completed with a desktop application, a browser extension, or an embedded application found in Salesforce AppExchange.
Does the Nextiva Salesforce integration work on all calls?
Whether you use Click to Call or your call history to place outbound calls, take an inbound call directly or from a call center/contact center, the Salesforce CTI will provide some functionality to your CRM system.
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