Salesforce Integration
The #1 VoIP solution that integrates seamlessly with Salesforce
With Nextiva’s Salesforce integration, make calls faster and keep your CRM and phone system perfectly in sync.
Everything you need, right inside Salesforce
Your team’s productivity depends on how well your tools work together. With Nextiva’s Salesforce integration, reps can make calls, log activity, and access customer context directly inside Salesforce. Everything happens in one place, helping teams work faster and stay focused on the conversation.
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Click-to-dial Call any contact directly from Salesforce with one click — no app switching.
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Automatic call logging Every call, voicemail, and note syncs back to Salesforce automatically.
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Screen pops Get full customer context the moment the phone rings.
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Real-time sync Keep Salesforce and your phone system updated and aligned at all times.
Compare Nextiva
Nextiva walks the walk.
The others just talk the talk.
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#1 Rated  Professional |
RingCentral Core |
Dialpad Standard |
Vonage Premium |
8X8 X2 |
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| G2 Rating |
4.6 out of 5 (3,183 reviews) |
4.0 |
4.4 |
4.3 |
4.1 |
| Gartner PeerInsights Rating |
4.9 out of 5 (666 reviews) |
4.4 |
4.4 |
4.4 |
4.4 |
| Trustpilot Rating |
4.8 out of 5 (3,386 reviews) |
2.4 |
4.3 |
4.3 |
2 |
| Customer Recommendations (GetVoIP) |
92% (3,186 reviews) |
70% (586 reviews) |
95% (265 reviews) |
67% (264 reviews) |
86% (767 reviews) |
| Uptime and reliability (2024) |
99.999% |
99.99% |
99.75% |
99.999% |
99.999% |
| 24/7 Support (Phone, Email, Chat) |
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| Unlimited Calling in US & CAN |
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| HD Audio & Video Conferencing |
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| Text Messaging (SMS & MMS) Included |
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Additional cost |
Additional cost |
Additional cost |
Additional cost |
| Team Chat & Document/File Management |
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| Mobile and Desktop Softphone Apps |
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| Visual Call Flow Designer |
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| Certified VoIP Hardware (Pre-Configured) |
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| Website Chat Engagement |
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Additional cost |
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| AI-powered Voicemail Transcripts |
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| Unlimited Secure Online Faxing |
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1000 pages incl. |
$14.99/mo |
$18.95/mo |
| Browser-based VoIP Phone Calls |
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| White-glove 10DLC Support |
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Additional costs |
Additional costs |
Additional costs |
Additional costs |
| Email and SSO integrations |
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Google & Microsoft Incl. |
Additional costs |
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| International Calling |
Starts at $0.01/min. |
Starts at $0.01/min. |
Starts at $0.01/min. |
Starts at $0.01/min. |
Starts at $0.01/min. |
| Bulk/Mass Texting |
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Starts at $0.01/msg |
Additional costs |
Additional costs |
Additional costs |
| International Phone Numbers (DIDs) |
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Starts at $5.99/mo |
Additional costs |
Additional costs |
Additional costs |
| Strengths |
Best for small and medium-sized companies with one or more locations and hybrid workforces. |
Ideal for those with global calling needs and limited SMS and faxing needs. |
One-size-fits-all approach to business voice needs and call transcripts. |
Good for complex environments with engineering teams. |
Strong fit for mid-size companies with global calling needs. |
New Nextiva customer
“Taking on Nextiva as our company’s VoIP solution has been one of the best decisions for our business. Implementation was a breeze with very helpful and knowledgeable reps. The Salesforce integration has helped with providing easier call metrics and client documentation for our users. This makes their job easier while making them more productive.”
G2 review
Nextiva is recommended by 92% customers. Rated by 3000+ customers.
Make the move to a communication platform you can count on.
When you pick the #1 rated VoIP business phone service, you get:
Unlimited calls within the U.S. and CA
Local number included
Toll-free number included
Number porting included
At least 1500 toll-free minutes
High-definition voice clarity
Unlimited internet fax
Auto attendant capabilities
Call history
Call log reports
Call hold with music
Threaded conversations
Shared contact and call notes
Up to 500 shared contacts
Unlimited text / SMS on Professional and Enterprise
Video calls and meetings up to 45 minutes per meeting
Video conference recordings
Calendar and meeting scheduling
Honest. Affordable. Simple.
Nextiva Pricing
Choose Your Plan
Every plan includes business phone and team messaging. Add AI when you're ready. Pick the one that fits how your team works.
Core
Connect your team & customers
Reliably run your business with unified voice, video, SMS, and digital channels with instant setup.
- Inbound & Outbound Voice
- Business SMS
- Video Meetings
- Screen & File Sharing
- Call Routing
- Team Chat
- Mobile App
Add-On: XBert AI Receptionist
Engage
Manage interactions at scale
Equip your teams with automation, advanced tools, and intelligent routing for personalized experiences at scale.
Everything in Core, plus:
- Customer-to-Team SMS
- Toll-Free Number & Minutes
- Advanced Reporting
- Inbound Call Center
- Live Chat & Chatbot
Add-On: XBert AI Receptionist
Scale
Get everything in one package
Win every conversation, measure every interaction, and use AI to optimize every customer journey.
Full Customer Experience Platform:
- Voice & Web Chat
- Blended Inbound & Outbound
- AI Transcription & Summary
- Skills-Based Routing
- Journey Orchestration
Add-On: XBert AI Receptionist
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 Nextiva 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.
Don’t just take our word for it.
Here is what customers are saying about Nextiva
“Experience has been great! Noticeable updates and innovation. We have found that the interfaces with Salesforce help our sales team efficiently dial and keep track of calling.”
“Nextiva VOIP is a game-changer for business communication. It offers seamless onboarding, crystal-clear call quality, and a user-friendly interface. Their feature-rich platform empowers teams to work efficiently. I almost went with land lines before I found Nextiva.”
“We did not have a good experience with our past phone service, so Nextiva is solving that! So far they are able to accommodate all of our needs, our phones never go down, and the customer service is top notch!”
“I am delighted with Nextiva’s performance. It integrates many advantages for our business, including adapting capacity and communication services as needs arise quickly. It also provides the flexibility to add or remove users, adapt functions and expand the infrastructure without costly hardware investments or complex configuration modifications.”
“Uptime reliability is way beyond what I thought it would be. In my time with Nextiva, I can count on one hand the amount of time they were down. When I came to this company, I made the switch to VOIP for all offices. I spend the same amount per month with Nextiva but I have service in not just this office but all five of our offices. Amazing!”
“Good customer service, great prices, and it was very convenient to setup! I wanted to switch to cloud based phones and they were perfect! I needed a phone system that was cloud based because I am in a rural area and regular phone systems don’t work well here.”
Doesn’t your CRM deserve the best-in-class phone system?
With 8 points of presence and carrier-grade data centers, you can expect 99.999% uptime.
Pass the “send it to legal” test with enterprise-grade security and compliance.
HIPAA Compliance
PCI Compliance
ISO/IEC 27001
SOC 2 Compliant
Discover why Nextiva is the #1 rated VoIP business phone service.
Steve Wozniak
Co-founder at Apple
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