CFBTEL OM

Zoho

Associate calls to contacts, and your activities are automatically logged across those associations in Zoho when the call completes. Choose to keep the default call notes or edit them as you need.

Salesforce

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.

HubSpot

Automatically log call activities to your HubSpot records. Simply associate your call to the correct contacts or accounts, and the integration logs your call as an activity when you hang up.

Zendesk

Associate calls to contacts, and your activities are automatically logged across those associations in Zoho when the call completes. Choose to keep the default call notes or edit them as you need.

Oracle Sales Cloud

Microsoft Dynamics

Associate calls to a contact or account, and your activity is automatically logged in those Dynamics 365 records when the call completes. Choose to edit these call notes or use our default notes instead.

Outlook

An incoming call pops right onto your screen. One click brings up the Outlook contact profile. If this is a new phone number, you can associate it to an existing contact. Make all this happen before you even pick up the phone.

NetSuite

Make associations while you’re on a call, and your activity is automatically logged across those records in NetSuite when the call completes. Edit call notes or choose to use the automatic notes.

Bullhorn

Automatically log activities to calls when you associate a call to an applicant. This will save you time and effort. Add custom notes to each activity, or if you’re in a rush, use the default notes and edit them later.

Workbooks CRM

NetSuite

Make associations while you’re on a call, and your activity is automatically logged across those records in NetSuite when the call completes. Edit call notes or choose to use the automatic notes.

ServiceNow

Reduce the manual work when you associate inbound or outbound calls to your workflows. The ServiceNow VoIP integration automatically logs your activity, and lets you edit notes that you can add to your workflow.

SugarCRM

Make associations while you are on a call, and your activity is automatically logged in those SugarCRM records when the call completes. Choose to edit these call notes or use our default notes instead.

Act!

Incoming calls pop right onto your screen. Bring up the caller’s record in Act!, or any other notes tab with one click. The default tab for the popup is customizable.

ConnectWise

Automatically log call activity as soon as you get off the phone and associate your call to a customer or contact record. Choose to keep the default call notes or edit them as you need.

GoldMine

An incoming call pops right onto your screen. One click brings up GoldMine with the right customer information. If you don’t recognize the number, you can associate it to an existing record. Make all this happen before you even pick up the phone!

Lotus Notes

An incoming call pops right onto your screen. One click brings up the customer's record in Lotus Notes. If you recognize the customer, but not the phone number, you can associate it to an existing record. Make all this happen before you even pick up the phone.

Google Workspace

When engaging with a contact inside Nextiva CRM, create followup events quickly and easily. If your account is synced to Google Calendar, the events will be shared to that calendar, too.

Microsoft Teams

Best-loved capabilities include call routing, call flow, call groups, advanced call analytics, voicemail, call recording, transcription, call history, analytics, and reporting.

Five9

Nextiva connects seamlessly with the Five9 platform via a SIP connection. This connection eliminates additional toll charges due to transfers between Nextiva and Five9, and reduces implementation time.