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Nextiva
UCaaS

Nextiva AI-Powered CRM Integration

Connect Nextiva to Callably's AI-powered CRM. Every call is transcribed, scored, and turned into a managed lead with appointments, drip sequences, and team analytics built in.

Connect Nextiva Now See Setup Steps
About

Nextiva

Nextiva is a business communication platform offering VoIP phone service, CRM, helpdesk, and team collaboration tools designed for growing businesses.

Key Features

  • VoIP Phone
  • Video Conferencing
  • Team Messaging
  • CRM
  • Call Analytics
  • Auto-Attendant
  • Call Recording
AI-Powered CRM

What Callably Does With Your Nextiva Data

When you connect Nextiva to Callably, AI processes every interaction and manages your leads:

  • AI transcription and summarization of every call
  • Automatic lead creation and scoring (Hot, Warm, Cold, New)
  • Contact extraction: names, emails, and company info
  • Appointment scheduling from AI-detected intent
  • Drip sequence enrollment for automated follow-ups
  • Team member tracking and performance analytics
  • Real-time alerts for hot leads and score changes
  • Daily briefings and monthly business reports
  • CRM webhook forwarding with full enriched data
Step-by-Step Setup

How to Connect Nextiva to Callably

Follow these steps to get Nextiva syncing with Callably's AI CRM — takes under 10 minutes.

1

Create your free Callably account

Sign up at callably.co — no credit card required to start your trial.

2

Select your phone provider

In Callably, go to Settings → Phone Provider and choose your provider from the list, or use the generic webhook option.

3

Connect via webhook

Copy your Callably webhook endpoint from Settings and add it to your phone provider's webhook or integration settings. Enable call and SMS event types.

4

Configure your CRM destination

Optionally add a CRM webhook URL in Callably Settings. Callably manages your leads internally and can also forward AI-enriched data to any CRM automatically.

5

Make a test call

Place a test call on your phone number. It will appear in Callably's dashboard with AI transcription, lead scoring, and contact details extracted automatically.

Connect Nextiva — Start Free
CRM Options

Connect Nextiva to These CRMs

Choose your CRM below to see the specific integration details.

Work Management

Nextiva + Podio

Sync Nextiva calls and SMS to Podio automatically.

Enterprise CRM

Nextiva + Salesforce

Sync Nextiva calls and SMS to Salesforce automatically.

All-in-One CRM

Nextiva + HubSpot

Sync Nextiva calls and SMS to HubSpot automatically.

CRM

Nextiva + Zoho CRM

Sync Nextiva calls and SMS to Zoho CRM automatically.

Sales CRM

Nextiva + Pipedrive

Sync Nextiva calls and SMS to Pipedrive automatically.

Work Management CRM

Nextiva + Monday.com CRM

Sync Nextiva calls and SMS to Monday.com CRM automatically.

Sales CRM

Nextiva + Freshsales

Sync Nextiva calls and SMS to Freshsales automatically.

CRM

Nextiva + Copper

Sync Nextiva calls and SMS to Copper automatically.

CRM

Nextiva + Insightly

Sync Nextiva calls and SMS to Insightly automatically.

Sales CRM

Nextiva + Nutshell

Sync Nextiva calls and SMS to Nutshell automatically.

Inside Sales CRM

Nextiva + Close

Sync Nextiva calls and SMS to Close automatically.

Small Business CRM

Nextiva + Keap

Sync Nextiva calls and SMS to Keap automatically.

Marketing Automation CRM

Nextiva + ActiveCampaign

Sync Nextiva calls and SMS to ActiveCampaign automatically.

All-in-One CRM

Nextiva + Bitrix24

Sync Nextiva calls and SMS to Bitrix24 automatically.

Enterprise CRM

Nextiva + SugarCRM

Sync Nextiva calls and SMS to SugarCRM automatically.

Enterprise CRM

Nextiva + Microsoft Dynamics 365

Sync Nextiva calls and SMS to Microsoft Dynamics 365 automatically.

Sales CRM

Nextiva + Zendesk Sell

Sync Nextiva calls and SMS to Zendesk Sell automatically.

All-in-One CRM

Nextiva + Agile CRM

Sync Nextiva calls and SMS to Agile CRM automatically.

Simple CRM

Nextiva + Capsule CRM

Sync Nextiva calls and SMS to Capsule CRM automatically.

Simple CRM

Nextiva + Less Annoying CRM

Sync Nextiva calls and SMS to Less Annoying CRM automatically.

Social CRM

Nextiva + Nimble

Sync Nextiva calls and SMS to Nimble automatically.

Gmail CRM

Nextiva + Streak

Sync Nextiva calls and SMS to Streak automatically.

Real Estate CRM

Nextiva + Follow Up Boss

Sync Nextiva calls and SMS to Follow Up Boss automatically.

Real Estate CRM

Nextiva + LionDesk

Sync Nextiva calls and SMS to LionDesk automatically.

Real Estate Platform

Nextiva + kvCORE

Sync Nextiva calls and SMS to kvCORE automatically.

Real Estate CRM

Nextiva + Propertybase

Sync Nextiva calls and SMS to Propertybase automatically.

Real Estate CRM

Nextiva + Real Geeks

Sync Nextiva calls and SMS to Real Geeks automatically.

Real Estate CRM

Nextiva + Wise Agent

Sync Nextiva calls and SMS to Wise Agent automatically.

Real Estate Platform

Nextiva + BoomTown

Sync Nextiva calls and SMS to BoomTown automatically.

Real Estate CRM

Nextiva + Sierra Interactive

Sync Nextiva calls and SMS to Sierra Interactive automatically.

Financial CRM

Nextiva + Redtail CRM

Sync Nextiva calls and SMS to Redtail CRM automatically.

Financial CRM

Nextiva + Wealthbox

Sync Nextiva calls and SMS to Wealthbox automatically.

Field Service CRM

Nextiva + ServiceTitan

Sync Nextiva calls and SMS to ServiceTitan automatically.

Field Service CRM

Nextiva + Jobber

Sync Nextiva calls and SMS to Jobber automatically.

Field Service CRM

Nextiva + Housecall Pro

Sync Nextiva calls and SMS to Housecall Pro automatically.

Automation Platform

Nextiva + Zapier

Sync Nextiva calls and SMS to Zapier automatically.

Automation Platform

Nextiva + Make / n8n

Sync Nextiva calls and SMS to Make / n8n automatically.

Frequently Asked Questions

How does the Nextiva integration work?
Callably connects to your Nextiva account to receive call and SMS events in real-time. Each event is processed, enriched with AI transcription and summaries, and forwarded to your CRM via webhook. Everything happens automatically.
Does Callably support Nextiva call recordings?
Yes. Callably automatically downloads, compresses, and stores your Nextiva call recordings. Each recording is then transcribed using AI, and both the recording URL and transcription are sent to your CRM.
Can I use Nextiva with multiple CRMs?
Callably forwards your Nextiva data to your configured CRM webhook endpoint. You can change your CRM destination at any time through your Callably settings.
Is Nextiva data processed in real-time?
Yes. Callably processes Nextiva events as they happen using webhooks for inbound events. Your CRM receives the data within seconds of a call or SMS occurring.
How much does the Nextiva integration cost?
Callably offers a free trial to test the integration. After the trial, affordable plans are available based on your usage. The Nextiva integration is included in all plans at no extra cost.

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