HubSpot Diamond Solutions Partner
HubSpot & Nextiva Integration: Turn Every Call into a Record
Stop losing conversation details to memory. This integration connects Nextiva’s reliable business VoIP system directly to your HubSpot CRM, logging calls, syncing contacts, and triggering automations to ensure no lead is left behind.
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Empower Your Support Team with CRM Context
Stop asking customers to repeat themselves. This integration brings HubSpot data directly into your Nextiva workflow, giving your agents the "who, what, and why" before they even say hello.
Instant Screen Pops: See the caller’s HubSpot name, company, and deal status instantly on your screen when the phone rings.
Click-to-Call: Initiate Nextiva calls directly from any HubSpot contact record with a single click, eliminating misdials and saving seconds on every outreach.
Automate Ticket Creation: Automatically create a HubSpot Service Ticket when a call is marked "Missed" or "Voicemail" in Nextiva, ensuring instant follow-up.
Stop asking customers to repeat themselves. This integration brings HubSpot data directly into your Nextiva workflow, giving your agents the "who, what, and why" before they even say hello.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Turn Talk Time into Actionable Revenue Data
Stop guessing which calls drive revenue. This integration logs every Nextiva interaction back to the HubSpot contact timeline, giving your sales managers visibility into activity volume, duration, and outcomes.
Auto-Log Calls: Automatically record call start time, duration, and direction (inbound/outbound) to the HubSpot contact activity feed.
Trigger Workflows: Use "Call Ended" events to trigger HubSpot workflows, such as sending a "Thanks for chatting" email or rotating the contact to a new owner.
Enrich Reports: Combine Nextiva call metrics with HubSpot deal data to report on "Calls per Closed Deal" or "Support Call Volume by Customer Tier".
Sync New Contacts: Automatically create a new HubSpot contact when a call is received from an unknown number, capturing the caller ID information instantly.
Stop guessing which calls drive revenue. This integration logs every Nextiva interaction back to the HubSpot contact timeline, giving your sales managers visibility into activity volume, duration, and outcomes.
A Flexible Sync: Native CTI vs. Custom API
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
The standard Nextiva integration uses a local caching method that can struggle with large datasets. We build a server-side integration using Nextiva’s REST API and Webhooks, ensuring real-time performance and enabling advanced logic that the native tool can't handle.
- Bi-Directional & Uni-Directional Sync: Sync HubSpot contacts to Nextiva for caller ID, and push Nextiva call activity back to HubSpot for reporting.
- Real-time & Scheduled Syncs: Trigger actions instantly using Nextiva Webhooks (e.g., "New Missed Call" event creates a task). We can also run scheduled cleanups to ensure phone number formatting matches between systems.
- Custom Sync Logic & Triggers: We build rules for your specific needs: "When a call lasts longer than 5 minutes, update the HubSpot Lead Status to 'Interested'." Or, "If a contact is in the 'VIP' list, route the call data to a specialized 'Priority Support' dashboard."
- High-Volume Data Handling: Our API-led architecture is built to bypass the "30,000 contact limit" of the native integration, reliably syncing large enterprise databases without performance lag.
Comprehensive Object & Field Mapping
We connect your voice communications directly to your CRM records, ensuring every interaction is logged where it belongs.
HubSpot
Nextiva
- Contacts
- Companies
- Activity (Call)
- Tickets
- Tasks
- Custom Properties (e.g., "Last Call Date")
- Contacts / Caller ID
- (Associated via Contact)
- Call Logs (Duration, Timestamp, Direction)
- (Created from Missed Calls/Voicemails)
- (Triggered by Call Outcomes)
- Call Event Timestamp
- Contacts Contacts / Caller ID
- Companies (Associated via Contact)
- Activity (Call) Call Logs (Duration, Timestamp, Direction)
- Tickets (Created from Missed Calls/Voicemails)
- Tasks (Triggered by Call Outcomes)
- Custom Properties (e.g., "Last Call Date") Call Event Timestamp
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
No. HubSpot does not natively log SMS messages from Nextiva. To sync SMS, you typically need a third-party middleware or a custom API solution (subject to Nextiva's API availability for message content).
The native Nextiva integration caches HubSpot data locally to your machine for screen pops. Nextiva recommends this only for databases smaller than 30,000 records to prevent performance issues. Our custom API integration does not have this limit.
Yes. Using Nextiva's automation triggers (or tools like Zapier), we can configure a rule that automatically creates a HubSpot Ticket whenever a "Missed Call" event occurs.
The native Nextiva integration requires a Windows computer for the "Connector" software. Our custom API-based solution is cloud-based and works regardless of your operating system (Windows, Mac, or Linux).
Connect Your Voice to Your CRM
Stop letting valuable call data vanish into thin air. Schedule a free discovery call, and we'll show you how to build a robust, scalable integration between Nextiva and HubSpot that goes beyond the basics.
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