Nextiva Contact Center - Integration FAQs

Which business apps does Nextiva integrate with?

Nextiva Contact Center integrates with leading CRMs and productivity tools, such as Salesforce, HubSpot, Microsoft Dynamics 365, and financial tools like Jack Henry.  

How do I set up integrations with Nextiva Contact Center?

Contact your account manager or our sales team today to get set up. 

Can I request a custom integration?

For questions regarding custom integration, please contact your account manager or our sales team. An additional fee for professional services may apply. 

How much are integrations?

For questions regarding pricing, please contact your account manager or our sales team. 

Nextiva Business Applications & CRMs

What capabilities do these integrations provide out of the box?

• Activity Logging: Automatically log calls, SMS, emails, chats, notes, and tasks directly into your CRM.
  
  
• Contact Management: Sync contacts, leads, and accounts; view caller information instantly on inbound interactions.
  
  
• Ticket Management: Manage and sync cases, requests, and issues in real time.
  
  
• Embedded Dialer (Salesforce only): Make and manage calls directly inside your CRM. More supported CRMs coming soon! 
  
  

How does the integration work?

We present customer data from the connected app or CRM directly in the NCC interface, allowing agents to avoid searching or switching between systems.

What are the requirements to get started?

• An active Nextiva Contact Center account 
  
  
• Admin access on the integrated app
  
  

Nextiva + Jack Henry Integration 

What integrations does Nextiva offer for financial services organizations?

Nextiva Contact Center integrates directly with Jack Henry Symitar, a leading core banking platform, allowing banks and credit unions to unify communications with core financial operations.

What capabilities does the Nextiva + Jack Henry integration provide out of the box?

• Member Verification & Details: Real-time identity verification to reduce compliance risks.
  
  
• Account Transactions: Instant access to balances, transaction history, and card activity.
  
  
• Loan Servicing & Statements: View loan status, payment history, and delinquency flags within a single workflow.
  
  

Does the Nextiva + Jack Henry integration replace our core banking system?

No, it enhances your banking system instead of replacing it. We display critical data from Jack Henry directly in the NCC interface, so agents do not have to search or switch between systems. 

Is the Nextiva + Jack Henry integration secure and compliant?

Yes. The integration is secure and compliant. It uses:

• • Encrypted API communication
    
    
  • Token-based authentication
    
    
  • SSO between Nextiva and Jack Henry
    
    
  • We align with standard credit union security policies and compliance requirements
    
    

What are the requirements to get started?

• An active Nextiva Contact Center account with a minimum of 20 agent licenses 
  
  
• An active Hack Henry account with API access enabled
  
  
• A signed data-sharing agreement