Salesforce integration: how to set it up in Nimbata

Nimbata's Salesforce integration automatically sends call data to Salesforce so you can capture caller details and track which marketing sources drive phone leads.

Step 1. Connect your Salesforce account

• Go to Integrations > Salesforce and click Connect.
• Sign in with your Salesforce credentials.
• A confirmation message will appear once connected.

Step 2. Map your fields

• Nimbata will load all objects and fields from your Salesforce account.
• For each scenario, new caller and existing caller, choose which Salesforce object to create or update.
• Map the Nimbata fields to the corresponding Salesforce fields.

Step 3. Test and save

• Click Send Test and Save, fill in the test data fields, and send a test event.
• Check your Salesforce account to confirm the record was created or updated as expected.
• Then, click Save.

🎉 Done! Nimbata will send call data to Salesforce after every call that matches your configuration.

Detailed Guide: How to set up workflows

Updated on: 20/03/2026