Salesforce

Integrating Nimbata with Salesforce ensures comprehensive capture of caller contact information and the marketing channels that prompted their calls.
This integration allows for the consolidation of valuable data in a single platform, facilitating the monitoring of marketing performance, the elimination of blind spots in the customer journey, and the strategic focus of marketing efforts to increase conversion rates without additional advertising expenditure.

How to connect your Salesforce account with Nimbata

Navigate to Integrations -> Salesforce from the main menu.

Click on Sign in with Salesforce



Use your credentials to sign in to Salesforce




Once connected, Nimbata will show a confirmatory message



Nimbata will fetch every object and field in your Salesforce account. Choose what Nimbata should do in case of a new or existing caller and which object to update or create a new record




Click on "Send Test and Save".




Fill in the fields with test data and send a test event




Check your Salesforce account to see the record that was created / updated.

That's it! Click on Save. Nimbata will send call information you've setup to your Salesforce account after every call!

Updated on: 12/07/2024