Salesforce integration: How to set it up in Nimbata

Nimbata’s Salesforce integration allows you to automatically send call data to Salesforce, helping you capture caller details and track the marketing sources that drive phone leads. This guide covers how to connect Nimbata with Salesforce to centralize call activity and improve reporting accuracy.

To do so follow the steps described below:

How to set up your Salesforce integration

Step 1. Navigate to Integrations > Salesforce from the main menu.

Step 2. Click on 'Connect' to sign into Salesforce.

Step 3. Use your credentials to sign in to Salesforce.

Step 4. Once connected, Nimbata will show a confirmation message.

Step 5. 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.

Step 6. Click on "Send Test and Save".

Step 7. Fill in the fields with test data and send a test event.

Step 8. 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: 16/02/2026