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> Use this file to discover available pages before exploring further.
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# 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.
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### Step 1. Connect your Salesforce account

* Go to [Integrations > Salesforce](https://app.nimbata.com/integrations/service/salesforce) and click **Connect**. 
* Sign in with your Salesforce credentials. 
* A confirmation message will appear once connected.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/screenshot-2025-08-27-13252418_ezqiof.png)

### 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/image16m5mwy_1arr6wa.png)

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

Detailed Guide: [**How to set up workflows**](https://help.nimbata.com/en/article/how-to-set-up-your-first-workflow-q8c5v5/)