# CRMs

Nimbata's CRM integrations send call data to HubSpot, Salesforce, Zoho, Pipedrive or GoHighLevel. You choose what Nimbata creates when a caller is not found in your CRM, and what it sends when the caller already exists.

## HubSpot

> **Tip:** The integration is configured at the project level. Make sure you're editing the correct project before proceeding.

1. **Connect your HubSpot account**

   - Go to [Integrations > HubSpot](https://app.nimbata.com/integrations/service/hubspot) and click **Sign in with HubSpot**.
   - A pop-up asks you to choose a HubSpot account.
   - Select your account and click **Choose Account**.

   You're then shown the permissions Nimbata is requesting. Review them and click **Connect app** to complete the connection.

   ![The HubSpot OAuth pop-up, Connecting Nimbata to HubSpot, with an account selected and Choose Account.](https://help.nimbata.com/_astro/01-screenshot-2026-03-17-181235_1os58j0.DoBbYrND_Z2ntuIj.webp)

2. **Configure what happens when a new lead calls**

   Expand the **When the Caller ID is not found** section. Define what Nimbata creates in HubSpot when an unknown caller dials your tracking number.

   **Common setup:**

   1. **Create a Contact**
      - Set a recognizable name, for example First Name: *Nimbata*, Last Name: *Lead*.
      - Map the caller's phone number automatically from the Nimbata log.
      - You can also include the GCLID or FBCLID and set the lead status to *New*.
   2. **Create an Inbound Call Activity**
      - Log who called, which number they called, the talk duration, and marketing details, for example utm_source, utm_medium, utm_campaign, call page, and a link to the recording.

   Click **+ Add object** to add each item, then expand it to map the fields you want to populate.

   > **Note:** SHORTCUT: click Use Default Config to auto-populate the recommended field mapping.

3. **Configure what happens when an existing customer calls**

   Expand the **When the Caller ID is found** section. First, set two matching preferences:

   1. **Which entity to enrich**: choose **Contact**, **Company**, or **Both**.
   2. **How to handle duplicates**: if the same Caller ID appears across multiple records, choose **Handle 1st**, **Handle all**, or **Ignore all**.

   Then use the **Update** tab to define which HubSpot properties should be updated with call data.

   Nimbata maps the **Tracking Source** field on the Contact object to the Configured Tracking Source (default). Click **+ Add property** to map additional fields, or click **Use Default Config** to apply the recommended setup automatically.

   ![The Update tab for a Contact, with Handle 1st selected for duplicate Caller IDs, Mobile Phone Number, Tracking Source and Date - Time of call mapped, Add object, Use Default Config, and Send Test and Save.](https://help.nimbata.com/_astro/02-screenshot-2026-03-17-185234_sshshn.CbtFvLOO_ZWNgBv.webp)

4. **Test and save**

   Click **Send Test and Save** at the bottom of the page. This verifies that call data is reaching the right HubSpot properties before going live.

5. **Set up a workflow to control when data is sent**

   By default, the integration fires after every call. You can filter which calls get sent to HubSpot by setting up a workflow in Nimbata.

   Detailed guide: [Create a workflow](https://help.nimbata.com/workflows/workflows#create-a-workflow)

🎉 That's it! From now on, calls that meet your workflow criteria are automatically logged in HubSpot.

## Remove the HubSpot app

> **Tip:** To uninstall the HubSpot + Nimbata integration, follow these four steps.

1. **Open HubSpot Settings**

   Log in to your HubSpot account and go to **Settings**, at the top right of your screen.

   ![The HubSpot top navigation bar with the Settings icon marked.](https://help.nimbata.com/_astro/01-hubspot_1vvrf3c.B405YI5C_1Ddv4t.webp)

2. **Open Connected Apps**

   Expand the **Integrations** tab and click **Connected Apps**.

   ![The HubSpot Settings menu with Integrations expanded and Connected Apps selected.](https://help.nimbata.com/_astro/02-integrations_1cbhrey.B_XuQA_U_Z15lHCe.webp)

3. **Find Nimbata**

   Search for **Nimbata** in your connected apps list and click the **Actions** button in the Nimbata card.

   ![HubSpot Connected apps filtered to Nimbata, with the Actions button on the Nimbata card.](https://help.nimbata.com/_astro/03-image_1acd035.CqgJn9Xf_ZKdjqO.webp)

4. **Uninstall the app**

   Select **Uninstall**.

   ![The Nimbata card's Actions menu: Contact support, Documentation and Uninstall.](https://help.nimbata.com/_astro/04-284171931484795336666339880016_1137dkt.Cxmzxxfa_Z1O9xxw.webp)

> **Note:** Uninstalling the integration won't affect your HubSpot accounts and call data.

🎉 That's it! You have successfully uninstalled the HubSpot + Nimbata integration.

## Salesforce

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

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 appears once connected.

   ![The Salesforce integration page with the Connect button marked, above the Caller ID not found and found sections and Send Test and Save.](https://help.nimbata.com/_astro/01-screenshot-2025-08-27-13252418_ezqiof.C2hPVm_9_TB5rS.webp)

2. **Map your fields**

   - Nimbata loads 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.

   ![When the Caller ID is not found: Create a Lead with Company, Last Name, Lead Source, Phone and Status mapped, and Create an Event with a Description.](https://help.nimbata.com/_astro/02-image16m5mwy_1arr6wa.CbOXpq8I_1iELlV.webp)

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 sends call data to Salesforce after every call that matches your configuration.

Detailed guide: [Create a workflow](https://help.nimbata.com/workflows/workflows#create-a-workflow)

## Zoho

Nimbata's Zoho integration automatically sends call data to Zoho CRM, so you can create or update contacts and track the marketing sources that drive phone leads.

1. **Connect your Zoho account**

   - Go to [Integrations > Zoho](https://app.nimbata.com/integrations/service/zoho) and click **Sign in with Zoho**.
   - In the pop-up, select the Zoho account you want to connect.
   - A confirmation message appears once connected.

2. **Select your trigger**

   - Either choose **After Every Call** to send all calls,
   - Or click **Create Trigger** in the trigger field to filter by specific criteria (for example call outcome or tracking number).

3. **Configure what happens when a new caller reaches you**

   - Choose whether to create a Lead, Contact, Account, Task, or Call Activity.
   - Then map the Nimbata fields (caller ID, UTM parameters, recording link, and so on) to the corresponding Zoho properties.

   ![When the Caller ID is not found: Create a Lead with Description (UTM source, medium, campaign and GCLID), First Name, Last Name, Lead Source and Phone mapped.](https://help.nimbata.com/_astro/01-imagekdv0jv_1elmk2w.vPrDDbtP_Z1J7MeE.webp)

   > **Tip:** Click Use default config at the bottom of the section to auto-populate the recommended field mapping.

4. **Configure what happens when an existing contact calls**

   - Define what call information is sent when a caller already exists in Zoho.
   - For example, log a Call Activity with duration, tags, and a recording link against the existing record.

5. **Test and save**

   Click **Send Test and Save** to validate your configuration before going live.

🎉 Done! Each call that meets your trigger criteria is automatically logged in Zoho CRM.

Detailed guide: [Create a workflow](https://help.nimbata.com/workflows/workflows#create-a-workflow)

## Pipedrive

Nimbata's Pipedrive integration automatically sends call data to Pipedrive, so you can track leads, update deals, and keep your sales pipeline accurate.

1. **Connect your Pipedrive account**

   - Go to [Integrations > Pipedrive](https://app.nimbata.com/integrations/service/pipedrive) and click **Connect**.
   - In the authorization pop-up, click **Allow and Install**.

   ![The Pipedrive integration under Integrations, with the Connect button marked.](https://help.nimbata.com/_astro/01-screenshot-2025-08-27-1247241r_1lucssg.DCv6Khrn_uMKh2.webp)

2. **Map your fields**

   Map Nimbata fields to Pipedrive fields for two scenarios:

   - One for when the caller **is not found** in your CRM
   - One for when they **already exist**

   ![When the Caller ID is not found: Create a Person with Name and Phone mapped, and Create Notes with Add time and Content.](https://help.nimbata.com/_astro/02-35622w8_1usjorx.BVDxc0fG_Z1bg1Bu.webp)

3. **Select your trigger**

   Choose the default **After Every Call**, or customize the workflow rules to control exactly when Nimbata fires the integration.

4. **Test and save**

   Click **Send Test and Save**, review the test event in Pipedrive, and click **Save** to activate.

🎉 Done! All calls that match your workflow criteria are automatically logged in Pipedrive.

Detailed guide: [Create a workflow](https://help.nimbata.com/workflows/workflows#create-a-workflow)

## GoHighLevel

Nimbata's GoHighLevel integration automatically sends call data to GoHighLevel, so you can track leads, update deals, and keep your sales pipeline accurate.

1. **Connect your GoHighLevel account**

   - Go to [Integrations > GoHighLevel](https://app.nimbata.com/integrations/service/gohighlevel) and click **Connect**.
   - In the authorization pop-up, click **Allow and Install**.

   ![The GoHighLevel integration under Integrations, with the Connect button marked.](https://help.nimbata.com/_astro/01-screenshot-2026-04-25-at-92604_yc2pdt.C3343nS5_Z2g5RLr.webp)

2. **Map your fields**

   Map Nimbata fields to GoHighLevel fields for two scenarios:

   - One for when the caller **is not found** in your CRM
   - One for when they **already exist**

   ![The connected GoHighLevel integration running in 1 workflow, with When the Caller ID is not found: Create a Contact (First Name, Last Name, Phone, Contact Source) and Create a Note.](https://help.nimbata.com/_astro/02-screenshot-2026-04-25-at-10063_ukf9ac.BjMAAhF0_MfG9w.webp)

3. **Select your trigger**

   Choose the default **After Every Call**, or customize the workflow rules to control exactly when Nimbata fires the integration.

4. **Test and save**

   Click **Send Test and Save**, review the test event in GoHighLevel, and click **Save** to activate.

🎉 Done! All calls that match your workflow criteria are automatically logged in GoHighLevel.

Detailed guide: [Create a workflow](https://help.nimbata.com/workflows/workflows#create-a-workflow)