INTEGRATIONS / Salesforce
Phone leads flow straight into your Salesforce pipeline — automatically.
Enriched with the marketing source, campaign, and outcome from day one.
Every call, accounted for. Nimbata auto-creates leads for new callers and enriches existing Salesforce records with source and outcome data.
Your data, your way. Call outcomes, lead quality, and AI insights land exactly where you need them in Salesforce.
Only the calls that matter, synced to Salesforce. Filter by lead quality, call length, or outcome — no noise in your CRM.
Manage one client or a hundred. Copy your setup across all projects in seconds and keep every account consistent.
(Salesforce only knows what you tell it. Nimbata tells it everything.)
Automatically generate new contacts or enhance existing ones by capturing details from calls, including source attribution and AI-powered insights.
Ensure your CRM stays up-to-date, and perfectly synced with real-time call interactions.
Instantly uncover who called, how they discovered your business, what the conversation was about, and whether it qualified — automatically.
No manual checks. Total transparency.
Nimbata’s AI analyzes conversations to automatically label calls, rate lead quality, and attribute revenue value — all within your CRM.
Quickly spot high-intent, sales-ready leads without the guesswork.
Salesforce CRM meets real-time call intelligence
HOW IT WORKS
Build workflows using 30+ real-time conditions — from source, duration, and caller type to AI-detected outcomes – to decide which calls deserve a CRM update, and when. No more one-size-fits-all logic.
Let AI summarize the conversation, take notes, detect buying intent, and automatically assign lead value and tags — so your CRM reflects reality, not assumptions.
Configure exactly what Nimbata should do in Salesforce after a call — from creating new contacts to updating properties or logging call activity. Fully customizable to your CRM setup.
Send alerts where your team works.
Tie calls and revenue to campaigns, ads, keywords.
Automate repetitive tasks and send call data to your favorite tools.
Send call events anywhere in real time.
Create or update contacts when you receive a call.
Get every caller in Google Sheets and every update as a new row.