# Integration with Salesforce Section: Integrations Description: Connect Tidio with Salesforce and manage contacts and conversations from your CRM. Verified against Tidio panel 12.331.0 Last updated: 2026-11-10 Source: https://help.tidio.com/articles/integration-salesforce/ Connect Tidio with Salesforce to create and update contacts and save your Tidio conversations as notes. **In this article, you'll learn:** - [How to integrate Tidio with Salesforce]() - [How adding and updating contacts in Salesforce works]() - [How sending chat transcripts from Tidio to Salesforce works]() ## How to integrate Tidio with Salesforce Open your Tidio admin panel and navigate to the **Integrations** section in the left sidebar. Then, click on the **Salesforce** tile. ![The Integrations page with the Salesforce tile visible]() After that, click on **Install Salesforce** when you are ready. ![The Salesforce overview with the Install Salesforce button]() To integrate, you'll need to create a new connection. To do so, select **New authentication**: ![The Salesforce connection wizard with New authentication available.]() Next, select the **Salesforce instance** **type** that you want to connect with Tidio. You can choose from **Production** and **Sandbox.** When you're ready, click **Create**. ![The Salesforce authentication form with Production and Sandbox instance choices.]() Now, the **Authentication** window should appear. 1. Authenticate your connection. 2. Select the account you want to connect with Tidio. A green bracket indicates your authentication with Salesforce is set up properly. ![The Salesforce wizard showing a configured authentication.]() Press **Next**. You'll move on to **default property mapping** options: ![The Salesforce wizard showing default contact property mapping.]() Press **Next**. If you have **custom Contact Properties** in Tidio, you want to map them to the appropriate Salesforce fields: ![The Salesforce wizard showing custom contact property mapping.]() After you set all the properties mapping, press **Finish**. You are all set\! From now on: - Every contact created or updated in Tidio will be created or updated in Salesforce. - Every solved conversation will be saved in Salesforce as a note assigned to a contact. ## How adding and updating contacts in Salesforce works Every time a new subscriber is created or updated in Tidio, we will send it to your Salesforce account. If a contact with a given email address is not found, we will create one. If a contact already exists in your Salesforce account, then we will update it with data in Tidio. You can also map custom contact properties to fields in Salesforce. The default contact properties include: - email address - first and last name - phone number In case of a contact update, If we do not have a value for a property, then it will not be overwritten in Salesforce. **You can create or update contacts in Tidio in several ways:** - Through the [Pre-Chat Survey]() - Using [Flows]() to collect contact information - Changing it [manually]() during a conversation 💡 Please keep in mind that it may take up to 1 minute to see changes in Salesforce. ## How sending chat transcripts from Tidio to Salesforce works Every time you mark a conversation with a visitor as solved we will send a chat transcript to your Salesforce account so that you can keep track of all conversations. The chat transcript is assigned to a contact in Salesforce. If there's no such contact, then it will be created. The transcript is added as a note. There are two ways to send chat transcripts to Salesforce: 1. By pressing **Solve** when you finish talking with a visitor: ![An Inbox conversation with the Solve button visible]() 1. By enabling the automatic solvingfeature in **Settings \> Workflows**: ![The Settings navigation with Workflows selected]() 💡 **Please note:** Workflows are available on the **Growth** plan and above. You can also use **Solve** manually without setting up a workflow. Inside, you will find two main tabs: **My Workflows** and **Templates**. This is where you manage all your workflows in general - see a list of your added workflows, create new ones, or browse the available templates. To enable automatic solving (for conversations and/or tickets), you will need to access the **Templates** tab: ![The Workflows Templates tab showing automatic solving templates]() For the rest of the instructions, please see [this dedicated guide]() on automatic solving. ## Further reading - [Live chat conversations]() - [Start collecting leads]()