> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.picktime.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Connect Salesforce CRM with Picktime

Picktime lets you connect Salesforce so you can export new Picktime customers to your Salesforce CRM account. This helps you keep customer details organized and makes it easier to manage customer relationships from Salesforce.

### Step 1: Go to Setup and Open Integrations

From your Picktime dashboard, click **Setup** from the left-side menu.

On the Setup page, click **Integrations**. This will open the apps and integrations available for your Picktime account.
![](https://storage.crisp.chat/users/helpdesk/website/-/3/a/c/b/3acb5c6ec6643a00/setup-integrations_vtlthj.jpeg)

### Step 2: Select Salesforce

On the Integrations page, scroll to the **CRM Softwares** section.

Click **Salesforce** from the list of CRM integrations.

This will open the Salesforce integration page.
![](https://storage.crisp.chat/users/helpdesk/website/-/3/a/c/b/3acb5c6ec6643a00/sf_ac5s78.jpeg)

### Step 3: Connect Your Salesforce Account

On the Salesforce integration page, click **Connect** on the right side of the screen.

Wait for the pop-up window to appear.
![](https://storage.crisp.chat/users/helpdesk/website/-/3/a/c/b/3acb5c6ec6643a00/sf1_1i3cfn3.jpeg)

### Step 4: Log in and Allow Access

Log in to your Salesforce account from the pop-up window.

After logging in, click **Allow** to give Picktime access to connect with your Salesforce account.

Once connected, your new Picktime customer details can be exported to your Salesforce CRM account.


|| Note: First name, last name, and email address are mandatory for customer details to reflect in Salesforce contacts.