Articles on: Guides

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.

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.

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.

Step 4: Log in and Allow Access

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.

Updated on: 02/07/2026

Was this article helpful?

Thank you!