Key Features
Multi-Object Support
Create Leads, Contacts, or Accounts from submissions
Custom Field Mapping
Map form fields to any standard or custom Salesforce field
Duplicate Handling
Update, skip, or create new records for duplicates
Activity Timeline
Branded Orbit AI tasks appear in record timelines
Setting Up the Integration
Connect your Salesforce org
Go to Integrations in your dashboard and click “Connect” on the Salesforce integration. Sign in with your Salesforce credentials to authorize Orbit AI.
Select your object type
Choose whether to create Leads, Contacts, or Accounts. Leads are most common for web forms capturing new prospects.
Map your fields
Connect form fields to Salesforce fields. For Leads, LastName and Company are required. For Contacts, LastName is required. Email is recommended for duplicate detection.
Configure duplicate handling
Choose what happens when a record with the same email already exists: update the existing record, skip the sync, or create a new record anyway.
Supported Object Types
| Object | Required Fields | Best For |
|---|---|---|
| Lead | LastName, Company | New prospects, marketing forms |
| Contact | LastName | Customer inquiries, support forms |
| Account | Name | Company signups, B2B forms |
Common Field Mappings
Here are common form field to Salesforce field mappings for Leads:| Form Field | Salesforce Field | Required |
|---|---|---|
| Optional | ||
| First Name | FirstName | Optional |
| Last Name | LastName | Required |
| Company | Company | Required |
| Phone | Phone | Optional |
| Job Title | Title | Optional |
| Website | Website | Optional |
| Message | Description | Optional |
Duplicate Handling
When a record with the same email already exists, you can configure how the integration behaves:Update existing record
The existing record is updated with the new form submission data. This is the default and most common option. (Recommended)Skip sync
The form submission is ignored if a matching record already exists. Use this to prevent duplicate contacts.Create new record
Always create a new record, even if a duplicate exists. Use with caution as this can lead to duplicate data.Using Salesforce in Workflows
For advanced use cases, add Salesforce as a destination in your workflows. This allows you to:- Only sync leads to Salesforce after AI qualification
- Enrich data with Clay before creating records
- Route to different objects based on form responses
- Add conditions before syncing (e.g., only for enterprise leads)
Troubleshooting
Required Permissions
When you authorize Orbit AI, we request the following Salesforce permissions:| Scope | Why we need it |
|---|---|
api | Access the Salesforce REST API to create and update records |
refresh_token | Keep the connection active without requiring re-authorization |
id | Identify your Salesforce organization and user |
