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Connect your Orbit AI forms to Salesforce CRM and automatically create or update Leads, Contacts, and Accounts when forms are submitted. This integration is perfect for capturing leads, managing customer inquiries, and powering your sales pipeline.Overview
Here’s the idea in plain terms:- You connect Salesforce to Orbit AI via OAuth authentication.
- When someone submits a form, Orbit creates or updates a Lead, Contact, or Account in Salesforce.
- Form fields are mapped to Salesforce fields (standard or custom).
- Branded activity notes appear in the record’s timeline.
Why This Matters
Salesforce is the world’s leading CRM. By connecting your forms to Salesforce, you ensure every lead is captured immediately, no manual data entry is required, and your sales team can follow up faster with complete information.Key Features
Create Leads
Automatically create new Lead records from form submissions.
Smart Deduplication
Update existing records if email already exists in your CRM.
Field Mapping
Map form fields to any standard or custom Salesforce field.
Activity Timeline
Create branded Orbit AI tasks visible in record timelines.
Step 1: Connect via OAuth
First, connect your Salesforce account to Orbit AI using secure OAuth authentication.What to do
What this does
- Securely connects your Salesforce account without sharing your password.
- We only request the minimum API permissions needed.
Step 2: Choose Object Type
Select whether to create Leads, Contacts, or Accounts from form submissions.What to do
Step 3: Map Your Fields
Match each form field to the corresponding Salesforce field.Common Lead Field Mappings
| 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 |
Using Custom Fields
You can map form fields to any custom Salesforce field using the API name.Finding Custom Field API Names
- Custom fields use the API name format with
__csuffix. - Find API names in Setup → Object Manager → Lead → Fields & Relationships.
- Example: A “Lead Source Detail” field might have API name
Lead_Source_Detail__c
Common Issues and Fixes
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