Salesforce
Connect Orbit AI to Salesforce and automatically create Leads, Contacts, and Accounts from form submissions. See branded Orbit AI activities in your Salesforce record timelines.
How it works
Connect your Salesforce org via OAuth authentication
Grant Orbit AI permission to create and update records
Select the object type (Lead, Contact, or Account)
Map your form fields to Salesforce fields
Enable the integration - new submissions automatically sync to Salesforce
Features
- Automatic Lead, Contact, and Account creation
- Custom field mapping to any Salesforce field
- Duplicate detection and configurable handling
- Orbit AI branded activity timeline tasks
- OAuth-based secure connection
- Real-time sync on form submission
Use cases
Capture leads from your website forms
Create contacts from customer inquiries
Build account records from company signups
Trigger Salesforce workflows on form submission
Works with Workflows
Add Salesforce as a destination in your workflows to sync enriched and qualified leads.
Only sync leads to Salesforce after AI qualification
Add enriched company data from Clay before syncing
Route leads to different objects based on form responses
Slack
HubSpot
Close CRM
Attio
AirtableReady to connect Salesforce?
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