Coming Soon

The Salesforce integration is currently in development. Check back soon for updates.

Salesforce Integration

Coming Soon

Sync leads and contacts to your CRM

The Salesforce integration automatically creates Leads, Contacts, or Accounts in your Salesforce org when forms are submitted. Map form fields to Salesforce fields, configure duplicate handling, and see branded Orbit AI activities in your record timelines.

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.

Enable activity timeline

Optionally create an Orbit AI branded Task on each synced record so you can see the form submission in the record's activity timeline.

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
Email	Email	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

Recommended

The existing record is updated with the new form submission data. This is the default and most common option.

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)

Pro tip: Use workflows to enrich lead data with Clay before syncing to Salesforce for more complete records with company size, industry, and technology stack.

Troubleshooting

Records not creating in Salesforce?

Check that you've mapped all required fields. For Leads, LastName and Company are required. Check the integration logs for specific error messages.

Fields not appearing in mapping dropdown?

Orbit AI shows createable and updateable fields. Some system fields like Id and CreatedDate cannot be mapped. Custom fields should appear if your user has permission.

Connection was disconnected?

Salesforce tokens expire if not used for extended periods. Reconnect from the Integrations page to re-authorize Orbit AI.

Sandbox vs Production?

The integration connects to your Salesforce production org by default. Contact support if you need to connect to a sandbox environment.

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

Orbit AI only accesses objects you configure for the integration. All data is transmitted securely over HTTPS.

Next Steps

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