Salesforce Integration
Sync leads directly to your CRM
Connect your Orbit AI forms to Salesforce CRM and automatically create or update Leads, Contacts, and Accounts when forms are submitted. Perfect for capturing leads, managing customer inquiries, and powering your sales pipeline.
Create Leads
Automatically create new Leads in Salesforce from form submissions
Update Existing
Update records if the 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
Prerequisites
- A Salesforce account (Professional, Enterprise, or Unlimited)
- Permission to install connected apps or admin access
- A form with fields to map (e.g., Email, Name, Company)
Setup Guide
- 1
Connect via OAuth
In your form's Integrations tab, click "Add Integration" and select Salesforce. Sign in with your Salesforce account to authorize the connection
- 2
Grant Permissions
Allow Orbit AI to create and update records in your Salesforce org. We only request the minimum required API permissions
- 3
Choose Object Type
Select whether to create Leads, Contacts, or Accounts. Leads are most common for capturing new prospects
- 4
Map Your Fields
Match each form field to the corresponding Salesforce field. LastName and Company are required for Leads
Field Mapping
Map your form fields to Salesforce Lead fields. LastName and Company are required.
| 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. Custom fields use the API name format with __c suffix.
Example: A custom field labeled "Lead Source Detail" might have an API name like Lead_Source_Detail__c
Tips for Success
- • If a Lead with the same email already exists, you can update it or skip the sync
- • Use the Activity Timeline option to see form submissions in the Lead's activity feed
- • Field names are case-sensitive in Salesforce — use exact API names
- • For Contacts, you only need LastName; for Accounts, you only need Name