> For the complete documentation index, see [llms.txt](https://docs.withorbital.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.withorbital.com/integrations/overview-bidirectional-crm-sync.md).

# Overview: Bidirectional CRM Sync

## Overview

Orbital currently supports two sync methods for Salesforce, Hubspot, and Attio:

* **Push to CRM:** sync a specific workflow or table of data back to your CRM (Hubspot and Salesforce only)
* **Bidirectional sync:** Auto-update records in your CRM and sync new records based on rules, so you can set it and forget it

With Bidirectional Sync, you can:

* Auto-sync all CRM data into Orbital, so you can easily access CRM data in Orbital without needing to manually export from your CRM
* Auto-sync Orbital record updates back into your CRM
* Create new records in your CRM when certain conditions are met

Continue reading this article for Bidirectional Sync. For Push to CRM, read [Overview: Push to CRM](/integrations/overview-push-to-crm.md).

## Authentication

Navigate to **Settings > Integrations** and select **Connect** next to the CRM you want to connect. Follow the OAuth instructions to authenticate your CRM account.

## Mapping Objects

Map your Orbital fields to your CRM fields. If there are CRM fields you want to create in Orbital, navigate to **Settings** > **Universe** and select the relevant object(s). Then click **Add New Field** in the top right to add custom fields in Orbital.

You can always go back and edit your Orbital <> CRM mappings in the future via settings.

## Auto-Create CRM Records

If you want, you can set up Orbital to auto-create records in your CRM under specific circumstances.&#x20;

Note: **Orbital will never create a duplicate record.** Before creating anything new, Orbital always checks for an existing match in your CRM using your **Unique Fields** settings (see **Matching Orbital and CRM Objects** below).

By default, Orbital will not *auto-create* new CRM records. To enable auto-creatio&#x6E;**,** you must set at least one **Create Condition.**&#x20;

Do this by by clicking **Add create condition for companies** in the Sync Mapper. Example Create Conditions:

* When "Tier = Tier 1" OR "Tier = Tier 2"
* When "Sync to CRM" = TRUE

Once you set a Create Condition, anytime a record matches that criteria it will first check if an existing record already exists in your CRM based on your **Unique** **Fields settings** (read below). If there is not an existing record, Orbital will auto-create a record with the fields that you've mapped.

## Auto-Update CRM Records

By default, Orbital will auto-update CRM records when a value on a matching Orbital record is updated.&#x20;

If you want to only update records under certain circumstances, then click **Add update condition for record.**

## Matching Orbital and CRM Objects

Orbital records match with your CRM records based on your **Unique Fields** settings for that object. By default:

* **Accounts** are matched based on domain
* **People** are matched based on email

You can add **AND / OR** changes to your uniqueness settings by navigating to the relevant object in Settings > Universe and selecting **Unique Fields.**

* **AND Condition:** Simply select the dropdown and select a second attribute if you want to add a second field as an AND rule.
* **OR Condition:** Click **Add Group** if you want to add an OR condition (e.g., domain matches OR name matches)

## FAQ

* **Additional CRMs / Sandboxes:** You can connect multiple CRMs, including a sandbox CRM. Click **Manage** next to the CRM integration and then connect the additional CRM.
* **One-Way CRM Sync:** Orbital also supports a one-way CRM sync from workflows