Overview: Bidirectional CRM Sync

Overview

Orbital currently supports bidirectional sync with Salesforce, Hubspot, and Attio. 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

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.

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-creation, you must set at least one Create Condition.

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.

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