Overview: Push to CRM

Overview

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

• Push to CRM: sync a specific 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

Continue reading this article for Push to CRM. Read more about bidirectional sync here: Overview: Bidirectional CRM Sync.

Auth

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

Initiating a Push to CRM

You can initiate a Push to CRM from Discover, Workflows, and Universe.

To initiate a push to CRM, add an Action to your table. Salesforce and Hubspot both have two actions:

• Salesforce/Hubspot Sync: Push record to CRM.

• Find Salesforce/Hubspot Record: Look up record in your CRM.

Mapping Orbital <> CRM Fields

Select which integration you want (if you have multiple) and then select the CRM Object you want to sync the data to.

Next, map the Destination fields in your CRM to the fields in your Orbital Table. Type /slash to view all column names in your table.

Matching Logic

You can match a row in your Orbital table to a record in your CRM two different ways:

• Update By Object ID: Checks the object ID to see if it matches the field you've selected as the input.

• Update By Match: Checks whether the Destination Field matches the Condition. You can combine multiple rules with and/or statements.

Additional Configuration

• Update: When this is selected, Orbital will also update this specific field rather than only run when a new record is created.

• Skip If Empty: If Orbital has an empty value, then it won't try to override this specific CRM field.

• Skip Update: Orbital will not update any CRM records whenever a record is matched. It will only run when a new record needs to be created.