Integrations

Orbital supports integrating your CRM to build with agents on top of your existing data. This becomes your data source to send and fetch data. There are 4 key integrations to choose from:

Example:

This example outlines the steps to integrate Salesforce with Orbital, ensuring proper mapping and synchronization of data.

Step 1: Authenticate and connect

• Click on 'Settings' located at the bottom left of the screen.

• Select 'Integrations' from the left tab.

• Click on 'Add Integration'.

• Select 'Salesforce'.

• If already logged in, it will connect automatically without requiring credentials.

Step 2: Manage permissions

• Next to the connected accounts, click on the 3 elipses.

• Set permissions for accounts, contacts, leads, opportunities, and location.

• Choose 'Read' if you only want to pull data from Salesforce.

Step 3: Understand Sync Types

• Incremental Sync: Updates existing records.

• Full Reset: Fetches all records from Salesforce.

• Rebuild: Updates records without fetching all data again.

Step 4: Map Salesforce Objects to Orbital Entities

• Review default mappings for standard fields.

• Manually update mappings if necessary.

• Check that fields like 'Account Name' and 'Account Website' are correctly mapped.

• Example: Company mapping as below is automatically picked by orbital.

Step 5: Set up deduplication rules

• It is important to set how you want to manage duplicate and redundant data that might occur.

• Default deduplication is based on domain (website).

• Add additional deduplication rules if required.

• NOTE: Be cautious when changing deduplication settings as it may affect data integrity.

Step 6: Apply sync and monitor the history.

• Click 'Apply Sync' to start the synchronization process.

• Navigate to 'Settings' > 'Companies' > 'Sync Log' to view the status of the sync.

• Check sync history to confirm the sync has started.

• Verify that data from Salesforce has been correctly mapped into Orbital.