Setting Up Your Companies in Orbital

Before you begin: Make sure you have already connected your CRM integration via Settings → Integrations. This page is the next step once your integration is live.

The Companies settings page is where you configure how your company data is structured, where it comes from, and how to keep it clean. This guide walks you through each section so you can get set up confidently.

Section 1 — 🔁 Deduplication

When data is pulled from your CRM, there's a chance the same company appears more than once — perhaps entered at different times or by different team members. Deduplication tells Orbital how to automatically detect and handle these overlapping records so your data stays clean.

How to set it up

Step 1 — Choose your matching condition Select the field that Orbital should use to identify duplicates. For most teams, matching on Domain (the company's website) is the recommended starting point.

Step 2 — Add more conditions if needed Use "+ and condition" to require multiple fields to match, or "+ or condition" if a match on any one field should be enough to flag a duplicate.

⚠️ Caution: Changing deduplication rules after your first sync can affect how existing records are matched. We recommend finalising these settings before running your first full sync.

Section 2 — 🔗 Connected Objects

This section shows which objects from your CRM are currently linked to the Companies entity in Orbital. It confirms that the right data source is flowing into the right place.

Each connected object shows the number of fields currently mapped from that source. If you need to change the source, simply disconnect the existing object and reconnect the new one.

📌 Note: Only one connected object per integration is supported at this time.

🔀 Multiple CRM Sources — Orbital supports connecting data from more than one CRM. You can add a separate integration (e.g., Salesforce and HubSpot simultaneously) to pull company data from multiple sources into one unified view.

Section 3 — 📋 Fields

The fields table lists every piece of information Orbital stores about a company — such as name, website, industry, location, and more. Each field maps directly to a corresponding field in your CRM so that data syncs correctly between the two systems.

Understanding each column

Review the list and confirm that the fields you care about are correctly mapped to the right CRM fields. You can edit any mapping by clicking the pencil icon on that row.

Section 4 — ➕ Adding a New Field

If there's a detail about companies that isn't already being tracked, you can create a custom field. Click "+ Add New Field" in the top right corner to open the panel.

Steps to add a field

Step 1 — Enter a Field Name Give the field a clear, descriptive label your team will recognise — for example, "Annual Revenue" or "Primary Use Case".

Step 2 — Select the Type Choose the format that best suits the data you want to capture. See the full list of available types below.

Step 3 — Set Length Limits (optional) For text fields, you can define a minimum and maximum character length to keep entries consistent.

Step 4 — Enable Enrichment (optional) Rather than filling in this field manually, you can assign an AI Agent to populate it automatically. Toggle Enrichment to "Agent" and select the appropriate agent from the list. Use the search bar to find the right one for your use case.

Step 5 — Save the field Click "Add New Field" to confirm. The field will now appear across all your company records.

Available Field Types

Orbital supports a variety of field types — such as text, numbers, dates, URLs, and more. Choose the type that best matches the kind of data you want to store for that field.

💡 Tip: Choosing the right type matters — it affects how the field is displayed, filtered, and used by AI agents downstream.

AI Enrichment Agents

When Enrichment is enabled, you can browse and select from a range of AI agents — each designed to automatically populate a specific type of company information.

Use the search bar within the agent selector to find the right agent for the field you are creating.

Section 5 — 🔄 Applying Your Changes

Any time you update field mappings, deduplication rules, or add new fields, Orbital will show a notification banner reminding you that there are pending configuration changes.

Click "Apply & Sync" to push all your changes live and trigger a fresh data sync from your CRM. Once applied, head to Settings → Companies → Sync Log to monitor progress and confirm everything has come through correctly.

⚠️ Always review your field mappings and deduplication settings before clicking Apply & Sync — especially for your first sync. Once a sync starts, it processes all records based on the current configuration.