Salesforce + Orbit
What the Salesforce integration does
The Salesforce integration syncs contacts, accounts, leads, and opportunities into Orbit, and logs outbound message events back to Salesforce as activities — so reps see every SMS, WhatsApp, and email touch alongside their calls, without leaving the CRM.
How to connect Salesforce
Open the integration marketplace
In Orbit, go to Settings → Integrations and find Salesforce.
Connect your Salesforce org
Click Connect, sign in to Salesforce, and grant the requested OAuth scopes.
Confirm the sync
Contacts, accounts, leads, and opportunities start flowing into Orbit; the card shows Connected once the first sync completes.
What teams use it for
CRM context in every conversation
Agents see the caller's Salesforce record — account, open opportunities, last activity — right inside the Orbit inbox.
Activity logging without manual entry
Outbound SMS, WhatsApp, and email touches post back to Salesforce as activities automatically.
Salesforce — frequently asked
- Is the Salesforce sync one-way or two-way?
- Bi-directional. Salesforce records flow into Orbit, and outbound message events log back to Salesforce as activities.
- Do I need a Salesforce admin to connect it?
- You need permission to authorize a connected app in your org — typically a Salesforce admin approves the OAuth grant the first time.
Popular combinations
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Connect Salesforce in minutes
Salesforce is one of the integrations in the Orbit marketplace — voice, messaging, email, video, AI agents, and customer data on one platform. Start free, or talk to our team.