Documentation
Salesforce integration
With Orbit’s Salesforce integration, you can begin to get the full picture of the journey from community to customer. Connecting the activities of your community and sales team can give you the following benefits:
- Give your sales team more context before emailing and meeting with leads, which helps with lead conversion.
- Allow your community team to easily flag community qualified leads (CQLs) to the sales team and bring them into the sales funnel.
Our Salesforce integration will help you take the first step towards better proving the ROI of your community.
What can you do with the Salesforce integration
- Manually or automatically send CQLs (Community Qualified Leads) to Salesforce based on custom criteria.
- Create links between a member’s Orbit and Salesforce profiles, making it easy to toggle between the two and see who is on each platform.
- Start additional Salesforce workflows on Lead creation.
- Create Reports in Salesforce to compare CQLs and other leads and track metrics.
Ready to unlock the community-sales link? We’ll walk you through how to create a lead in Salesforce from a single member’s profile and how to do it in bulk.
Adding the Salesforce integration
To add the Salesforce integration to your Orbit workspace, head to Settings > Integrations and click on the Salesforce icon.
A few things to note:
- Each person that wants to send contacts to Salesforce must connect to this integration. With this in mind, it is possible to add multiple instances of the Salesforce integration to Orbit.
- To connect an integration in Orbit, you must be a workspace owner. You can go to the Collaborators tab to see your role and ask an owner to provide you with access.
Adding Leads in Salesforce
When you connected the Salesforce integration to Orbit, you unlocked the ability to create Leads from multiple places — both manually and automatically.
Option 1: Manually create lead from a member profile
You’ve found interesting member in your Orbit workspace and want to add them to as a lead in Salesforce.
- Go to their member profile
- Click the Actions button.
- Click Create Lead in Salesforce. This will open a modal where you can preview what information will be sent to Salesforce (where the data is available, we attempt to add the Member’s first name, last name, email address, city, country, state, company and company website on their lead profile).
- If you have more than one Salesforce account connected, use the dropdown to select which instance you’d like to send the contact info to.
- Use the description box to add any additional context to the lead.
- Click Create
- Look at the Actions tab on the member’s profile to see if the action has completed successfully.
- If it has not succeeded, click the banner at the top right of the page. It will take you to a log page where you can learn more or visit Settings > Actions Log to see the status of your Lead creation.
Option 2: Bulk-create leads
It is also possible to add single, and multiple leads that match any Filter criteria on the Orbit Member’s view. This is useful for creating leads that might have all participated in the same activity, such as attending an event.
You can do this from the Members table or from a Member list.
- Select members from the table
- Click Actions → Create lead in Salesforce.
- This will open a modal where you can double check who you are sending over, and what email will be used to create their lead record in Salesforce.
- Add a description for the lead if you’d like.
- Click Create. The magic will happen in the background.
If you want to check on the status of your action, click the banner on the upper right of your screen, and it will take you to a log that tells you more. There, you can view the status of your contact creation.
You can view a log of what activity has been performed at any time by clicking on Settings > Actions Log. There you can see all the different contact creation runs in one place.
Option 3: Automatically create leads from the Workflows tab
Lastly, you can automatically create leads in Salesforce when members match specific criteria.
- Go to the Workflows tab
- Click on Create Lead in Salesforce and set up your workflow.
- For workflow step 1, leave it as is unless you want this to happen hourly.
- For workflow step 2, choose your filters.
- For workflow step 3, add a description to these leads.
- Click Run Workflow. It will immediately run on matching members.
- You can see this run and your new workflow in the Workflows list on the Workflows tab.
You may have noticed that for the Salesforce workflow, there is one filter by default: filtering for members with an email address. This is here because members need an email address to added to Salesforce as a lead. Adding this filter will ensure you don’t see as many failures in your workflow runs.
FAQ
Who will get added as a lead in Salesforce?
Anyone you select that has an email address. The email address is used to ensure that contacts are not created as duplicates, as well as attaching additional information about the company that the contact works for. Because of this requirement, Leads cannot be created without an email address.
We use a member’s primary email address to create their contact in HubSpot.
Why did Orbit add a duplicate contact to Salesforce?
This can happen if your member in Orbit has a different primary email than the one saved in Salesforce. To prevent duplicates from happening, you can first check the primary email of a member to make sure it is the one you want to associate with their Salesforce contact. To change their primary email, go to their Orbit profile and change which email has the star icon.
How do I check if creating leads worked?
If you created a contact manually, go to Settings > Actions Log to see the status of your run. Click on it to see which members succeeded, who already existed in Salesforce, who could not be sent and why.
If you created a contact via workflows, go to Workflows and click on your workflow to look at all past runs.
What new info will I now see on members in Orbit?
If a member has been added to Salesforce, you will now see a Salesforce identity on their Orbit profile. This identity also serves as a clickable shortcut to their SFDC profile.
- Salesforce integration
- What can you do with the Salesforce integration
- Adding the Salesforce integration
- Adding Leads in Salesforce
- Option 1: Manually create lead from a member profile
- Option 2: Bulk-create leads
- Option 3: Automatically create leads from the Workflows tab
- FAQ
- Who will get added as a lead in Salesforce?
- Why did Orbit add a duplicate contact to Salesforce?
- How do I check if creating leads worked?
- What new info will I now see on members in Orbit?