All answers
Buying and evaluation

Does relationship intelligence software integrate with my CRM, or is it another tool to log into?

Both, and the question decides whether reps use it. Every serious tool in this category connects to Salesforce or HubSpot, but connecting is not the same as surfacing: some write paths back into the CRM record a rep already has open, others only ingest CRM data and show results in their own app. Ask which, in a demo, on your own data.
October 2, 2026

The distinction that matters

Ingests from your CRMSurfaces inside your CRM
What it doesReads accounts, contacts, activity to build the graphPuts the warm path on the record the rep is already looking at
Rep behaviourOpen a second tab, remember to checkSees it without deciding to
Failure modeUsed in week one, forgotten by week sixNone, if the data is good

Almost every vendor does the first. Fewer do the second, and the demo rarely makes the difference obvious, because in a demo someone is already looking at the tool.

What Orbb connects to

Documented integrations: Salesforce, HubSpot, Google Workspace, Office 365, Gong, Outreach, Slack and Teams.

CRM connections use OAuth rather than credentials. The Salesforce integration requests the standard id, profile, email, address, phone and api scopes; Google Workspace connects read-only through domain-wide delegation, with no capability to write or modify anything.

There is also a Model Context Protocol server, so paths can be pulled directly from an AI assistant without opening any UI at all.

Questions to ask in the demo

  1. Show me a warm path on a Salesforce record, not in your app. Where does it appear, and did a rep have to do anything to see it?
  2. Which object does it write to? A custom field, a related list, a panel? Who maintains it after we change our page layouts?
  3. What happens to the data if we leave? If the graph only exists in your system, the paths leave with you.
  4. Does it write anything back at all? Some teams specifically do not want a third party writing to their CRM; others want exactly that. Both are reasonable, and you should know which you are buying.
  5. Run it on our own accounts. Coverage against a vendor's sample data tells you nothing about coverage against yours.

The reason this question keeps coming up

Relationship intelligence competes for attention with every other tab a rep has open. A warm path that requires someone to remember to go looking for it is, in practice, a warm path nobody finds.

That is why the integration question is really an adoption question, and why it should be answered on your CRM with your records in front of you - not in a slide.

Related questions

Browse every answer in the directory
Orbb finds the warm paths into your target accounts and names the colleague who can make the introduction.
See it on your own accounts