Integrations
Built where your revenue team already lives.
Your team keeps the tools it already has open, and Orca connects to them. And if a system works with your CRM and speaks OpenAPI, we can wire it up fast.
Gong call · Bluepeak
Harry C. at 14:03
Referral mentioned
In Slack · #cs-bluepeak
Echo · APP · 2:15 PM
@Walt F. Referral mentioned at Bluepeak. Harry C. on today's call:
“If a buyer wants to hear it from a customer, give them my number.”
Consent on file
Not asked in 90 days
Confirm the offer · Open in Orca · Walt F. · 2:17 PM
Confirmed. Harry C. is ready for reference calls.
Salesforce
In Salesforce · Bluepeak
Account · Bluepeak · Account owner · Nina A. · Activity · Today
Logged by Echo · 2:15 PM
Harry C. on today's call: “If a buyer wants to hear it from a customer, give them my number.”
Advocates (1) · Harry C. · Reference calls · Ready to ask
Teams
In Teams · Sales
2:16 PM
Reggie J. A new reference for RevOps buyers, ready to ask.
Bluepeak · Gong call
“If a buyer wants to hear it from a customer, give them my number.”Harry C.
Logged on the account and confirmed by Walt F. Match Harry C. to the next deal that needs a RevOps voice.
Request reference · Reggie J. · 2:20 PM
Perfect. Asking Harry for my RevOps deal next week.
Your systems in. One signal stream out. Echo, Orca's Customer Intelligence Agent, reads what your teams already produce, dedupes and scores it, and routes each signal to the place that team already works.
Pick the tools you run, one per row. This is your stack.
YOUR SOURCES · CRM
Accounts, opps, stage history
CRM · Call intelligence · Calls, transcripts, sentiment · VOICE · Customer success · Health, NPS, scorecards · HEALTH · Ticketing
Support cases, incidents, escalations
TICKETS · Warehouse & BI
Usage, billing, product data
DATA · Community
Engagement, advocates in the wild
COMMUNITY · The Pod
Orca's advocate community: points, rewards, referrals
IN ORCA
SIGNAL LAYER
DETECT · SCORE · ROUTE
7sources → 7destinations · ROUTED TO
Where your team works
CSM and AE channels, account threads
REALTIME · Sequences & plays
Cadences · expansion and renewal plays
OUTBOUND · The Orca Platform
Signal inbox, account view, playbook runs
IN ORCA · Orca Deal Rooms
Curated proof for the buyer, every open tracked back to the opp
DEAL ROOM · Orca Content Studio
Win wires, case studies, QBR decks and customer video, generated in-house
IN HOUSE · Salesforce write-back
Fields, tasks, opp and account updates
SYNC · Your own interface
Run Orca headless: our widgets inside a UI your team designed
HEADLESS
Directory
Find your stack.
Every integration, by the job it does.
Not on the list?
Echo connects to any MCP server, so it may already work.
32 shown · Native · Salesforce managed package
Runs on your own model key
Orca's own
CRM · Salesforce
CRM · Signal deliveryManaged package
What Orca does with it
Orca installs in Salesforce as a managed package, so advocate and reference records live in your org beside Accounts and Opportunities. Signals and activity write back to Salesforce.
How it flows
- Installs as a managed package
- Records live in your org
- Signals and activity write back
Also in CRM · 1
Any MCP server
Echo connects to any system that runs an MCP server, so every signal can become an action in a tool you already run.
- A signal
- Any MCP server
- An action in a tool you already run
Bring your own key
Your AI. Your keys.
Orca's AI layer is bring-your-own-key. Connect your organization's own account with OpenAI, Anthropic, Google Gemini, AWS Bedrock or Azure OpenAI. Add your API token in the integrations tab, and Echo runs on the model your security team has already approved.
Prompts and data go to your own model tenant, under the terms your security team already signed. That is the architecture, not a feature.
OpenAI · Anthropic · Google Gemini · AWS Bedrock · Azure OpenAI
Separately, Orca ships its own MCP server for AI workspaces. Point your AI assistant, or any MCP-compatible agent, at mcp.orcaforce.co/mcp and it can find advocates, match references and pull approved proof mid-conversation.
Integrations · AI provider
Your model account · OpenAI · Connected · Anthropic · Google Gemini · AWS Bedrock · Azure OpenAI · API token · ••••••••••••••••••••••••
MCP server · 1 · mcp.orcaforce.co/mcp · The CRM-native difference
Where does the record live?
An integration is a spreadsheet someone emails you every night. It is a copy, it is a day old, and it has no room for your own formulas. Native is the shared sheet you already work in.
If it integrates with your CRM and has an OpenAPI spec, we can build the connection fast. Ask us about yours.
Where the record lives
Another system · In Salesforce
In the other system, with a copy synced to Salesforce
In your Salesforce org
Flows see the synced copy
Flows, validation rules and approvals run on the record
A renamed field or an expired token can stop the sync
Fields, layouts and permissions your admin already manages
Missing part of your stack? Ask.
Our integration roadmap is pulled forward by our customers, not pushed by us. If your revenue team lives in it, we want Orca working inside it.
