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Zapier

Orbit for Zapier connects your CRM to thousands of apps. Every Orbit event is an instant trigger, from a form submission or a new contact to a deal won, a meeting booked or a call analyzed, and Zap actions create, update and find contacts, companies, deals, tasks and notes. Connect with OAuth: you pick the workspace and approve what Zapier can do.

Automation

How it works

From form submission to Zapier.

1

In Zapier, create a Zap and search for Orbit

2

Pick a trigger, such as New Form Submission or Deal Won, or an action, such as Create Contact

3

Connect your Orbit account: sign in, choose the workspace and approve access

4

Map fields, test the step and turn the Zap on. Orbit sends each event the moment it happens

Zapier features
73 instant triggers: every Orbit event, from form submissions to deals, tasks, meetings, calls and comments
Create and update contacts, companies, deals, tasks and notes
Find contacts, companies, deals, tasks and notes, or find or create a contact or company
Dropdowns for owners, pipelines and stages, task types and lifecycle stages
Secure OAuth connection with scoped, revocable tokens

What you get.

Use cases

When teams use it.

1

Post a Slack message when a deal is won

2

Add a row to Google Sheets for every new form submission

3

Create an Orbit contact and deal from a Typeform or Calendly booking

4

Add a note to the deal when a contract is signed in your e-signature tool

5

Create a follow-up task when a call is analyzed

Zapier in Workflows
Start a Zap when a lead is qualified
Create a deal in Orbit from another app's order or signup
Keep a spreadsheet of won deals up to date

Works with Workflows.

Zapier works alongside Orbit workflows: Orbit events start Zaps, and Zaps write back to the CRM.

Explore more

Related integrations.

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