Act! 365 + Orbit Integration

Connect Act! 365 to Orbit - Automate your workflows in 1-click

Make use of Act! 365 and Orbit automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Act! 365 & Orbit using Integrately.

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Ready Workflows For Act! 365 + Orbit Integration

Just click on the workflow you want to automate

Create Orbit contact for new Act! 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Act! 365 - Orbit integration, anytime a new Act! 365 contact is created, an Orbit contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

When New contact is created in Act! 365 > Check condition > Create Member in Orbit

Act! 365 + Orbit Integration

Activate

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Create Your Own Act! 365 & Orbit Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

New contact is created in Act! 365
Triggers the automation whenever a new contact is added
New Activity in Orbit
Triggers the automation whenever a new activity occurs

Create contact in Act! 365
Automatically adds a new contact to the database
Create Member in Orbit
Automatically adds a new member to the system
Update Member in Orbit
Automatically updates a member's information
Get Member in Orbit
Automatically retrieves member information
Get Member by Identity in Orbit
Automatically retrieves member information based on a particular identity
Create Member Note in Orbit
Automatically adds a note to a member
Create Activity in Orbit
Automatically generates a new activity or task

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Act! 365 & Orbit In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or Orbit With 1200+ Other Apps

Act! 365 is a powerful sales and marketing software that is available in the cloud. It helps you take care of everything from managing contacts to tracking deals using your smartphone.

See Act! 365 Integrations

Orbit helps you create, design and maintain a community that drives growth. Our platform lets you build, engage and measure your community with ease to prove ROI while creating amazing member experience.

See Orbit Integrations