Orbit + BoondManager Integration

Connect Orbit to BoondManager - Automate your workflows in 1-click

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Ready workflows for Orbit + BoondManager Integration

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Create Orbit contact for new BoondManager 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 BoondManager - Orbit integration, anytime a new BoondManager 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 Candidate is created in BoondManager > Check condition > Create Member in Orbit

BoondManager + Orbit Integration

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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Orbit & BoondManager

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New Activity in Orbit
Candidate is created in BoondManager Instant
Contact is updated in BoondManager Instant
Contact is created in BoondManager Instant
Candidate is updated in BoondManager Instant
Resource is created in BoondManager Instant
Action is created in BoondManager Instant
Action is updated in BoondManager Instant
Company is created in BoondManager Instant
Company is updated in BoondManager Instant
Opportunity is created in BoondManager Instant
Opportunity is updated in BoondManager Instant
Project is created in BoondManager Instant
Project is updated in BoondManager Instant
Invoice is created in BoondManager Instant
Invoice is updated in BoondManager Instant

Create Member in Orbit
Update Member in Orbit
Get a Member in Orbit
Get a Member by Identity in Orbit
Create Member Note in Orbit
Create Activity in Orbit
Create candidate in BoondManager
Update candidate in BoondManager
Create contact in BoondManager
Search contact in BoondManager
Search candidate in BoondManager
Update contact in BoondManager
Import file in BoondManager
Create company in BoondManager
Search company in BoondManager
Update company in BoondManager
Create opportunity in BoondManager
Create resource in BoondManager
Search resource in BoondManager
Update resource in BoondManager

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Integrate Orbit & BoondManager In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Orbit & BoondManager with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Orbit or BoondManager With 1100+ Other Apps

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

BoondManager is a feature-rich ERP software that simplifies IT services and consulting firms' management. With intuitive modules for recruitment, CRM, project management, and more, it streamlines your operations and boosts productivity.

See BoondManager Integrations