Capsule CRM + Orbit Integration

Connect Capsule CRM to Orbit in 1 click

Integrate Capsule CRM + Orbit For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Capsule CRM + Orbit Workflows

Create Orbit contact for new Capsule CRM person

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 Capsule CRM - Orbit integration, anytime a new Capsule CRM person 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 Person is created in Capsule CRM > Check condition > Create Member in Orbit

Capsule CRM + Orbit Integration

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Create Your Own Capsule CRM & Orbit Integration Without Any Code

Create Custom Workflow

Person is created in Capsule CRM Instant
Person is updated in Capsule CRM Instant
Task is created in Capsule CRM Instant
Task is updated in Capsule CRM Instant
Opportunity is created in Capsule CRM Instant
Opportunity is updated in Capsule CRM Instant
Case is created in Capsule CRM Instant
Case is updated in Capsule CRM Instant
Organisation is created in Capsule CRM Instant
Organisation is updated in Capsule CRM Instant
New Activity in Orbit

Update person in Capsule CRM
Create person in Capsule CRM
Search person in Capsule CRM
Create opportunity in Capsule CRM
Search opportunity in Capsule CRM
Create task in Capsule CRM
Add note to entity in Capsule CRM
Create organisation in Capsule CRM
Search organisation in Capsule CRM
Search person or organisation in Capsule CRM
Add tag to entity in Capsule CRM
Create case in Capsule CRM
Search case in Capsule CRM
Search milestone in Capsule CRM
Create Member in Orbit
Update Member in Orbit
Get Member in Orbit
Get Member by Identity in Orbit
Create Member Note in Orbit
Create Activity in Orbit

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Capsule CRM & Orbit In 1 Click
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You Can Also Connect Capsule CRM or Orbit With 1200+ Other Apps

Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

See Capsule CRM 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