Customerly + Orbit Integration

Connect Customerly to Orbit in 1 click

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

Popular Customerly + Orbit Workflows

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

Customerly + Orbit Integration

Activate

When Lead is created in Customerly > Check condition > Create Member in Orbit

Customerly + Orbit Integration

Activate

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Create Automation

Lead is created in Customerly Instant
User is created in Customerly Instant
User is tagged in Customerly Instant
User is unsubscribed in Customerly Instant
Lead converted to user in Customerly Instant
New Activity in Orbit

Create user in Customerly
Add tag to user in Customerly
Create lead in Customerly
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

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You Can Also Integrate Customerly & Orbit With 1100+ Other Apps

Customerly is the fully integrated CRM system for e-commerce businesses. It helps you boost your customer engagement, automate your marketing and sales processes, convert more customers, and grow your business.

See Customerly 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