Nutshell + Orbit Integration

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

Make use of Nutshell and Orbit automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Nutshell & Orbit using Integrately.
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Nutshell + Orbit Integration

Create Orbit contact for new Nutshell 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 Nutshell - Orbit integration, anytime a new Nutshell 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.
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Nutshell + Orbit Integration
1.
  • Nutshell
    Person is created in Nutshell

    Triggers the automation when a new person is created

    Instant
  • Nutshell
    Activity is created in Nutshell

    Triggers the automation when a new activity is created

    Instant
  • Nutshell
    Lead is created in Nutshell

    Triggers the automation when a new lead is created

    Instant
  • Nutshell
    Lead is won in Nutshell

    Triggers the automation when a lead is marked as won

    Instant
  • Nutshell
    Company is created in Nutshell

    Triggers the automation when a new company is created

    Instant
  • Orbit
    New Activity in Orbit

    Triggers the automation when a new activity occurs

2.
  • Nutshell
    Create person in Nutshell

    Generates a new person

  • Nutshell
    Search person in Nutshell

    Retrieves information about a person

  • Nutshell
    Create lead in Nutshell

    Generates new leads for potential customers

  • Nutshell
    Update lead in Nutshell

    Updates the lead information

  • Nutshell
    Search lead in Nutshell

    Retrieves information for a particular lead

  • Nutshell
    Create company in Nutshell

    Generates a new company profile with given details

  • Nutshell
    Search account in Nutshell

    Searches for account information

  • Nutshell
    Get contact by ID in Nutshell

    Retrieves a contact's information based on their id

  • Orbit
    Create Member in Orbit

    Adds a new member to the system

  • Orbit
    Update Member in Orbit

    Updates a member's information

  • Orbit
    Get Member in Orbit

    Retrieves member information

  • Orbit
    Get Member by Identity in Orbit

    Retrieves member information based on a particular identity

  • Orbit
    Create Member Note in Orbit

    Adds a note to a member

  • Orbit
    Create Activity in Orbit

    Generates a new activity or task

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