Orbit + Salesmate Integration

Connect Orbit to Salesmate in 1 click

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

Popular Orbit + Salesmate Workflows

most-popular-automations
Salesmate + Orbit Integration

Create Orbit contact for new Salesmate 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 Salesmate - Orbit integration, anytime a new Salesmate 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.
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Orbit + Salesmate Integration
1.
  • Orbit
    New Activity in Orbit
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
2.
  • Orbit
    Create Member in Orbit
  • Orbit
    Update Member in Orbit
  • Orbit
    Get Member in Orbit
  • Orbit
    Get Member by Identity in Orbit
  • Orbit
    Create Member Note in Orbit
  • Orbit
    Create Activity in Orbit
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate
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