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Microsoft Dynamics 365 CRM + Orbit

Microsoft Dynamics 365 CRM + Orbit

Microsoft Dynamics 365 CRM + Orbit integrations

Create Orbit members for new Microsoft Dynamics 365 CRM contacts

Effortlessly keep your Microsoft Dynamics 365 CRM and Orbit in sync with this powerful workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation creates a new member in Orbit instantly. By streamlining contact management between the two platforms, you'll save time and ensure consistent data across your systems.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create a Member
    Create a Member
    Create a MemberAdd a new member to your Orbit workspace without an associated activity.
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More things you can do with Microsoft Dynamics 365 CRM and Orbit

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Orbit

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
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    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About Orbit
Grow your community and prove ROI with Orbit, the community experience platform for delivering stellar member experience.
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