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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 leads

Effortlessly manage your new leads from Microsoft Dynamics 365 CRM by adding them as members in your Orbit workspace with this seamless workflow. Once activated, each new lead in your CRM will be instantly transformed into a member in Orbit, saving you time and ensuring that all your contacts are organized and easily accessible. Improve your lead nurturing process and collaborate efficiently by using this practical automation.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead 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
    Try It
    • 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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