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Orbit + Salesforce Integrations

How to connect Orbit + Salesforce

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  • Orbit triggers, actions, and search
    New Activity
    Triggers when a new activity is created in Orbit
    Trigger
    Scheduled
  • Orbit triggers, actions, and search
    Create Activity
    Save an activity to a Member profile in Orbit.
    Action
    Write
  • Orbit triggers, actions, and search
    Create Member
    Add a new member to your Orbit workspace.
    Action
    Write
  • Orbit triggers, actions, and search
    Create Member Note
    Creates a new note for a member in your Orbit workspace. If the member cannot be found, then a new member is first created and the note added to the new member.
    Action
    Write
  • Orbit triggers, actions, and search
    Update Member
    Updates a Member's profile on your Orbit workspace.
    Action
    Write
  • Orbit triggers, actions, and search
    Get a Member
    Retrieves a Member in a Workspace using their member ID or slug
    Action
    Search
  • Orbit triggers, actions, and search
    Get a Member by Identity
    Finds a member in your Orbit workspace using their email address, or Twitter, GitHub, Discord, or LinkedIn username.
    Action
    Search
  • Salesforce triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    Scheduled

    Trigger

  • Salesforce

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Trigger

  • Salesforce

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

How Orbit + Salesforce Integrations Work

  1. Step 1: Authenticate Orbit and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
orbit logo
orbit logo

About Orbit

Grow your community and prove ROI with Orbit, the community experience platform for delivering stellar member experience.
Learn more
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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