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Orbit
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Orbit
1. Choose trigger event
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Zoho CRM
Zoho CRM logo
Zoho CRM
2. Choose action
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1. Select the event
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Orbit
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Orbit.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects Orbit and Zoho CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Activity Types
    • Activity Tags
    • Member Tags
    • Activity Keywords
    • Include activities from your teammates?
    Trigger
    Instant
    Try It
    • Member Slug
      Required
    • Source
      Required
    • Name
    • Source Host
    • Username
    • UID
    • Email
    • URL
    Action
    Write
    • Name
    • Email
    • Twitter Handle
    • GitHub handle
    • DEV profile
    • Bio
    • LinkedIn profile
    • Orbit Level
    • Preferred Pronouns
    • Tags to Add
    • Location
    • Shipping Address
    • URL
    • Company
    • Title
    • Birthday
    • Teammate
    • TShirt Size
    • Tags
    Action
    Write
    • Program Public UUID
      Required
    • Form Response
      Required
    Action
    Write
  • Orbit triggers, actions, and search
    New Member

    Triggers when a new member is created in your workspace.

    Trigger
    Instant
    Try It
    • Activity Title
      Required
    • Activity Description
    • Activity Type
    • Activity Type Key
    • Activity Link Text
    • Activity Link
    • Activity Weight
    • Activity Properties
    • Occurred at
    • Key
    • New or Additional Member Tags
    • Remove and Replace Existing Member Tags
    • Member Email
    • Member GitHub Handle
    • Member Twitter Handle
    • Member Name
    • Member Company
    • Member Shipping Address
    • Member Bio
    • Member Title
    • Member Pronouns
    • Member Location
    • Member Birthday
    • Member T-Shirt Size
    • Member Teammate
    • Custom Identity Name
    • Custom Identity Source
    • Custom Identity Source Host
    • Custom Identity Username
    • Custom Identity Email
    • Custom Identity User ID
    • Custom Identity Link
    Action
    Write
    • Member Slug or ID
      Required
    • Note
      Required
    Action
    Write
    • Member ID
      Required
    • Name
    • Shipping Address
    • T-Shirt
    • Add New Tags
    • Replace all Tags
    • Biography
    • Birthday
    • Company
    • Title
    • Location
    • Pronouns
    • Slug
    • URL
    • GitHub
    • Twitter
    • Email
    • LinkedIn
    • DEV
    Action
    Write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Orbit and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Orbit to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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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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About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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