Scriptera
Orbit and Salesforce automations — Sales & Leads
Ready-made scenarios where Orbit and Salesforce work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
46 scenarios
- Leads from Salesforce land directly in Orbit
- New contacts in Salesforce — Notes in Orbit
- Updated deals in Pipedrive — Activities in Pipedrive
- Updated contacts in Salesforce — Members in Orbit
- New deals in Salesforce — Members in Orbit
- Updated contacts in Salesforce — Updating notes in Orbit
- New Salesforce leads land in Orbit
- Updated leads in salesforce — Notes in Orbit
- New deals in Salesforce — Updating members in Orbit
- Updated deals in Salesforce — Notes in Orbit
- New contacts in Salesforce — Members in Orbit
- New leads in Salesforce — Deleting members in Orbit
- New deals in Salesforce — Notes in Orbit
- Updated leads in salesforce — Members in Orbit
- Updated fields in Salesforce — Notes in Orbit
- New leads in Salesforce — Updating members in Orbit
- New contacts in Salesforce — Deleting members in Orbit
- Updated leads in salesforce — Activities in Orbit
- New contacts in Salesforce — Updating notes in Orbit
- Updated deals in Salesforce — Members in Orbit
- New leads in Salesforce — Updating notes in Orbit
- New members in Orbit — Updating contacts in Salesforce
- New leads in Salesforce — Notes in Orbit
- New members in Orbit — Tasks in Salesforce
- Updated contacts in Salesforce — Updating members in Orbit
- Updated contacts in Salesforce — Updating members in Orbit
- New posts in Orbit — Leads in Salesforce
- Updated contacts in Salesforce — Members in Orbit
- Updated contacts in Salesforce — Activities in Orbit
- New posts in Orbit — Deals in Salesforce
- New leads in Salesforce — Members in Orbit
- New leads in Pipedrive — Activities in Pipedrive
- New contacts in Salesforce — Members in Orbit
- New posts in Orbit — Contacts in Salesforce
- Updated contacts in Salesforce — Notes in Orbit
- New members in Orbit — Leads in Salesforce
- New Salesforce entries become Orbit subscribers
- On a schedule — Contacts in Salesforce
- Deleted members in Orbit — Deleting contacts in Salesforce
- New leads in Salesforce — Members in Orbit
- New contacts in Salesforce — Notes in Orbit
- New contacts in Salesforce — Activities in Orbit
- New meetings in ciscoWebex — Deleting contacts in Salesforce — variant 2
- New members in Orbit — Contacts in Salesforce
- Route each new order into your CRM, invoices, and mailing list
- Leads from a post's likes and comments — straight to your CRM
