New leads in intercom — Notes in Orbit

The scenario catches new leads in intercom and creates notes in Orbit. Runs on its own, no manual copying.

• Every new client from intercom has a note attached in Orbit.
• You don't keep context in your head — it's on the card.
• Client history builds itself from the first touch.

OrbitActiveCampaignCrowd.devFreshworks CRMKeapMonica CRMOrbitPagerDutyPipedriveIntercom