Salesflare Salesflare Integrations

Orbit AI CRM and Salesflare

Sales & CRM orbitforms.ai ↗

How to connect Orbit AI CRM

What you can automate

  • When company Created in Orbit AI CRM, find or create account in Salesflare.
  • When company Tag Added in Orbit AI CRM, find or create account in Salesflare.
  • When company Updated in Orbit AI CRM, find or create account in Salesflare.
  • When contact Company Link Changed in Orbit AI CRM, find or create contact in Salesflare.
  • When contact Created in Orbit AI CRM, find or create contact in Salesflare.
  • When contact Changed Jobs in Orbit AI CRM, find or create contact in Salesflare.

About Orbit AI CRM

Orbit AI CRM is a sales CRM built for AI agents, with forms, AI lead qualification, meeting booking, email sequences, and contact, company and deal records.

Orbit AI CRM operations on Zapier

Triggers (65)

Start a workflow when this happens

  • Added to List — Triggers when a contact or company was added to a static list.
  • Call Analyzed — Triggers when AI feedback for a call is ready.
  • Call Completed — Triggers when a dialer call ended.
  • Call Transcribed — Triggers when a call's transcript is ready to fetch.
  • Comment Deleted — Triggers when a comment was deleted.
Show 60 more triggers
  • Comment Edited — Triggers when a comment's text was edited.
  • Comment Posted — Triggers when someone commented on a note or logged activity.
  • Companies Merged — Triggers when another company was merged into this one.
  • Company Created — Triggers when a company was created.
  • Company Deleted — Triggers when a company was deleted, or moved to Recently deleted.
  • Company Restored — Triggers when a company came back from Recently deleted, with its links to contacts, deals, tasks, notes and files.
  • Company Tag Added — Triggers when a tag was added to a company.
  • Company Tag Removed — Triggers when a tag was removed from a company.
  • Company Updated — Triggers when a field on a company changed, including its parent company.
  • Contact Archived — Triggers when a contact was archived.
  • Contact Changed Jobs — Triggers when enrichment found the contact at another employer, or with another title, when it re-checked them.
  • Contact Company Link Changed — Triggers when a company was linked to or unlinked from a contact, or the link's labels or primary flag changed.
  • Contact Created — Triggers when a contact was created, by a form, an import, the CRM, the API or a workflow.
  • Contact Deleted — Triggers when a contact was deleted, or moved to Recently deleted.
  • Contact Restored — Triggers when a contact came back from Recently deleted.
  • Contact Tag Added — Triggers when a tag was added to a contact.
  • Contact Tag Removed — Triggers when a tag was removed from a contact.
  • Contact Updated — Triggers when a field on a contact changed.
  • Conversation Assigned — Triggers when an Inbox conversation was assigned to a member, handed to another or unassigned, by a person, the API or round robin on the team address.
  • Conversation Closed — Triggers when an Inbox conversation was marked closed.
  • Conversation Reopened — Triggers when a closed Inbox conversation was reopened, by a person or by a new reply from the contact.
  • Deal Association Changed — Triggers when a contact or company was added to or removed from a deal, or the association's labels or primary flag changed.
  • Deal Created — Triggers when a deal was created.
  • Deal Deleted — Triggers when a deal was deleted, or moved to Recently deleted.
  • Deal Line Item Added — Triggers when a product or a one-off line was added to a deal.
  • Deal Line Item Removed — Triggers when a line item was removed from a deal.
  • Deal Line Item Updated — Triggers when a deal's line item changed.
  • Deal Lost — Triggers when a deal became lost.
  • Deal Reopened — Triggers when a won or lost deal went back to an open stage, so an earlier win or loss no longer stands.
  • Deal Restored — Triggers when a deal came back from Recently deleted, with its contacts, stage history, tasks, notes and files.
  • Deal Stage Changed — Triggers when a deal moved to another stage.
  • Deal Tag Added — Triggers when a tag was added to a deal.
  • Deal Tag Removed — Triggers when a tag was removed from a deal.
  • Deal Updated — Triggers when a field on a deal changed.
  • Deal Won — Triggers when a deal became won.
  • Deals Merged — Triggers when another deal was merged into this one, which kept its pipeline and stage.
  • Lead Qualified — Triggers when a workflow's AI qualification marked the submission's contact as qualified.
  • Meeting Booked — Triggers when a meeting was booked through a scheduling page, the API or an assistant.
  • Meeting Cancelled — Triggers when a meeting was cancelled.
  • Meeting Rescheduled — Triggers when a meeting was moved to a new time.
  • New Form Submission — Triggers when a new form submission is received in Orbit.
  • Product Archived — Triggers when a product was archived.
  • Product Created — Triggers when a product was added to the product library, by hand, an import or the API.
  • Product Restored — Triggers when an archived product was restored to the library.
  • Product Updated — Triggers when a product's name, SKU, description, price, currency or recurring interval changed.
  • Quote Accepted — Triggers when the buyer accepted a quote on its page.
  • Quote Created — Triggers when a quote was made from a deal.
  • Quote Deleted — Triggers when a draft quote was deleted, or its deal was deleted permanently.
  • Quote Shared — Triggers when a draft quote was shared.
  • Quote Updated — Triggers when a draft quote's title, terms, expiry, payment link choice or lines changed.
  • Quote Viewed — Triggers when someone opened a shared quote.
  • Quote Voided — Triggers when a shared or accepted quote was voided.
  • Removed From List — Triggers when a contact or company was taken out of a static list. Deleting the record or the list sends no removal.
  • Submission Deleted — Triggers when a submission was deleted.
  • Submission Updated — Triggers when the answers or status of a submission changed.
  • Task Completed — Triggers when a task was marked done.
  • Task Created — Triggers when a task was created, including the next one of a repeating task and a call-back task from the dialer.
  • Task Deleted — Triggers when a task was deleted, or moved to Recently deleted.
  • Task Restored — Triggers when a task came back from Recently deleted.
  • Task Updated — Triggers when a field on a task changed.

Actions (12)

Things Salesflare can make it do

  • Create Company — Creates a company.
  • Create Contact — Creates a contact. A contact in Recently deleted with the same email comes back instead.
  • Create Deal — Creates a deal in a pipeline stage, optionally with its company and contacts.
  • Create Note — Adds a note to a contact, company or deal.
  • Create Task — Creates a task, optionally linked to a contact, company or deal.
Show 7 more actions
  • Find or Create Company — Finds a company, or creates one when none matches.
  • Find or Create Contact — Finds a contact, or creates one when none matches.
  • Update Company — Updates a company. Only the fields you fill in change.
  • Update Contact — Updates a contact. Only the fields you fill in change.
  • Update Deal — Updates a deal or moves it to another stage. Only the fields you fill in change.
  • Update Note — Edits a note's text or pins it.
  • Update Task — Updates, completes or reopens a task. Only the fields you fill in change.

Searches (5)

Look up existing records

  • Find Company — Finds a company by domain, or by name or domain.
  • Find Contact — Finds a contact by email, or by name, email, company or phone.
  • Find Deal — Finds a deal by name, company or contact.
  • Find Note — Finds the latest note on a contact, company or deal, optionally containing some text (pinned notes first).
  • Find Task — Finds a task by its title.

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