Microsoft Dynamics 365 CRM + Orbit Integration

Q: Can I automatically sync new Microsoft Dynamics 365 CRM contacts to Orbit?

You can automatically sync contacts by choosing a ready automation template on Integrately or setting up a custom flow with Integrately AI in minutes.

Q: Can I connect Microsoft Dynamics 365 CRM, Orbit, and Google Sheets?

You can connect Microsoft Dynamics 365 CRM, Orbit, and Google Sheets to sync contacts, track community activities, and log records across tools along with 1,500+ other apps.

Q: What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Orbit?

Integrately is a faster, cost-effective alternative for Microsoft Dynamics 365 CRM and Orbit integration, offering 20 million+ templates, 24/5 live chat support, and AI-assisted workflow building.

Q: How are contacts handled between Microsoft Dynamics 365 CRM and Orbit?

When a contact is created or updated in Microsoft Dynamics 365 CRM, your integration can automatically create or update matching members in Orbit using pre-built workflows.

Q: Can community activities in Orbit update Microsoft Dynamics 365 CRM records?

When new activities occur in Orbit, you can automatically update corresponding contact records in Microsoft Dynamics 365 CRM using ready integration templates.

Q: Do I need coding skills to automate Microsoft Dynamics 365 CRM and Orbit?

You do not need any coding skills to connect Microsoft Dynamics 365 CRM and Orbit. You can use ready templates or describe your automation to Integrately AI.

Q: Is the Microsoft Dynamics 365 CRM and Orbit integration free?

The Microsoft Dynamics 365 CRM and Orbit integration is available on Integrately with a free forever plan included for your automation needs.

Integrate Microsoft Dynamics 365 CRM to Orbit in one click, or tell Integrately AI how you want each contact handled. Sync community data, update your CRM, alert your team, and track member growth automatically.

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Sales order is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Contact is created in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM
New Activity in Orbit

Create lead in Microsoft Dynamics 365 CRM
Update lead in Microsoft Dynamics 365 CRM
Search lead in Microsoft Dynamics 365 CRM
Create contact in Microsoft Dynamics 365 CRM
Update contact in Microsoft Dynamics 365 CRM
Create account in Microsoft Dynamics 365 CRM
Search account in Microsoft Dynamics 365 CRM
Update account in Microsoft Dynamics 365 CRM
Search contact in Microsoft Dynamics 365 CRM
Search Currency in Microsoft Dynamics 365 CRM
Create case in Microsoft Dynamics 365 CRM
Update case in Microsoft Dynamics 365 CRM
Search case in Microsoft Dynamics 365 CRM
Get account by ID in Microsoft Dynamics 365 CRM
Create Member in Orbit
Update Member in Orbit
Get Member in Orbit
Get Member by Identity in Orbit
Create Member Note in Orbit
Create Activity in Orbit

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Ready Workflows for Microsoft Dynamics 365 CRM + Orbit Integration

Capture community activities, sync new contacts, keep member profiles updated, alert your team, and track engagement, all in just one click.

Create Orbit contact for new Microsoft Dynamics 365 CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Dynamics 365 CRM - Orbit integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an Orbit contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create Member in Orbit

Microsoft Dynamics 365 CRM + Orbit Integration

Activate

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create Member in Orbit

Microsoft Dynamics 365 CRM + Orbit Integration

Activate

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Connect more apps to your Microsoft Dynamics 365 CRM + Orbit flow

Bring in communication, marketing, scheduling, and analytics tools to keep your community and CRM aligned. Pick a combination and activate it in one click.

Slack (4)

LinkedIn (3)

Mailchimp (3)

Calendly (3)

Zoom (3)

Google Sheets (3)

Create a member in Orbit when a contact is created in Microsoft Dynamics 365 CRM, and notify your sales team on Slack

New Microsoft Dynamics 365 CRM contacts immediately appear in Orbit as community members while your sales channel gets notified on Slack.

When a new activity occurs in Orbit, update the matching contact in Microsoft Dynamics 365 CRM and alert your team in Slack

Orbit community activities update your Microsoft Dynamics 365 CRM contacts instantly and notify your team on Slack.

When a contact is updated in Microsoft Dynamics 365 CRM, update the member in Orbit and post the status in Slack

Microsoft Dynamics 365 CRM contact updates reflect in Orbit right away and announce the change in Slack.

Use ChatGPT to summarise new Microsoft Dynamics 365 CRM contact notes, create the member in Orbit, and post the brief in Slack

ChatGPT generates member briefs from Microsoft Dynamics 365 CRM notes before creating an Orbit profile and notifying Slack.

Create a member in Orbit when a contact is created in Microsoft Dynamics 365 CRM, and share the milestone on LinkedIn

New CRM contacts create community profiles in Orbit and trigger celebratory LinkedIn announcements.

When a new activity occurs in Orbit, update the matching contact in Microsoft Dynamics 365 CRM and share an engagement post on LinkedIn

Orbit community activity updates Microsoft Dynamics 365 CRM records and posts community highlights on LinkedIn.

When a contact is updated in Microsoft Dynamics 365 CRM, update the member in Orbit and publish a network update on LinkedIn

CRM profile changes update Orbit members and share professional updates on LinkedIn.

Create a member in Orbit when a contact is created in Microsoft Dynamics 365 CRM, and add a subscriber in Mailchimp

New Microsoft Dynamics 365 CRM contacts populate Orbit community profiles and subscribe to your Mailchimp audience.

When a new activity occurs in Orbit, update the contact in Microsoft Dynamics 365 CRM and update subscriber tags in Mailchimp

Orbit community engagement updates Microsoft Dynamics 365 CRM contacts and adjusts Mailchimp subscriber tags.

When a contact is updated in Microsoft Dynamics 365 CRM, update the member in Orbit and sync subscriber details in Mailchimp

CRM contact updates synchronise community profiles in Orbit and update Mailchimp subscriber records.

Create a member in Orbit when a contact is created in Microsoft Dynamics 365 CRM, and schedule a follow-up meeting in Calendly

New Microsoft Dynamics 365 CRM contacts create community profiles in Orbit and trigger Calendly meeting invitations.

When a new activity occurs in Orbit, update the contact in Microsoft Dynamics 365 CRM and log meeting notes in Calendly

Orbit community activities update Microsoft Dynamics 365 CRM records and update scheduling details in Calendly.

When a contact is updated in Microsoft Dynamics 365 CRM, update the member in Orbit and adjust meeting parameters in Calendly

CRM contact updates modify Orbit community records and update meeting settings in Calendly.

Create a member in Orbit when a contact is created in Microsoft Dynamics 365 CRM, and register them for a webinar in Zoom

New Microsoft Dynamics 365 CRM contacts create Orbit community profiles and register automatically for upcoming Zoom webinars.

When a new activity occurs in Orbit, update the contact in Microsoft Dynamics 365 CRM and update meeting attendee details in Zoom

Orbit community activity updates Microsoft Dynamics 365 CRM records and synchronizes Zoom meeting registrations.

When a contact is updated in Microsoft Dynamics 365 CRM, update the member in Orbit and adjust attendee info in Zoom

CRM contact updates modify Orbit community records and update Zoom attendee profiles.

Create a member in Orbit when a contact is created in Microsoft Dynamics 365 CRM, and log a row in Google Sheets

New Microsoft Dynamics 365 CRM contacts create Orbit community profiles and log structured tracking data in Google Sheets.

When a new activity occurs in Orbit, update the contact in Microsoft Dynamics 365 CRM and update the tracking row in Google Sheets

Orbit community activities update Microsoft Dynamics 365 CRM contacts and refresh tracking rows in Google Sheets.

When a contact is updated in Microsoft Dynamics 365 CRM, update the member in Orbit and refresh the spreadsheet in Google Sheets

CRM contact updates synchronise community profiles in Orbit and update corresponding records in Google Sheets.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Orbit

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM Triggers & Actions

Sales order is created in Microsoft Dynamics 365 CRM

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Contact is updated in Microsoft Dynamics 365 CRM

Triggers the automation when a contact is updated

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Contact is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new contact is created

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Account is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new account is created

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Account is updated in Microsoft Dynamics 365 CRM

Triggers the automation when an account is updated

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Opportunity is created in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

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Opportunity is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

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Case is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new case is created

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Case is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any case is updated

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Lead is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new lead is created

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Lead is updated in Microsoft Dynamics 365 CRM

Triggers the automation when the lead information is updated

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Quote is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any quote is updated

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Orbit Triggers & Actions

New Activity in Orbit

Triggers the automation when a new activity occurs

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What can you automate with Microsoft Dynamics 365 CRM + Orbit?

Streamline your community management and CRM workflows by connecting every contact event and activity automatically.

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🔄

Sync new contacts into community profiles

Create a member in Orbit automatically whenever a new contact is created in Microsoft Dynamics 365 CRM. Your community platform stays updated with every new customer relationship.

📋

Capture every submitted contact field

Map all available contact details and custom fields from Microsoft Dynamics 365 CRM into your Orbit member profiles instead of just basic names and emails.

🔔

Alert your team instantly on new activity

Notify your community or sales team the moment a new contact is added or community activity occurs, ensuring rapid response times.

🔀

Route records based on submitted attributes

Apply conditional rules to handle high-value enterprise contacts differently from standard submissions, directing them to specialized workflows.

✏️

Keep records updated as details change

Synchronise contact modifications across both platforms automatically so your CRM and community database always reflect the latest information.

🔍

Prevent duplicate records automatically

Search existing profiles before creating new entries to ensure clean data management across your Microsoft Dynamics 365 CRM and Orbit accounts.

📊

Handle later community status changes

Trigger automated workflows when member activity levels shift or when CRM opportunities are updated, keeping engagement tracking accurate.

📈

Extend your flow into Google Sheets

Log every synced contact and community activity into Google Sheets automatically for backup reporting and detailed analysis.

And much more...

Who is Microsoft Dynamics 365 CRM + Orbit integration for?

Connecting Microsoft Dynamics 365 CRM and Orbit streamlines community tracking and contact management for teams managing member growth and customer relationships.

Performance analysts

Sales representatives

Client success managers

Community managers

Operations coordinators

CRM administrators

📈

Performance analysts

You're compiling community growth metrics across platforms but your tracking records only update when someone manually exports contacts, so the engagement numbers you're reporting against are always delayed — with this integration, every new contact lands in your community platform instantly and your data stays current.

⚡

Sales representatives

You need to act fast on new customer inquiries, but contact details take hours to move between your CRM and community tools, so you find out about high-intent leads too late — with this integration, every new contact record is created instantly and your team can follow up immediately.

🤝

Client success managers

You answer to stakeholders who want to see live engagement progress, but manual data syncing leaves gaps in your reports, so demonstrating community ROI is unnecessarily difficult — with this integration, every activity and contact update is recorded automatically and your stakeholder reports reflect real-time results.

💬

Community managers

The volume of member sign-ups and interactions is too high for anyone to keep up with by hand, so community profiles quickly fall out of sync with your customer database — with this integration, every member profile and activity is synchronized automatically and your workflow runs without manual intervention.

⚙️

Operations coordinators

You own the handoff between customer relationship management and community engagement, but relying on manual data transfers causes bottlenecks across departments — with this integration, records flow seamlessly between systems and your operational handoffs happen without delay.

🗂️

CRM administrators

You need a reliable history of all community interactions and keep finding gaps in your database due to missed manual updates — with this integration, every contact and activity is logged accurately and your system maintains a complete audit trail.

Try This Integration – No Code Needed

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Orbit

Build and manage your Microsoft Dynamics 365 CRM + Orbit automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Microsoft Dynamics 365 CRM + Orbit with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

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SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Orbit?

You can connect Microsoft Dynamics 365 CRM to Orbit in 1-click using ready-made templates on Integrately. Alternatively, you can use Integrately AI to build custom workflows linking your CRM and community platform with apps like Slack and Google Sheets.

Can I automatically sync new Microsoft Dynamics 365 CRM contacts to Orbit?

Can I connect Microsoft Dynamics 365 CRM, Orbit, and Google Sheets?

What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Orbit?

How are contacts handled between Microsoft Dynamics 365 CRM and Orbit?

Can community activities in Orbit update Microsoft Dynamics 365 CRM records?

Do I need coding skills to automate Microsoft Dynamics 365 CRM and Orbit?

Is the Microsoft Dynamics 365 CRM and Orbit integration free?

Didn't find the answer you were looking for?

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Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Orbit With 1500+ Other Apps

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Microsoft Dynamics 365 CRM + Orbit Integration

Integrate Microsoft Dynamics 365 CRM to Orbit in one click, or tell Integrately AI how you want each contact handled. Sync community data, update your CRM, alert your team, and track member growth automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Orbit Integration

Capture community activities, sync new contacts, keep member profiles updated, alert your team, and track engagement, all in just one click.

Create Orbit contact for new Microsoft Dynamics 365 CRM contact

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create Member in Orbit

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create Member in Orbit

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + Orbit flow

Bring in communication, marketing, scheduling, and analytics tools to keep your community and CRM aligned. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Orbit

Mix and match to build the exact automation you need

What can you automate with Microsoft Dynamics 365 CRM + Orbit?

Streamline your community management and CRM workflows by connecting every contact event and activity automatically.

Who is Microsoft Dynamics 365 CRM + Orbit integration for?

Connecting Microsoft Dynamics 365 CRM and Orbit streamlines community tracking and contact management for teams managing member growth and customer relationships.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Orbit

Build and manage your Microsoft Dynamics 365 CRM + Orbit automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Orbit With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

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Microsoft Dynamics 365 CRM + Orbit Integration

Integrate Microsoft Dynamics 365 CRM to Orbit in one click, or tell Integrately AI how you want each contact handled. Sync community data, update your CRM, alert your team, and track member growth automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Orbit Integration

Capture community activities, sync new contacts, keep member profiles updated, alert your team, and track engagement, all in just one click.

Create Orbit contact for new Microsoft Dynamics 365 CRM contact

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create Member in Orbit

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create Member in Orbit

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + Orbit flow

Bring in communication, marketing, scheduling, and analytics tools to keep your community and CRM aligned. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Orbit

Mix and match to build the exact automation you need

What can you automate with Microsoft Dynamics 365 CRM + Orbit?

Streamline your community management and CRM workflows by connecting every contact event and activity automatically.

Who is Microsoft Dynamics 365 CRM + Orbit integration for?

Connecting Microsoft Dynamics 365 CRM and Orbit streamlines community tracking and contact management for teams managing member growth and customer relationships.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Orbit

Build and manage your Microsoft Dynamics 365 CRM + Orbit automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Orbit With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click