Orbit + Pipedrive
Create Orbit activities from new Piperive notes
This Zap brings in user notes from Pipedrive into your Orbit workspace as new activities for your Orbit members. It matches the Pipedrive user to your Orbit user by their name, and either updates an existing Orbit member or creates a new one if they do not yet exist in the workspace.
This Zap brings in user notes from Pipedrive into your Orbit workspace as new activities for your Orbit members. It matches the Pipedrive user to your Orbit user by their name, and either updates an existing Orbit member or creates a new one if they do not yet exist in the workspace.
- When this happens...New Note
Triggers when a new note is created.
- automatically do this!Create Activity
Save an activity to a Member profile in Orbit. If the Member profile does not exist, it will also be created using this Action.
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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 Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
