Add Members to any CRM using Zapier
Orbit has CRM integrations for HubSpot and Salesforce that allow you to create Contacts and Leads, but what can you do if you use a CRM that we don’t have an integration for?
You can connect it to a Manually Triggered Webhook via a tool such as Zapier (or n8n, or Make, or Pipedream and many more), and this will create an action you can use to send any member to your CRM directly from within Orbit.
In this example we’ll walk through setting this up with Pipedrive, but the steps a very similar for any other CRM that Zapier has an integration for.
You can follow the steps below, or use this Zapier Template.
Create the Zap
We’ll begin over in Zapier world and create the Zap that will take the Members sent from Orbit and add them to Pipedrive.
All new Zaps need a trigger, for this workflow you can select Webhooks by Zapier.
For the Event section, select Catch Hook. Click on Continue. Zapier will ask if you want to specify a Child Key to select. You can skip this by clicking Continue once more.
The webhook URL you need to plug into your Manual Webhook in Orbit will now be presented to you:
Click on Copy.
Now head over to Orbit to set up your Manual Webhook.
Set up the manual webhook in Orbit
Head to the Webhooks section of your workspace Settings, and click on New Webhook.
Complete the following steps:
- Give your Webhook a name. Send to Pipedrive would be a fine choice but you can be more specific if you want.
- Choose triggered manually from the Event Subscription dropdown
- Paste the URL you got from Zapier into the Webhook Endpoint section (you can leave the Webhook Secret blank).
- Finalize everything by clicking on Create Webhook.
The setup is now complete in Orbit, you can switch back to Zapier.
Run the first test
You are now ready to test the connection between Orbit and Zapier. Click on the Test trigger button in the We’re Listening section of your Zap trigger setup.
Once you have clicked the button, Zapier will wait for new incoming Webhook data so you’ll need to send some using your new manual webhook trigger.
In Orbit, head to any Member profile page and click on the Actions menu.
Your manual Webhooks will be at the bottom of the menu. See Send to Pipedrive in the image above.
Click your webhook action and follow the onscreen instructions to send the Member over to Zapier.
Sometimes Zapier will show We couldn’t find a request. If this happens, click on Test Trigger once more and it will usually find the request you just sent.
If everything is connected correctly, you’ll see this:
The connection between Orbit and Zapier is now completely set up and there is some test data available to use. Next, add the CRM you want the Member to appear in (we’ll use Pipedrive).
Set up the CRM connection
Clicking Continue in your Zap will take you to the Action set up. This is where you select what happens next with the data you send to this Zap. In this example, we want it to go into the Pipedrive CRM so we select Pipedrive from the list of available apps.
You will need to connect your Pipedrive account to Zapier if this is the first time you’ve used it.
The Event to use for this example is Create Person.
Click on Continue to start setting up how the data you receive from Orbit maps to the fields in Pipedrive.
It’s really up to you how many of the fields you populate (we recommend that you fill out as many as possible), but when creating people you need a name, and at least one contact method so in this example we’ll populate the name and the email fields with data from the first step (your test data will be available to do this).
Once you’ve selected all the fields you want to populate, you can move on to testing the connection between Zapier and Pipedrive.
Click Test action to send the data over to your Pipedrive account. If everything is working correctly, you’ll see a success message.
With everything now connected, click Publish Zap.
Congratulations, you have now created a link between Orbit and Pipedrive that you and anyone else on your team can use to send community qualified leads over to the CRM.
After adding members to your CRM manually, you may find that there are patterns in the types of members you’re looking to add. If that’s the case, this is a great time to consider sending members automatically to your CRM. To do so, just create a Send Webhook workflow on the Workflows tab. Here, you can define the criteria that must be matched in order for someone to be sent to your CRM via your webhook. Learn more: