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Create Contacts & Leads in HubSpot and Salesforce
new
Integrations
Plan: Premium
Our HubSpot and Salesforce integrations are now available for users on our Premium and Enterprise plans.
In this initial release, we've added the ability to create Contacts in HubSpot and Leads in Salesforce directly from Orbit.
Once you add either integration you will unlock a new Quick Action that can be performed either in bulk from the Member's view in Orbit:
hubspot-quick-actions-members-table-canny
Or, individually from a Member's profile using the new
Actions
button:
hubspot-actions-member-menu
You can find out more details in the Knowledge Base for HubSpot and Salesforce integrations.
There is more to come for both of these integrations, so if you want to try them out and you are not currently on the Premium plan, it is possible to get a 14-day trial directly from the Billing page in your workspace settings.