Salesforce + Zapier, connected through Orbit
CRM context plus no-code automation across your stack.
How Salesforce and Zapier work together on Orbit
Connect Salesforce to Orbit for CRM context on every conversation, and use the pre-wired Zapier app to trigger Orbit sends — or Orbit events — from any of the thousands of apps Zapier supports, no custom code required.
Setup steps
Connect Salesforce
In Settings → Integrations, connect Salesforce so accounts, leads, and opportunities sync into Orbit.
Download your Zapier app
In Developers → Connectors, download the Zapier app pre-wired to your tenant.
Build a Zap
Wire a trigger from any app Zapier supports (or a Salesforce-adjacent tool) to an Orbit action, so a Salesforce-backed conversation can kick off automations across your stack.
Frequently asked
- Does Zapier read directly from Salesforce?
- Zapier connects to Orbit's own trigger/action nodes for your tenant; Salesforce data reaches Orbit through its own integration, so a Zap reacts to Orbit events, not Salesforce records directly.
- Can I automate without connecting Salesforce first?
- Yes — the Zapier app works independently. Connecting Salesforce simply means the conversations your Zaps act on carry CRM context.
Connect both in minutes
Salesforce and Zapier are two of the integrations in the Orbit marketplace — voice, messaging, email, video, AI agents, and customer data on one platform. Start free, or talk to our team.