Connect Orbit to Zoho CRM
Every person you meet lands in Zoho CRM as a contact under their account, with a note, a follow-up task, a deal and the scanned card attached.
Before you start
- Orbit on iPhone with Orbit Pro.
- A Zoho CRM account you can sign in to and add apps to.
- Works with every Zoho data centre, including Australia, the EU, India and the US.
Connect in under a minute
- Open Orbit, then Settings, then Integrations.
- Tap Zoho CRM, then Connect Zoho CRM.
- Sign in to Zoho CRM and allow access.
- You are back in Orbit and Zoho CRM shows as connected. Orbit now sends every contact you already have, then each new one as you save it.
What Orbit sends
| In Orbit | In Zoho CRM |
|---|---|
| First and last name | First Name, Last Name |
| Phone | Phone |
| Company | Account Name (found or created) |
| Job title | Title |
| Photo | Contact image, when the contact has none |
| Also added | What it holds |
|---|---|
| Note | One note titled From Orbit with the event, how you met, the AI summary, your notes, website, socials and the timeline. |
| Task | Your follow-up reminder as a task with its due date. Clearing it in Orbit completes it. |
| Deal | Created when the contact has a deal value, in your first pipeline. Moved to a closed won or closed lost stage when the outcome changes in Orbit. |
| Card image | The scanned business card as an attachment on the contact. |
Change anything in Orbit, such as a new phone number, a second meeting or a new follow-up date, and Zoho CRM is updated within seconds. Empty a field in Orbit and it is emptied in Zoho CRM too.
Changes made in Zoho CRM
Edit the name, email, phone, account and title in Zoho CRM and Orbit picks it up within about a minute. If the same detail was changed in both places, the newest edit wins. Notes, the summary and the timeline are written by Orbit, so edit those in Orbit.
What Orbit never does
- Delete anything in Zoho CRM, even if you delete the contact in Orbit.
- Delete anything in Orbit when a record is deleted in Zoho CRM.
- Import people who only exist in Zoho CRM.
- Add the same person twice. Orbit matches by email, then by name with company or phone.
Permissions Orbit asks for
- Contacts, accounts, notes, tasks, deals and attachments
- Read field settings, to find your deal stages
Orbit uses this access only to keep your Orbit contacts in sync. Read the privacy policy.
Disconnect
In Orbit, open Settings, Integrations, Zoho CRM, then tap Disconnect. Orbit stops syncing and removes its access in Zoho CRM. Everything already sent stays in Zoho CRM. You can also remove Orbit from Zoho CRM in Zoho Accounts, Security, Connected Apps.
Troubleshooting
- Orbit says Reconnect. Zoho CRM signed Orbit out, usually after a password change or removed access. Tap Reconnect and sign in again. Nothing is lost: changes wait and send once you are back.
- A contact has not appeared. New contacts usually arrive within a few seconds. Check that Orbit Pro is active and Zoho CRM shows as connected in Orbit.
- Still stuck? Email hello@orbitnetworking.app with the contact's name and we will sort it out.
