Connect orbit and Radius CRM to Build Intelligent Automations

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Integrate orbit with your favorite apps

The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.

If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.

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Frequently Asked Questions

How do I start an integration between orbit and Radius CRM?

To start, connect both your orbit and Radius CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in orbit triggers actions in Radius CRM (or vice versa).

Can we customize how data from orbit is recorded in Radius CRM?

Absolutely. You can customize how orbit data is recorded in Radius CRM. This includes choosing which data fields go into which fields of Radius CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between orbit and Radius CRM?

The data sync between orbit and Radius CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from orbit to Radius CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between orbit and Radius CRM?

Yes, you can set conditional logic to control the flow of data between orbit and Radius CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

orbit

About orbit

Grow your community and prove ROI with Orbit, the community experience platform for delivering stellar member experience.

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Radius CRM

About Radius CRM

Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.

Learn More