Orbit Sales Orbit Sales
Integrations

Integrations.

Every integration is a role. You tell us which system does which job; we route the data.

What we connect to, and what each connection actually does.

Our architecture treats every integration as a role: order destination, payment processor, accounting system, mailing list, and so on. You tell us which system does which job. We route the data accordingly. If you connect Shopify for orders and QuickBooks for invoicing, orders land in Shopify and invoices land in QuickBooks, not a mash-up of both.

Orders, products, customers, inventory

Shopify

An order destination: customers, products, orders, inventory. Place new orders from the field and they show up in your Shopify admin. Draft orders get a Shopify payment link for you to email.

WooCommerce

An order destination like Shopify: customers, products, orders, inventory, payment links. WooCommerce has some well-known quirks around webhook delivery; we've handled those so you don't have to.

Square

An order destination, a payment provider, or both. Run your full store on Square, or use Square for payments only while Shopify or WooCommerce holds your catalog.

Payment processing

Square Web Payments

Charge cards in the field or at checkout, through your own Square account.

Authorize.net

One of the oldest payment providers on the Internet. Tends to be more open-minded about product restrictions vs Square and many others.

Payment links (Square, WooCommerce, QuickBooks, Authorize.net)

Payment links make it easy for customers to follow up with payment, whatever the reason. The boss isn't in to pay for the B2B order today? Email a link and they pay from their inbox.

Accounting

QuickBooks Online

Connect your QuickBooks account once, sync customers and invoices, auto-create invoices on orders, send QuickBooks payment links on QuickBooks invoices.

Email and SMS

Mailchimp

Your lists and contacts sync both ways: reps see who's subscribed, and new opt-ins flow back to Mailchimp. Order confirmations and receipts send with your branding.

Brevo

Everything the Mailchimp integration does, on Brevo. Moving between the two is a setting change.

Gmail

Gmail can act as your transactional sender if you'd rather your customer emails come from your actual inbox.

Twilio

SMS for on-my-way, running-late, and reminders. Opt-in per customer.

Scheduling

Google Calendar

Two-way. Visits push to the calendar as events. Calendar events pull back as visits. Reminder sync. Useful if your reps already live in Google Workspace.

On the field side

Google Maps

Route planning, address autocomplete on order and customer forms, geocoding on CSV imports.

Google Places

Find new prospects near your route and track which leads came from where.

CRM: what we don't do

We don't replace your CRM. Whether that's a dedicated tool or just the customer list inside your store, Orbit Sales stays in sync with whichever system holds your data.

Under the hood

Every record knows which system it came from. Disconnect an integration and nothing is lost; the data stays, tagged with its source.

Put your reps on the same screen as your customers.

A short demo, a real conversation about your stack, and a trial that starts with your real data, not a sandbox.