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Orbit AI Integration

This guide shows you how to connect Orbit AI to Cometly so form submissions, meetings, contacts, and deals are sent into Cometly for accurate attribution and reporting.

How to Connect Orbit AI to Cometly

Cometly captures every important moment from Orbit AI and ties it back to your ads and marketing channels. Syncing Orbit AI with Cometly means every form submission, booked meeting, new contact, and deal is tracked as an event. This gives you complete visibility into which ads and channels are generating pipeline and revenue.
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You can send these Orbit AI events to Cometly:

  • New Form Submission

  • New Meeting

  • New Contact

  • Contact Changed

  • New Deal

  • Deal Stage Changed

  • Deal Closed Won
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Step 1: Create the Event in Cometly

  1. Inside Cometly, go to Events Manager and click Create Event.

  2. Choose Orbit AI as the integration.

  3. Pick the event you want to track, or create a new one.

  4. Click Integrate.
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Step 2: Connect Your Orbit AI Account

Under Account, click Connect new account. Orbit AI opens in a pop-up window: sign in and approve the Cometly app for your workspace.
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Once connected, your account appears with your workspace name and the email you signed in with (example: Acme | name@youremail.com). If you have more than one Orbit AI workspace connected, choose the correct one for this event.
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💡 Tip: You can also manage your Orbit AI connections from Integrations → Orbit AI, where Add connection connects a workspace before you create any events.


Step 3: Choose a Trigger

Choose when Cometly should capture the event from Orbit AI.
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New Form Submission

Triggers when a form receives a completed submission. You can limit it to one form.
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New Meeting

Triggers when a meeting is booked through a scheduling page, the API, or an assistant.
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New Contact

Triggers when a contact is created in Orbit AI by a form, the CRM, the API, or a workflow.
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Contact Changed

Triggers when the field you select changes on any contact.
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New Deal

Triggers when a deal is created in the pipeline you select.
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Deal Stage Changed

Triggers when a deal moves into the stage you select.
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Deal Closed Won

Triggers once each time a deal in the selected pipeline is won, including a reopened deal that is won again.
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Choose the trigger that matches the moment you want the event sent to Cometly.
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Step 4: Configure the Trigger Options

Some triggers ask for more detail so Cometly only receives the records you care about:

  • Form (New Form Submission, optional): pick one form, or leave it on All forms.

  • Field (Contact Changed, required): the contact field to watch. The event fires whenever this field changes.

  • Pipeline (all deal triggers, required): the pipeline the deal belongs to.

  • Pipeline stage: required for Deal Stage Changed. Optional for New Deal, to only send deals created in one stage, and for Deal Closed Won, to only send deals won in one won stage.

Click Continue.
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Step 5: Send a Test Event

Click Check for Data, then trigger the event in Orbit AI while the page is open. For example, submit the form, book a meeting, or move a deal into the selected stage.
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⚠️ Note: Samples are only collected for a few minutes after the page loads. If nothing arrives, reload the page, click Check for Data again, and repeat the action in Orbit AI.


Step 6: Map Orbit AI Fields to Cometly Fields

Cometly pre-fills the mapping for every Orbit AI trigger, so most events need no changes:

  • Email (required)

  • Event Time (required, the time the event happened in Orbit AI)

  • Full Name

  • Phone

  • Amount (deal triggers only, the deal value)
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For deal triggers, the email, name, and phone come from the deal's primary contact. Review the sample data, adjust any field if needed, then click Save & Continue.
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Step 7: Add Filters (Optional) and Activate

Filters let you control which events get processed. For example, you can only send events where the email contains a specific domain. This step is optional.
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Click Activate.
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Your Orbit AI integration is now active, and Cometly will automatically receive events every time the chosen trigger fires.
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Good to Know

  • Imported records are never sent. Contacts and deals created by a CSV import or a CRM migration don't reflect a real conversion moment, so Cometly ignores them, even if Send imported records to integrations is turned on in Orbit AI.

  • Deals need a linked contact. A deal with no contact has no email to attribute, so it isn't sent.

  • Events are sent going forward. Cometly receives events from the moment the event is activated. Past form submissions, meetings, and deals are not backfilled.
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Troubleshooting

The account shows "Connection Issue"

Orbit AI ended the connection. This happens when the Cometly app is removed from your workspace's connected apps, or when Orbit AI suspends the app. Go to Integrations → Orbit AI, reconnect the account with Add connection, then check that your Orbit AI events are turned on in the Events Manager.
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Nothing arrives when I click Check for Data

Trigger the event in Orbit AI while the page is open, since samples are only collected for a few minutes. Make sure the record matches your trigger options (the right form, pipeline, stage, or field) and that it wasn't created by an import.
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Some deals are missing in Cometly

Check that the deal is in the pipeline (and stage, if you chose one) set on the event, and that the deal has a linked contact with an email.
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Pro Tip

If you're tracking deals, set up separate events for:

  • New Deal

  • Deal Stage Changed

  • Deal Closed Won

This gives you complete pipeline attribution inside Cometly.
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If you have any questions, reach out to us via live chat or email at support@cometly.com.

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