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Zapier makes it easy to integrate HubSpot with Karbon - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event
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2. Choose action
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1. Select the event
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from HubSpot.

Add your action

An action happens after the trigger—such as "Create Person Contact" in Karbon.

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Zapier seamlessly connects HubSpot and Karbon, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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Practical ways you can use HubSpot and Karbon

Sync client details from HubSpot to Karbon

Keep client records consistent between HubSpot and Karbon. When a new contact is created in HubSpot, Zapier automatically creates a corresponding person contact in Karbon, ensuring all relevant platforms are updated. This reduces manual data entry and ensures your team always has updated client information at their fingertips.

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Enrich data from HubSpot for Karbon

Bring business insight into workflows by syncing data. When a new company is created or updated in HubSpot, Zapier updates the corresponding organization contact details in Karbon. This ensures data integrity and simplifies analysis by keeping systems up to date with accurate information.

Data Science
Create Karbon contacts for HubSpot form submissions

Save marketing leads as person contacts in Karbon with ease. When a new form is submitted in HubSpot, Zapier instantly creates a new person contact in Karbon. This streamlines lead handling, helping the marketing and sales teams stay organized and responsive to prospects.

Marketing & Marketing Ops

Learn how to automate HubSpot on the Zapier blog

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Frequently Asked Questions about HubSpot + Karbon integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Karbon

How can I integrate HubSpot with Karbon?

To integrate HubSpot with Karbon, you can use Zapier as a connector. You'll need to set up 'Zaps' which are automated workflows that connect your apps and services. Once you have an account, you can select the triggers from HubSpot, like a new contact or deal, and actions in Karbon such as creating or updating a contact.

What types of triggers are available for HubSpot in the integration?

When using HubSpot with our integration, you can choose from various triggers such as New Contact Added, New Deal, Updated Deal Stage, New Form Submission, or Email Opened. These triggers will initiate subsequent actions in Karbon based on your workflow setup.

What are some possible actions that Karbon can perform when integrated with HubSpot?

Karbon offers several actions in response to HubSpot triggers such as Creating a New Contact, Updating an Existing Contact or Client details, Adding Comments to Tasks, or Assigning Work to team members. Choose actions that align with your business processes.

Is it possible to update Karbon records based on changes in HubSpot deals?

Yes, it's possible. By setting a trigger like 'Updated Deal Stage' in HubSpot and configuring the action 'Update Client Details' in Karbon, your records will be updated automatically whenever there's a change.

Do I need any coding skills to integrate HubSpot with Karbon?

No coding skills are required for integrating HubSpot and Karbon through our platform. You simply need to create Zaps by selecting the required triggers and actions through an easy-to-use interface.

Can I test my integration before making it live?

Definitely. We allow you to test Zaps before they go live by running tests within the Zap editor itself. This helps ensure everything works as expected between HubSpot and Karbon.

What should I do if my integration between HubSpot and Karbon is not working correctly?

If the integration encounters issues, first check each step's configuration inside your Zap for errors. Make sure both apps’ accounts are connected properly. If issues persist, consult our support documentation or reach out to support for assistance.

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About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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About Karbon
Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.
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