How to connect K Factors + karmaCRM
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- New NotificationTriggers when a new notification is created.Trigger
- Get Widget DataGets widget dataAction
- Post Widget DataPosts data to widgetAction
- New CompanyTriggers when a new company is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Update ContactTriggers when a contact is updated.Trigger
- Create CompanyCreates new company.Action
- karmaCRM
Creates a new contact.
Scheduled
Action
- karmaCRM
Creates new deal.
Scheduled
Action
- karmaCRM
Creates a new task.
Scheduled
Action
- karmaCRM
Finds an existing company.
Scheduled
Action
- karmaCRM
Finds an existing contact.
Scheduled
Action
- karmaCRM
Find or Create Company
Scheduled
Action
- karmaCRM
Find or Create Contact
Scheduled
Action
How K Factors + karmaCRM Integrations Work
- Step 1: Authenticate K Factors and karmaCRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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