Karbon + LeadConnector

Create and manage new Karbon contacts by updating them in LeadConnector

Effortlessly manage your leads by updating LeadConnector once a new contact is registered in Karbon. This integration ensures a smooth and prompt data transfer process, enhancing your engagement with new contacts. It offers an efficient solution to save valuable time and harmonize your communication.

When this happens...
New Person Contact
Triggers when a new person contact is created.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

New Person Contact
Triggers when a new person contact is created.
Trigger
Instant
Try It
New Organization Contact
Triggers when a new organization contact is created.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Client Identifier
- Contact Type
- Preferred Name
- Salutation
- Email Address
- Address Line
- City
- State Province County
- Zip Code
- Country
- Phone Number
Action
Write
- NameRequired
- Client Identifier
- Contact Type
- Website
- Address Line
- City
- State Province County
- Zip Code
- Country
- Phone Number
Action
Write
- Search TermRequired
Action
Search

- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write

- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Person Contact Updated
Triggers when a person contact is updated.
Trigger
Instant
Try It
Organization Contact Updated
Triggers when an organization contact is updated.
Trigger
Instant
Try It
- IdRequired
- First NameRequired
- Last NameRequired
- Client Identifier
- Contact Type
- Preferred Name
- Salutation
- Email Address
- Address Line
- City
- State Province County
- Zip Code
- Country
Action
Write
- IdRequired
- NameRequired
- Client Identifier
- Contact Type
- Website
- Address Line
- City
- State Province County
- Zip Code
- Country
- Phone Number
Action
Write
- Search TermRequired
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

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.

Learn more