Karbon + Pipedrive
Create Karbon organization contacts from new Pipedrive leads
Efficiently manage your sales process by connecting Pipedrive and Karbon. With this workflow, when a new lead is added in Pipedrive, a corresponding organization contact is created in Karbon. Keep your team informed, improve collaboration, and streamline your lead-to-contact conversion process with this simple automation.
Efficiently manage your sales process by connecting Pipedrive and Karbon. With this workflow, when a new lead is added in Pipedrive, a corresponding organization contact is created in Karbon. Keep your team informed, improve collaboration, and streamline your lead-to-contact conversion process with this simple automation.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!Create Organization Contact
Triggers when a new organization contact is created.
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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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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
