Karbon + Pipedrive
Create Karbon person contacts for new person records in Pipedrive
When you have new records in your sales pipeline tool, you'll want them added to your accounting tool. This integration helps by automatically creating a person contact in Karbon with details from a new person record in Pipedrive. It's never been easier to update your contacts between tools.
When you have new records in your sales pipeline tool, you'll want them added to your accounting tool. This integration helps by automatically creating a person contact in Karbon with details from a new person record in Pipedrive. It's never been easier to update your contacts between tools.
- When this happens...New Person
Triggers when a new person is created.
- automatically do this!Create Person Contact
Triggers when a new person 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.
