Karbon + Salesforce
Create Karbon person contacts for new records in Salesforce
You may store client records in a CRM you want added to your accounting tool, too. This integration helps by automatically creating a person contact in Karbon when there is a new record added in Salesforce. Now you can ensure all your contact records remain up-to-date.
You may store client records in a CRM you want added to your accounting tool, too. This integration helps by automatically creating a person contact in Karbon when there is a new record added in Salesforce. Now you can ensure all your contact records remain up-to-date.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) 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 Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
