Karbon + Pipedrive

Create new Pipedrive deals for new Karbon organization contacts

Effortlessly turn new contacts in Karbon into fresh deals in Pipedrive with this streamlined workflow. Each time a new organization contact is added in Karbon, a deal is instantly created in Pipedrive, ensuring you never miss a potential opportunity. It's the ideal solution for businesses looking to transform their contact management processes into new sales possibilities without any manual effort involved.

Effortlessly turn new contacts in Karbon into fresh deals in Pipedrive with this streamlined workflow. Each time a new organization contact is added in Karbon, a deal is instantly created in Pipedrive, ensuring you never miss a potential opportunity. It's the ideal solution for businesses looking to transform their contact management processes into new sales possibilities without any manual effort involved.

  1. When this happens...
    KarbonKarbon
    New Organization Contact

    Triggers when a new organization contact is created.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

  • Karbon triggers, actions, and search

    Person Contact Updated

    Triggers when a person contact is updated.

    Trigger
    Instant
    Try It
  • Karbon triggers, actions, and search

    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
karbon logo
karbon logo

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

Related categories

  • Project Management
pipedrive logo
pipedrive logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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