Karbon + SmartSuite
Create new SmartSuite records from new Karbon organization contacts
Manage your contacts efficiently with this workflow. When a new organization contact is added in Karbon, a corresponding record will be created in SmartSuite. This process aids in keeping your information consistent and up-to-date across both platforms, saving your team valuable time and ensuring seamless data management.
Manage your contacts efficiently with this workflow. When a new organization contact is added in Karbon, a corresponding record will be created in SmartSuite. This process aids in keeping your information consistent and up-to-date across both platforms, saving your team valuable time and ensuring seamless data management.
- When this happens...New Organization Contact
Triggers when a new organization contact is created.
- automatically do this!Create Record
Triggers when new record is created.
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New Person Contact
Triggers when a new person contact is created.
Try ItNew Organization Contact
Triggers when a new organization contact is created.
Try ItFirst NameRequired
Last NameRequired
Client Identifier
Contact Type
Preferred Name
Salutation
Email Address
Address Line
City
State Province County
Zip Code
Country
Phone Number
NameRequired
Client Identifier
Contact Type
Website
Address Line
City
State Province County
Zip Code
Country
Phone Number
Person Contact Updated
Triggers when a person contact is updated.
Try ItOrganization Contact Updated
Triggers when an organization contact is updated.
Try ItIdRequired
First NameRequired
Last NameRequired
Client Identifier
Contact Type
Preferred Name
Salutation
Email Address
Address Line
City
State Province County
Zip Code
Country
IdRequired
NameRequired
Client Identifier
Contact Type
Website
Address Line
City
State Province County
Zip Code
Country
Phone Number