Karbon + SmartSuite
Create new records in SmartSuite for every new person contact in Karbon
Keep your customer contacts streamlined and up-to-date across all platforms. With this workflow, whenever a new person contact is added to Karbon, a corresponding record is instantly created in SmartSuite. This ensures that your database is always current, helping you maintain accurate and comprehensive customer dealings in both systems simultaneously.
Keep your customer contacts streamlined and up-to-date across all platforms. With this workflow, whenever a new person contact is added to Karbon, a corresponding record is instantly created in SmartSuite. This ensures that your database is always current, helping you maintain accurate and comprehensive customer dealings in both systems simultaneously.
- When this happens...New Person Contact
Triggers when a new person 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