Anchor + Karbon
Update Karbon contacts for new Anchor proposal status changes
Don't let manual contact updates slow down your sales process. Whenever a proposal changes its status in Anchor, this integration will automatically update the corresponding contact in Karbon. This way, you can focus on closing deals and moving your business forward, without worrying about tedious manual updates.
Don't let manual contact updates slow down your sales process. Whenever a proposal changes its status in Anchor, this integration will automatically update the corresponding contact in Karbon. This way, you can focus on closing deals and moving your business forward, without worrying about tedious manual updates.
- When this happens...Proposal Status Changed
Triggers when the status of a proposal changes.
- automatically do this!Update Person Contact
Triggers when a person contact is updated.
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About Anchor
Get freedom from the burden of invoicing and collections. Anchor is a platform to make your billing cycle flow. Autonomously.
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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.