Create new Karbon contacts from new AnswerConnect messages
Manage your contacts effortlessly with this efficient workflow. When a new message is received in AnswerConnect, it immediately sets up a new person contact in Karbon. Keeping your communications streamlined and orderly, this workflow ensures you never miss adding important contacts to your Karbon app. Save time and improve accuracy with this automatic contact management system.
Manage your contacts effortlessly with this efficient workflow. When a new message is received in AnswerConnect, it immediately sets up a new person contact in Karbon. Keeping your communications streamlined and orderly, this workflow ensures you never miss adding important contacts to your Karbon app. Save time and improve accuracy with this automatic contact management system.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Person Contact
Triggers when a new person contact is created.
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New Message
Triggers when a new message is taken.
Try ItPerson 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
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