HubSpot + Karbon

Create Karbon organization contacts from new HubSpot deals

This workflow kicks off when a new deal arises in HubSpot, seamlessly creating an organization contact in Karbon. This automation not only saves you time, but also ensures data consistency across your CRM and task manager platforms for a streamlined business operation. Stay efficient and organized with this all-in-one solution for managing new deals and contacts.

This workflow kicks off when a new deal arises in HubSpot, seamlessly creating an organization contact in Karbon. This automation not only saves you time, but also ensures data consistency across your CRM and task manager platforms for a streamlined business operation. Stay efficient and organized with this all-in-one solution for managing new deals and contacts.

  1. When this happens...
    HubSpotHubSpot
    New Deal

    New Deal Deprecated, please switch to "New Deal" for the most reliable experience with your Zap.

    TriggerScheduled
  2. automatically do this!
    KarbonKarbon
    Create Organization Contact

    Triggers when a new organization contact is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Property NameRequired

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Event Type

    Trigger
    Scheduled
    Try It
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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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.
Learn more

Related categories

  • Project Management