Ping Assistant + Karbon

Built by Partner — Capture meeting notes and sync with Karbon contacts.

About Ping Assistant

Ping Assistant is a productivity and client-communication platform built for professional services firms to handle voice, chat, and message automation. By tracking client interactions and bringing communication into firm workflows, it improves responsiveness, outcomes, and team accountability.

What you can do

The Ping Assistant & Karbon integration connects your communication channels directly with your practice management system to ensure no client conversation or action item gets lost. By automatically logging call transcripts and meeting outcomes into Karbon timelines, your team can maintain continuous alignment between communication and task execution.

Sync Contacts Seamlessly: Select specific contacts or client types in Karbon to sync into Ping Assistant, eliminating duplicate data entry.
Log Transcripts to Karbon Timelines: Automatically post call/chat transcripts, meeting notes, and logs captured in Ping directly as Notes on relevant Karbon contact timelines.
Capture Action Items for Follow-Up: Send tasks and meeting outcomes created in Ping back to Karbon as Notes or linked context so follow-up steps are always visible inside Karbon.