Feb 10, 2025

Winning a new client is only the beginning—prompt communication and delivering on your promises are what keep your firm growing.

With the latest HubSpot and Karbon integration, you can seamlessly sync HubSpot Companies and Contacts data by their lifecycle stages to Karbon to ensure your team won’t miss a beat on communication and service delivery.

Why sync HubSpot data with Karbon:

• Reduce manual data entry: Stop switching between HubSpot and Karbon to manually check, input, and update client data.

• Transition leads to clients seamlessly: Set rules to automatically create a new client record in Karbon based on a prospect’s lifecycle stage changes.

• Onboard clients fast: Know which clients are newly synced from HubSpot to Karbon and promptly kick off your client onboarding workflow to ensure service delivery.

What this integration does:

• One-way data sync: Sync HubSpot Companies and Contacts to Karbon and choose whether to sync existing or only new Companies or Contacts created in HubSpot.

• Update contact records by lifecycle stage: Control which client data to auto-sync from HubSpot to Karbon by its HubSpot designated client lifecycle stages (e.g. only auto-sync a Company or Contact record if its lifecycle stage in HubSpot matches ‘Opportunity’). 

• Custom field mapping: Sync and map custom fields from HubSpot to Karbon, including fields like client owner, client manager, and other client-specific details.

• Relationship creation: Automatically create relationships between Contacts and Companies in Karbon, ensuring a comprehensive view of client structures.

• Data enrichment: Includes details like addresses, phone numbers, lifecycle stages, and custom properties.

Extensive configuration options include:

• Set default country codes for phone numbers to ensure consistent formatting during data transfers.

• Choose whether to sync historical HubSpot data or only new updates and entries.

• Map and manage custom fields for Contacts and Companies separately for tailored syncing needs.

• Flexible lifecycle stage controls to sync data based on key business milestones.

This integration is available today for all Karbon customers. Visit the setup guide for more details on how to configure this integration for your firm.