Sync HubSpot contacts to Karbon to eliminate data silos, enable prompt client onboarding and service delivery, and drive higher client satisfaction.
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 to Karbon to ensure your team won’t miss a beat on communication and 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.
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.
