App integration via Karbon — Keep your CRM and practice management system in sync by automatically syncing contacts and organizations from Pipedrive into Karbon.
When contacts or organizations are created, updated, or removed in Pipedrive, those changes are reflected automatically in Karbon. This two-system sync reduces duplicate data entry, ensures sales and delivery teams stay aligned, and creates a smoother handoff from prospect to client without disrupting existing workflow data in Karbon.
Automatic contact and organization sync: Contacts and organizations in Pipedrive are created, updated, or marked inactive in Karbon as changes occur.
Configurable field mapping: Map custom fields to keep firm-specific CRM data consistent across both systems.
Cleaner handoffs from sales to service: Ensure client details flow seamlessly from Pipedrive into Karbon when deals progress or close.
About Pipedrive
Pipedrive is a CRM platform designed to help sales teams manage deals, track customer interactions, and move prospects through the pipeline with clarity and control.
