Introduction:
The HubSpot and Karbon integration allows firms to sync their HubSpot Companies and Contacts directly into Karbon, creating a seamless client lifecycle management experience from acquisition to service delivery. This integration helps ensure that client information from HubSpot is consistently reflected in Karbon, reducing duplicate data entry and enhancing workflow efficiency.
Please note that the data sync is one-way, from HubSpot to Karbon. Updates made in Karbon will not automatically sync back to HubSpot.
Video Overview:
Key Features/Benefits:
Automated Data Syncing: Automatically transfer HubSpot Company and Contact data into Karbon to maintain accurate client records within Karbon.
Custom Field Mapping: Map custom HubSpot fields to Karbon fields for tailored data synchronization from HubSpot.
Selective Sync Options: Choose whether to sync all existing records or only those updated after the integration is established.
Prevention of Duplicate Records: Matches records based on names and email addresses from HubSpot to minimize duplication in Karbon.
Seamless Client Management: Connect People and Organizations automatically in Karbon based on HubSpot data for streamlined business relationships within Karbon.
Configurable Syncing Rules: Control which Lifecycle Stages from HubSpot sync to Karbon.
Integration Management: Ability to pause, reconfigure, or deactivate the integration as needed.
Use Cases/Examples:
Onboarding New Clients Efficiently: Automatically sync all customer records from HubSpot into Karbon when setting up a new Karbon account.
Keeping Data Updated: Ensure that contact and organization details originating from HubSpot are kept current in Karbon through continuous one-way syncing of updates from HubSpot.
Customized Client Data Management: Use custom field mapping to sync unique client details relevant to your firm’s workflow from HubSpot to Karbon.
Avoiding Data Discrepancies: Prevent duplicate records and outdated information in Karbon by setting up correct matching rules and sync configurations for data coming from HubSpot.
Further Reading 📖