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 remains consistent and up to date across both platforms, reducing duplicate data entry and enhancing workflow efficiency.
Video Overview:
Key Features/Benefits:
Automated Data Syncing: Sync HubSpot Company and Contact data with Karbon to maintain accurate client records.
Custom Field Mapping: Map custom HubSpot fields to Karbon fields for tailored data synchronization.
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 to minimize duplication.
Seamless Client Management: Connect People and Organizations automatically for streamlined business relationships.
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 remain current by continuously syncing updates between HubSpot and Karbon.
Customized Client Data Management: Use custom field mapping to sync unique client details relevant to your firm’s workflow.
Avoiding Data Discrepancies: Prevent duplicate records and outdated information by setting up correct matching rules and sync configurations.
Further Reading 📖