Using Zapier you can connect and sync contact data between Karbon and more than 1,500 other apps connected to Zapier.

Karbon's integration with Zapier is currently in early access. You can find it in the Zapier app directory here.

How Zapier works

Zapier provides Triggers and Actions for each app that it supports, including Karbon.

A Zap combines a trigger from one app with an Action in another. Whenever the trigger occurs, Zapier automatically completes the action for you.

If you're new to Zapier, you can learn more in their Getting Started Guide.

Available Karbon Triggers

  • Person Contact Created: Triggers when a new person contact is created in Karbon.

  • Organization Contact Created: Triggers when a new organization contact is created in Karbon.

  • Person Contact Updated: Triggers when a new person contact is updated in Karbon.

  • Organization Contact Created: Triggers when a new organization contact is updated in Karbon.

Available Karbon Actions

  • Create Person Contact: Creates a new person contact in Karbon.

  • Create Organization Contact: Creates a new organization contact in Karbon.

  • Update Person Contact: Updates a person contact in Karbon.

  • Update Organization Contact: Updates an organization contact in Karbon.

Steps to connect your Karbon account and set up your first Zap

1. Sign up for a Zapier account

To get started you'll need a Zapier account.  If you don't have an account already, you can sign up for free.

2. Create your first Zap

Click the "Make a New Zap" button, which is at the top-right corner of the page when you have logged into Zapier. Learn more here.

3. Select Karbon as your Trigger App

Search for Karbon as your Trigger App. 

Once Karbon has been selected, you can choose a Trigger.

4. Connect your Karbon account

Clicking Connect your account will open a new window asking you to provide your Karbon API key. 

You can find your API key in your Karbon account at Settings > Connected Apps > Zapier (it's a long code made up of letters and numbers).

Copy and paste the API key into the Zapier window, and click Connect.

5. Complete your Zap by adding an Action step

Choose from one of Zapier's 1,500+ app integrations to create an action step. For more details on this, refer to Zapier's Getting Started Guide.

6. Using Karbon actions
If you'd prefer, you can also set up a  Zap where another app triggers an action to Karbon. 

If you do this, choose another app for your Trigger step, and Karbon as your Action step.

What fields does Karbon sync with Zapier?

Currently, Karbon syncs contact data with Zapier. These fields include:

Person contacts

  • First name

  • Last name

  • Client identifier

  • Contact type

  • Preferred name

  • Salutation

  • Email address

  • Address line

  • City 

  • State/ Province/ County

  • Zip code

  • Country

  • Phone number

Organization contacts

  • Name

  • Client identifier

  • Contact type

  • Website

  • Address line

  • City

  • State/ Province/ County

  • Zip code

  • Country

  • Phone number

Further reading: 10 Zapier automations to keep your Karbon contact details up-to-date

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