Pipedrive integration with Karbon
How to Create Karbon person contacts for new person records in Pipedrive
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Karbon person contacts for new person records in Pipedrive" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Karbon integrations
Karbon actions
Nekton can use any feature that is available in Karbon API.
Using our advanced AI, you can easily create custom automations for Karbon.
Here are some typical actions you can do in your automated workflows.
Create Person Contact
Creates a new person contact.
Create Organization Contact
Creates a new organization contact.
Find a Person Contact
Search for a person contact by name or email address.
Update Person Contact
Updates a person contact.
Update Organization Contact
Updates an organization contact.
Find an Organization Contact
Search for an organization contact by name or email address.
About Karbon
Karbon is a workstream collaboration platform combining email, discussions, tasks & powerful workflows to give your team everything it needs to get work done.