

AUTOMATION
HUBSPOT TO KARBON AUTOMATION
Purpose
The HubSpot to Karbon integration provides automated contact and company syncing, ensuring that service teams always have up-to-date client records in Karbon without manual double-entry. This integration also allows for a lifecycle-driven data flow, filtering which HubSpot records sync into Karbon based on their lifecycle stage, reducing "noise" and ensuring only qualified clients trigger work-item creation. Furthermore, it supports custom field mapping to preserve essential client details across systems.
Impact
This integration eradicates the need for manual data entry of client information, saving significant time and reducing errors. By ensuring service teams have real-time, up-to-date client records, it streamlines operations and improves efficiency. The lifecycle-driven data flow means that only relevant client opportunities transition to Karbon, preventing unnecessary work-item creation and focusing resources on engaged clients. Custom field mapping ensures that critical client-specific details, such as "Client Owner" or industry segment, are seamlessly transferred and maintained for consistent data integrity across both HubSpot and Karbon.
ROI: