Connect followup-crm and karbon to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for followup-crm
Choose an Action
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- Request a new Action for karbon
Integrate followup-crm with your favorite apps
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before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your followup-crm and karbon accounts to viaSocket. Once connected, you can set up a workflow where an event in followup-crm triggers actions in karbon (or vice versa).
Absolutely. You can customize how followup-crm data is recorded in karbon. This includes choosing which data fields go into which fields of karbon, setting up custom formats, and filtering out unwanted information.
The data sync between followup-crm and karbon typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between followup-crm and karbon. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About followup-crm
Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.
Learn MoreAbout karbon
Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.
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