How the Karbon Integration Works
Begin every client relationship painlessly by creating and sending proposals and getting the work underway, right in your very first meeting.
Connecting your GoProposal App to Karbon takes seconds. You just need to enter your Karbon Access Key in GoProposal and you’re away.
GoProposal will automatically pull your Karbon contacts into your GoProposal app. If they don’t already exist in Karbon, the GoProposal will create the for you.
CONNECT LINE ITEMS TO WORKFLOWS
You can easily assign each line item in GoProposal to a workflow. So when a proposal is accepted, your workflows are automatically triggered in Karbon.
What is Karbon?
Karbon is practice management software, designed to improve workflow efficiency, standardize practice processes, automate tasks, and grow your firm at scale.
- Karbon is a workstream collaboration platform built to increase visibility, efficiency and communication across teams, departments and locations.
- Deeply integrated with your email, Karbon increases your team’s output by combining external and internal communication with powerful workflow, systemized processes and automation in a single cloud-native platform.
Find out more or try Karbon for free.
Start providing your clients with a world-class experience
GoProposal will help you to create a world-class experience for your clients and your team, helping you to deliver wow with every interaction.