Integrate GoProposal with Karbon

Sync contacts and automatically trigger tasks and workflows in Karbon when your proposals are accepted.

"I've used Goproposal for almost 1 year and it has been a key tool in transforming my business. The software is excellent and the team behind it provide fantastic support."

Marie Donaldson
Fresh Clarity Limited

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.

CONNECT THE APPS

Connecting your GoProposal App to Karbon takes seconds. You just need to enter your Karbon Access Key in GoProposal and you’re away.

SYNCHRONISE CONTACTS

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.