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How to integrate Karbon with Jump

Written by Kyle Copier

Who can use this feature?

  • Full users on Ramping, Core, or Scale (legacy)

  • Full users on Meet

Before you start:

  • The account admin will need to enter in the Karbon API Access key in Jump. Ensure you are an account admin before trying to set this integration up for the first time.

Use Jump's Karbon integration to enable seamless data sharing across both platforms. With this integration, you can:

  • Sync meeting notes to Karbon as Notes on:

    • People (Contacts)

    • Organizations (Contacts)

    • Client Groups (Contacts)

    • Work Items

  • Create Work Items in Karbon

  • Pull Karbon context into Pre-meeting prep

  • Import Karbon contacts into Jump Contacts

Connect Karbon to Jump

  1. In Jump, click Profile & Settings.

  2. Select Integrations, then Add an integration.
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  3. Find Karbon in the CRM tab and select Connect.

  4. Enter the Access Key and click Connect Karbon. Once you have completed this step, users under your account will also be able to integrate Karbon on their own accounts.
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  5. When the integration is added, the Add an integration box will appear to help you set up your Karbon automations. Choose the appropriate selection for your workflow, then, click Continue.
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Note: after adding the integration, Karbon contacts will be available in the Contacts tab of Jump.

Using the Karbon integration

Before a meeting

  1. Go to Meetings > Upcoming and click on the scheduled meeting.

  2. Navigate to the Meeting prep tab to view the information Jump compiled using contact and entity data from Karbon.

After a meeting

  1. In Jump, navigate to Meetings > AI Processed and select the meeting you wish to sync notes from.

  2. Open the meeting notes in the After the meeting panel.

  3. Use the provided automation tiles to sync the meeting note, update fields, and initiate processes in Karbon.

  4. In the Follow-up tasks section, click Sync notes to Karbon.
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Create a Karbon Work Item

Karbon Work Items are the best way to sync follow-up work into Karbon.

  1. In the meeting notes you wish to create the Karbon work item for, navigate to the Follow-up tasks section of the meeting.

  2. Click Sync to Karbon on the Follow-up tasks section.

  3. In the interface that appears, check the box next to the Work Items you’d like to sync, and then click Sync these tasks to Karbon.
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  4. In Karbon, the work item will appear after syncing.
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Troubleshooting

  • I connected Karbon but cannot sync

    • Confirm Karbon is still connected in Settings → Integrations.

    • Disconnect and reconnect Karbon.
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  • Pre-meeting prep does not generate

    • Confirm the Jump contact is linked to a Karbon record.

    • Try again after reconnecting Karbon.
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Need more help?

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