Overview
The Karbon integration lets you connect Jump to Karbon so you can sync meeting notes to Karbon records, create Work Items, and pull Karbon details into pre-meeting prep.
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.
What you can do with Karbon
Connect Jump to Karbon
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
In Jump, click Profile & Settings.
Select Integrations, then Add an integration
Find Karbon in the CRM tab and select Connect.
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.
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.
Note: after adding the integration, Karbon contacts will be available in the Contacts tab of Jump.
Sync meeting notes to Karbon
When you sync meeting notes, Jump creates a Karbon Note on the Karbon record you choose.
Supported record types
People (Contacts)
Organizations (Contacts)
Client Groups (Contacts)
Work Items
How to sync a note
In Jump, open the meeting notes you want to sync.
In the Automations panel of the meeting, select Add Note to Contact on the button with the Karbon logo.
The Add note to Contact box will appear. Add the contact you wish to sync the note to in Karbon. The subject and body note fields will auto generate. Then, click “Sync to Karbon now”
The note will appear in Karbon on the corresponding contact.
Create a Karbon Work Item
Karbon Work Items are the best way to sync follow-up work into Karbon.
In the meeting notes you wish to create the Karbon work item for, navigate to the Follow-up tasks section of the meeting.
Click Sync to Karbon on the Follow-up tasks section.
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.
In Karbon, the work item will appear after syncing.
Troubleshooting
I connected Karbon but cannot sync
Confirm Karbon is still connected in Settings → Integrations.
Disconnect and reconnect Karbon.
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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