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Karbon, practice management integration
Karbon, practice management integration

Integrating client meeting platform Connect4 with practice management platform Karbon

Written by Andrew Jordon
Updated over a week ago

Why use Connect4 with Karbon?

Connect4 provides the best possible client meetings. Karbon enables best in class workflows to deliver your clients desired outcomes. We are now bringing these two tools closer together to create a more seamless workflow.

Getting started takes no time at all.

Firstly authenticate Karbon in Connect4.

Note: You must be the Connect4 account owner to setup the Karbon integration.

The Karbon access key can be found within your Karbon account under Settings.

If you select the 'Manage' or 'Connect' button- you will be provided with an API key you can copy.

Add that copied key to Connect4 under 'Integrations' which is shown when you click on your avatar in the top right.

Turn the Karbon integration on by flicking the switch and pasting the Access Key you copied from Karbon.

If a colleague is a team member in your Connect4 organisation and has a seat in Karbon they too will be connected.

There are some firms that have more than one Connect4 organisations (for example two different brands) you will need to add the Karbon access key to both organisations in Connect4. You can add the same Karbon access key to more than one Connect4 organisation. Just repeat for both 'Organisation Context(s)'

Once you are setup:

Using the Karbon integration to speed-up getting meetings setup and actions into internal workflows.

Whether an ad-hoc meeting with a client they have requested or as part of your proactive approach to having monthly or quarterly business reviews with clients make sure you utilise a Connect4 pod.

When setting up a meeting with a client for the first time on Connect4 you or your team member will need to create a pod that will become the home for all meetings with that specific client.

Creating a pod using Karbon contacts

Simply Add a new pod in the usual way. When adding clients emails to a new pod- typing the first letters of the email address will surface any contact that is included within your Karbon contact cards.

Once you have a pod created-

Assigning actions within a Connect4 pod to feed into Karbon

Any actions assigned to team members in a pod will automatically be added to your Karbon todo list that can then be assigned to work, trigger automations or be brought into My Week.

There are three potential outcomes when creating an action item either during a meeting or in the pod outside of a meeting:

  1. Assigning an action to yourself or a team member who has a Karbon seat.

A Karbon icon will appear once sent to Karbon todo's and this will show at the bottom of your Todo's page to be prioritised into your preferred workflow.

Note: this is currently a one way synchronisation meaning once the todo is cleared within Karbon- it will still need to be marked completed within Connect4 when preparing for you next meeting. This workflow works well when and the beginning of the next meeting you tick off the previously agreed action items.

2. Assign an action to yourself or a team member who does not have a Karbon seat.

This will not feed into Karbon and you will get a red notifier.

3. Assign a client an action.

This will not go into Karbon todo's currently.

Reminder on Meeting notes and Triage

Meeting notes and actions can (and should!) be sent out in the post meeting email summary within Connect4- this is a handy way of getting meeting notes into Triage in Connect4 and can also be assigned to work that way.

Prefer to watch a walkthrough instead- watch below:

This is phase one of our integration with a number of enhancement already en route. Please do get in touch with either your Karbon or Connect4 account manager or support with any further requests.

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