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ConvertKit + Privyr

Add new ConvertKit form subscribers as clients in Privyr

Easily streamline your client onboarding process with this ConvertKit-Privyr workflow. When a new subscriber fills out a form in ConvertKit, a client will be created in Privyr, helping you keep track of your leads and manage your communication seamlessly. Save time and stay organized by automating this essential task in your business.

Easily streamline your client onboarding process with this ConvertKit-Privyr workflow. When a new subscriber fills out a form in ConvertKit, a client will be created in Privyr, helping you keep track of your leads and manage your communication seamlessly. Save time and stay organized by automating this essential task in your business.

  1. When this happens...
    ConvertKitConvertKit
    New Form Subscriber

    Triggers when a subscription occurs on a specific form.

    TriggerInstant
  2. automatically do this!
    PrivyrPrivyr
    Create Client

    Create a new client in your Privyr account

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • SequenceRequired

    Trigger
    Instant
    Try It
    • TagRequired

    Trigger
    Instant
    Try It
    • FormRequired

    • EmailRequired

    • First Name

    • Optin to Sequence

    Action
    Write
  • ConvertKit triggers, actions, and search

    New Purchase

    Triggers when a new purchase is added to your account.

    Trigger
    Instant
    Try It
  • ConvertKit triggers, actions, and search

    New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

    Trigger
    Instant
    Try It
  • ConvertKit triggers, actions, and search

    New Unsubscribe

    Triggers when a subscriber unsubscribes from your emails.

    Trigger
    Instant
    Try It
    • Transaction IDRequired

    • EmailRequired

    • Subtotal

    • Tax

    • Shipping

    • Discount

    • Total

    • Currency

    • Transaction Time

    • Status

    • Product nameRequired

    • Product IDRequired

    • Product SKU

    • Product price

    • Product quantity

    Action
    Write
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convertkit logo

About ConvertKit

ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
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privyr logo

About Privyr

Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.

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