Kartra + ConvertKit + Close Integrations
How to connect Kartra + ConvertKit + Close
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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Kartra, ConvertKit, and Close. And don’t forget that you can add more apps and actions to create complex workflows.
Affiliate Signs Up for ProductTriggers when an affiliate signs up for a product.Trigger- Lead Is Assigned TagTriggers when a lead is assigned a tag.Trigger
- Customer Buys ProductTriggers when a customer buys product.Trigger
- Lead Cancels a CalendarTriggers when a lead is cancels a calendar.Trigger
- Lead Completes a CalendarTriggers when a lead is completes a calendar.Trigger
- Lead Registers to a CalendarTriggers when a lead is registered to a calendar.Trigger
- Customer Cancels SubscriptionTriggers when a customer cancels subscription.Trigger
- Lead Fills an Optin FormTriggers when a lead fills in an optin form.Trigger
- Kartra
Triggers when an jv signs up for a product.
Instant
Trigger
- Kartra
Triggers when a lead is granted access to membership.
Instant
Trigger
- Kartra
Triggers when a lead is revoked access to membership.
Instant
Trigger
- Kartra
Triggers when a lead clicks on a page split test link.
Instant
Trigger
- Kartra
Triggers when a customer partial refunds product.
Instant
Trigger
- Kartra
Triggers when a lead reaches score for the first time.
Instant
Trigger
- Kartra
Triggers when a customer refunds product.
Instant
Trigger
- Kartra
Triggers when a lead completes a sequence.
Instant
Trigger
- Kartra
Triggers when a lead is added to a sequence.
Instant
Trigger
- Kartra
Triggers when a lead is removed from sequence.
Instant
Trigger
- Kartra
Triggers when a lead is subscribed to a list.
Instant
Trigger
- Kartra
Triggers when a lead clicks on a tracking link.
Instant
Trigger
- Kartra
Triggers when a lead is unassigned a tag.
Instant
Trigger
- Kartra
Triggers when a lead is unsubscribed from a list.
Instant
Trigger
- Kartra
Triggers when a lead completes a kartra video.
Instant
Trigger
- Kartra
Triggers when a lead plays a kartra video.
Instant
Trigger
- Kartra
Triggers when a lead visits an external page.
Instant
Trigger
- Kartra
Triggers when a lead visits a kartra page.
Instant
Trigger
- Kartra
Assign a lead to tags in your Kartra account.
Scheduled
Action
- Kartra
Cancels a lead subscription to a Kartra calendar.
Scheduled
Action
- Kartra
Subscribes a lead to a Kartra calendar.
Scheduled
Action
- Kartra
Cancels a Kartra subscription.
Scheduled
Action
- Kartra
Creates a custom field in your Kartra account.
Scheduled
Action
- Kartra
Creates a new lead in your Kartra account.
Scheduled
Action
- Kartra
Edit an existing lead from your Kartra account.
Scheduled
Action
- Kartra
Add points to a lead in your Kartra account.
Scheduled
Action
- Kartra
Refunds a Kartra transaction.
Scheduled
Action
- Kartra
Remove points from a lead in your Kartra account.
Scheduled
Action
- Kartra
Get all the lists in your Kartra account.
Scheduled
Action
- Kartra
Get all the pages in your Kartra account.
Scheduled
Action
- Kartra
Get all the sequences from your Kartra account.
Scheduled
Action
- Kartra
Get all the tags from the your account in Kartra.
Scheduled
Action
- Kartra
Get all the custom fields from your account in Kartra.
Scheduled
Action
- Kartra
Subscribe a lead to lists in your Kartra account.
Scheduled
Action
- Kartra
Subscribe a lead to a sequence at a particular step in your Kartra account.
Scheduled
Action
- Kartra
Remove tags from a lead of your choosing.
Scheduled
Action
- Kartra
Unsubscribe a lead from lists in your Kartra account.
Scheduled
Action
- Kartra
Unsubscribe lead from sequences in your Kartra account.
Scheduled
Action
- Kartra
Get the details of the lead, including transactions made, subscriptions to lists, tags and sequences.
Scheduled
Action
- Kartra
Search for a lead in your Kartra account.
Scheduled
Action
- ConvertKit
Triggers when a subscription occurs on a specific form.
Instant
Trigger
- ConvertKit
Triggers when a new purchase is added to your account.
Instant
Trigger
- ConvertKit
Triggers when a subscriber is added to a sequence.
Instant
Trigger
- ConvertKit
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Instant
Trigger
- ConvertKit
Triggers when a specific tag is added to a subscriber.
Instant
Trigger
- ConvertKit
Triggers when a subscriber unsubscribes from your emails.
Instant
Trigger
- ConvertKit
Subscribe someone to a specific form.
Scheduled
Action
- ConvertKit
Adds a purchase to a subscriber, or updates an existing purchase.
Scheduled
Action
- ConvertKit
Add a subscriber to a specific sequence.
Scheduled
Action
- ConvertKit
Add a subscriber to a specific tag.
Scheduled
Action
- ConvertKit
Remove a specific tag from a subscriber if they have it.
Scheduled
Action
- ConvertKit
Finds an existing confirmed subscriber by email.
Scheduled
Action
- Close
Triggers when a new call recording or voicemail is added to Close.
Instant
Trigger
- Close
Triggers when a new Call is created or completed.
Instant
Trigger
- Close
Triggers when a new Contact is added to a Contact Smart View.
Scheduled
Trigger
- Close
Triggers when a new contact is created.
Instant
Trigger
- Close
Triggers when a Custom Activity is created or updated.
Instant
Trigger
- Close
Triggers when a new incoming Email is created or an outgoing Email is sent.
Instant
Trigger
- Close
Triggers when a new Export is created or completed.
Instant
Trigger
- Close
Triggers when a new item appears in your Close inbox.
Instant
Trigger
- Close
Triggers when a new lead is created.
Instant
Trigger
- Close
Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
Instant
Trigger
- Close
Triggers when a new lead is added to a search query or Smart View.
Scheduled
Trigger
- Close
Triggers when a Meeting is scheduled, started, completed, or canceled.
Instant
Trigger
- Close
Triggers when a new membership is added to or removed from your Close organization.
Instant
Trigger
- Close
Triggers when a new event is created.
Instant
Trigger
- Close
Triggers when a new Note is created.
Scheduled
Trigger
- Close
Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
Instant
Trigger
- Close
Triggers when a new opportunity is added.
Instant
Trigger
- Close
Triggers when a contact is subscribed to a sequence, when a sequence subscription is paused, when a sequence subscription is resumed, or when a sequence subscription is finished.
Instant
Trigger
- Close
Triggers when a new inbound SMS is created or an outbound SMS is sent.
Instant
Trigger
- Close
Triggers when a new task is created or completed.
Instant
Trigger
- Close
Adds an address to a lead.
Scheduled
Action
- Close
Delete logged call.
Scheduled
Action
- Close
Delete an email on a lead.
Scheduled
Action
- Close
Deletes a single email address from an existing contact.
Scheduled
Action
- Close
Exports an activity overview or an activity comparison report to a CSV file.
Scheduled
Action
- Close
Merges one lead into another lead.
Scheduled
Action
- Close
Runs an activity overview report for your organization.
Scheduled
Action
- Close
Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".
Scheduled
Action
- Close
Creates a new bulk email.
Scheduled
Action
- Close
Creates a new bulk sequence subscription action.
Scheduled
Action
- Close
Creates a new call.
Scheduled
Action
- Close
Creates a new Contact.
Scheduled
Action
- Close
Creates a new Custom Activity.
Scheduled
Action
- Close
Creates a new email.
Scheduled
Action
- Close
Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.
Scheduled
Action
- Close
Invites a user to join your Close organization.
Scheduled
Action
- Close
Creates a New Lead
Scheduled
Action
- Close
Creates a new note.
Scheduled
Action
- Close
Find the total number of leads in a given query.
Scheduled
Action
- Close
Runs an Opportunity Funnel report for your organization.
Scheduled
Action
- Close
Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.io.
Scheduled
Action
- Close
Creates a new opportunity.
Scheduled
Action
- Close
Runs a sent email report for your organization.
Scheduled
Action
- Close
Subscribes a contact to a sequence.
Scheduled
Action
- Close
Creates a new Lead Smart View.
Scheduled
Action
- Close
Creates a new SMS.
Scheduled
Action
- Close
Runs a status change report for your organization.
Scheduled
Action
- Close
Creates a new Task.
Scheduled
Action
- Close
Select a random user from your organization.
Scheduled
Action
- Close
Turn on and off call forwarding for a specific number.
Scheduled
Action
- Close
Updates an existing Call.
Scheduled
Action
- Close
Updates an existing Contact.
Scheduled
Action
- Close
Updates an exisiting Custom Activity.
Scheduled
Action
- Close
Updates an existing Lead.
Scheduled
Action
- Close
Updates an existing Note.
Scheduled
Action
- Close
Updates an existing Opportunity.
Scheduled
Action
- Close
Updates an existing Sequence Subscription.
Scheduled
Action
- Close
Updates an existing Lead Smart View.
Scheduled
Action
- Close
Updates an existing Task.
Scheduled
Action
- Close
Find an existing call.
Scheduled
Action
- Close
Find a Connected Account you can use to send emails.
Scheduled
Action
- Close
Finds an existing contact.
Scheduled
Action
- Close
Finds an existing Custom Activity.
Scheduled
Action
- Close
Find an existing lead.
Scheduled
Action
- Close
Find an existing note.
Scheduled
Action
- Close
Find an existing Opportunity.
Scheduled
Action
- Close
Find an existing sequence subscription.
Scheduled
Action
- Close
Find an existing task.
Scheduled
Action
- Close
Find an existing Close user.
Scheduled
Action
- Close
Find or Create Contact
Scheduled
Action
- Close
Find or Create Custom Activity
Scheduled
Action
- Close
Find or Create Lead
Scheduled
Action
- Close
Find or Create Note
Scheduled
Action
- Close
Find or Create Opportunity
Scheduled
Action
- Close
Find or Create Task
Scheduled
Action
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How Kartra + ConvertKit + Close Integrations Work
- Step 1: Authenticate Kartra, ConvertKit, and Close.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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