Kartra + Pensight
Create new Kartra leads for new Pensight orders submitted by clients
Streamline your sales process with this integration. As soon as a client places an order in Pensight, the information is immediately reflected in Kartra. This quick update improves communication and efficiency, while also optimizing possible conversions. Benefit from a more effective management of your sales pipeline by simplifying your workflow.
Streamline your sales process with this integration. As soon as a client places an order in Pensight, the information is immediately reflected in Kartra. This quick update improves communication and efficiency, while also optimizing possible conversions. Benefit from a more effective management of your sales pipeline by simplifying your workflow.
- When this happens...Client Submitted an Order
Triggers when client submits a new order. Useful for post-checkout actions.
- automatically do this!Create New Lead
Creates a new lead in your Kartra account.
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New Client Started Their First Order
Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.
Try ItA User Submitted Form Result
Triggers when a user submitted a form. Useful for inbound lead collection, i.e. sign up emails.
Try ItTag CategoriesRequired
TagsRequired
Try ItCalendarsRequired
Calendar ClassRequired
Try It
