Kartra + Pipedrive
Kartra + Pipedrive
Kartra + Pipedrive integrations
"filter and subscribe new deals in Pipedrive to sequences in Kartra"
This workflow comes to life when a match is found for a deal in Pipedrive, leading to a lead being subscribed to a sequence in Kartra. It aids in streamlining your marketing efforts by ensuring that prospective customers in your pipeline consistently receive your marketing sequences. Hence, this automation expedites the process, closing the communication gap and nurturing leads effectively.
- When this happens...
Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.TriggerPolling - automatically do this!
Subscribe Lead to SequenceSubscribe a lead to a sequence at a particular step in your Kartra account.ActionWrite
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More things you can do with Pipedrive and Kartra
Discover other triggers and actions you can use with Pipedrive and Kartra
- Copy
- FilterRequired
- Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New LeadTriggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Filter ID
- Status
- Board ID
- Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Filter By
- Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Person IDRequired
- Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Product Variation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Follower User IDRequired
- Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContentRequired
- Deal ID
- Pin note to deal
- Person ID
- Pin note to person
- Organization ID
- Project ID
- Pin note to organization
- Lead ID
- Pin note to lead
- Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Deal IDRequired
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization to UpdateRequired
- Organization Name
- Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Product IDRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- Title
- Project ID
- Description
- Done
- Due Date
- Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity Type ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Person IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Stage IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search type
- Organization NameRequired
- Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search type
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search TermRequired
- Exact Match?
- Assignee
- Project IDRequired
- Done
- TitleRequired
- Description
- Due Date
- Parent Task ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Tag CategoriesRequired
- TagsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CalendarsRequired
- Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CalendarsRequired
- Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- MembershipsRequired
- Membership LevelsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Page Split Test LinkRequired
- VersionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Tracking Link CategoryRequired
- Tracking LinksRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Video CategoriesRequired
- VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Kartra Page WebsiteRequired
- PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CalendarRequired
- Calendar ClassRequired
- EmailRequired
- Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subscription ID
- Transaction ID
- EmailRequired
- Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subscription IDRequired
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
- Next Payment Date
- Amount
- Recurrence
- Quantity
- Installments Left
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Add Points to a LeadRequired
- EmailRequired
- Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Remove Points From a LeadRequired
- EmailRequired
- Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Retrieve All the Pages in Your AccountGet all the pages in your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Subscribe Lead to ListRequired
- EmailRequired
- Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tag CategoryRequired
- Unassign a TagRequired
- EmailRequired
- Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unsubscribe Lead From SequenceRequired
- EmailRequired
- Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead Details
- Email
- Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Transaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead ID
- EmailRequired
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin Account
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - DealRequired
- Discount DescriptionRequired
- Discount AmountRequired
- Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deal IDRequired
- Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Deal ID
- Person ID
- Organization ID
- Product ID
- Activity ID
- Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Person ID
- Organization ID
- Owner User ID
- Note
- Pin note to lead
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
- Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization NameRequired
- Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Project IDRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity to UpdateRequired
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Title
- Owner User ID
- Organization ID
- Person ID
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Person to UpdateRequired
- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProductRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Deal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search TermRequired
- Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- Include file data
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search type
- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- Search TermRequired
- Exact Match
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CalendarsRequired
- Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- MembershipsRequired
- Membership LevelsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Tag CategoriesRequired
- TagsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Video CategoriesRequired
- VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Page CategoryRequired
- PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Tag CategoryRequired
- Assign a TagRequired
- EmailRequired
- Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CalendarRequired
- Calendar ClassRequired
- Starting Date
- EmailRequired
- Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Field IdentifierRequired
- Custom Field TypeRequired
- Custom Field Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead ID
- EmailRequired
- New Email
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subscription IDRequired
- Subscription StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Transaction IDRequired
- Amount
- EmailRequired
- Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Retrieve All the Lists in Your Account
Get all the lists in your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Retrieve All the Sequences in Your Account
Get all the sequences from your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Retrieve All the Custom Fields in Your Account
Get all the custom fields from your account in Kartra.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Subscribe Lead to SequenceRequired
- Sequence StepRequired
- EmailRequired
- Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unsubscribe Lead From ListRequired
- EmailRequired
- Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subscription IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead ID
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.
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Related Zap Templates
- Create Pipedrive people when new Kartra leads fill an optin form
- Tag new Pipedrive leads in Kartra for efficient tracking and sorting
- Subscribe new Pipedrive leads to a sequence in Kartra
- Create new Pipedrive persons from new Kartra lead list subscriptions
- Assign tags to leads in Kartra when deal stages are updated in Pipedrive