Loading

Kartra + Privyr

Create new Privyr clients when leads are assigned tags in Kartra

Whenever a new lead is tagged within your Kartra system, this workflow ensures they're promptly added to your Privyr app as a client. It streamlines your client management, removing the need for any manual entry. A simple, yet effective way to bolster your CRM procedures and focus more on meaningful interactions with your clients.

Whenever a new lead is tagged within your Kartra system, this workflow ensures they're promptly added to your Privyr app as a client. It streamlines your client management, removing the need for any manual entry. A simple, yet effective way to bolster your CRM procedures and focus more on meaningful interactions with your clients.

  1. When this happens...
    KartraKartra
    Lead Is Assigned Tag

    Triggers when a lead is assigned a tag.

    TriggerInstant
  2. automatically do this!
    PrivyrPrivyr
    Create Client

    Create a new client in your Privyr account

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • ProductsRequired

    Trigger
    Instant
    Try It
    • Product FunnelsRequired

    • ProductRequired

    • Product Price PointRequired

    Trigger
    Instant
    Try It
    • CalendarsRequired

    • Calendar ClassRequired

    Trigger
    Instant
    Try It
    • Product FunnelsRequired

    • ProductRequired

    • Product Price PointRequired

    Trigger
    Instant
    Try It
    • Tag CategoriesRequired

    • TagsRequired

    Trigger
    Instant
    Try It
    • CalendarsRequired

    • Calendar ClassRequired

    Trigger
    Instant
    Try It
    • CalendarsRequired

    • Calendar ClassRequired

    Trigger
    Instant
    Try It
    • FormsRequired

    Trigger
    Instant
    Try It
kartra logo
kartra logo

About Kartra

Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.
Learn moreHelp

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
privyr logo
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.

Related categories