Kartra + Rally.fan

Create leads in Kartra from new customers in Rally.fan

Effortlessly nurture your client relationships with this seamless integration between Rally.fan and Kartra. When a new customer signs up on Rally.fan, this workflow automatically creates a lead in Kartra, ensuring all fresh opportunities are promptly captured. This process enables your team to engage with new prospects immediately and focus on growing meaningful interactions. Enjoy a more efficient and organized customer management experience with this streamlined automation.

When this happens...
New Customer
Triggers when a customer has purchased something from you signed up as a lead.
TriggerPolling
automatically do this!
Create New Lead
Creates a new lead in your Kartra account.
ActionWrite

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Supported triggers and actions

Canceled Recurring Membership
Triggers when a customer has canceled a recurring membership.
Trigger
Polling
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New Recurring Membership
Triggers when a customer has purchased a recurring membership.
Trigger
Polling
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- Tag CategoriesRequired
- TagsRequired
Trigger
Instant
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- CalendarsRequired
- Calendar ClassRequired
Trigger
Instant
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- CalendarsRequired
- Calendar ClassRequired
Trigger
Instant
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- FormsRequired
Trigger
Instant
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- MembershipsRequired
- Membership LevelsRequired
Trigger
Instant
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- Page Split Test LinkRequired
- VersionRequired
Trigger
Instant
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- ScoreRequired
Trigger
Instant
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- SequencesRequired
Trigger
Instant
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- SequencesRequired
Trigger
Instant
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- Tracking Link CategoryRequired
- Tracking LinksRequired
Trigger
Instant
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- ListsRequired
Trigger
Instant
Try It
- Video CategoriesRequired
- VideosRequired
Trigger
Instant
Try It
- Kartra Page WebsiteRequired
- PageRequired
Trigger
Instant
Try It
- CalendarRequired
- Calendar ClassRequired
- EmailRequired
- Lead ID
Action
Write
- Subscription ID
- Transaction ID
- EmailRequired
- Lead ID
Action
Write
- 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
Action
Write
- Subscription IDRequired
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
- Next Payment Date
- Amount
- Recurrence
- Quantity
- Installments Left
Action
Write
- Add Points to a LeadRequired
- EmailRequired
- Lead ID
Action
Write
- Remove Points From a LeadRequired
- EmailRequired
- Lead ID
Action
Write
Retrieve All the Pages in Your Account
Get all the pages in your Kartra account.
Action
Write
Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
Action
Write
- Subscribe Lead to ListRequired
- EmailRequired
- Lead ID
Action
Write
- Tag CategoryRequired
- Unassign a TagRequired
- EmailRequired
- Lead ID
Action
Write
- Unsubscribe Lead From SequenceRequired
- EmailRequired
- Lead ID
Action
Write
- Lead Details
- Email
- Lead ID
Action
Search
- Transaction IDRequired
Action
Search
- 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
Action
Search or write

New Customer
Triggers when a customer has purchased something from you signed up as a lead.
Trigger
Polling
Try It
- 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
- ProductsRequired
Trigger
Instant
Try It
- MembershipsRequired
- Membership LevelsRequired
Trigger
Instant
Try It
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Trigger
Instant
Try It
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Trigger
Instant
Try It
- SequencesRequired
Trigger
Instant
Try It
- ListsRequired
Trigger
Instant
Try It
- Tag CategoriesRequired
- TagsRequired
Trigger
Instant
Try It
- Video CategoriesRequired
- VideosRequired
Trigger
Instant
Try It
- Page CategoryRequired
- PageRequired
Trigger
Instant
Try It
- Tag CategoryRequired
- Assign a TagRequired
- EmailRequired
- Lead ID
Action
Write
- CalendarRequired
- Calendar ClassRequired
- Starting Date
- EmailRequired
- Lead ID
Action
Write
- Custom Field IdentifierRequired
- Custom Field TypeRequired
- Custom Field Options
Action
Write
- 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
Action
Write
- Subscription IDRequired
- Subscription StatusRequired
Action
Write
- Transaction IDRequired
- Amount
- EmailRequired
- Lead ID
Action
Write
Retrieve All the Lists in Your Account
Get all the lists in your Kartra account.
Action
Write
Retrieve All the Sequences in Your Account
Get all the sequences from your Kartra account.
Action
Write
Retrieve All the Custom Fields in Your Account
Get all the custom fields from your account in Kartra.
Action
Write
- Subscribe Lead to SequenceRequired
- Sequence StepRequired
- EmailRequired
- Lead ID
Action
Write
- Unsubscribe Lead From ListRequired
- EmailRequired
- Lead ID
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Subscription IDRequired
Action
Search
- Lead ID
- Email
Action
Search

About Kartra

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

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

About Rally.fan

Rally.Fan is an all-in-one-creator store that lets you sell digital products, offer courses, run coaching, and engage your followers.

Related categories

App Builder

Related Zap Templates

Add new Rally.fan customers to Kartra lead lists

Related Zap Templates

Add new Rally.fan customers to Kartra lead lists

Kartra + Rally.fan

Create leads in Kartra from new customers in Rally.fan

Canceled Recurring Membership

New Recurring Membership

Lead Is Assigned Tag

Lead Cancels a Calendar

Lead Registers to a Calendar

Lead Fills an Optin Form

Lead Is Granted Access to Membership

Lead Clicks on a Page Split Test Link

Lead Reaches Score for the First Time

Lead Completes a Sequence

Lead Is Removed From Sequence

Lead Clicks on a Tracking Link

Lead Is Unsubscribed From List

Lead Plays a Kartra Video

Lead Visits a Kartra Page

Cancel Lead Subscription to Calendar

Cancel a Subscription

Create New Lead

Edit Subscription

Add Points to a Lead

Remove Points From a Lead

Retrieve All the Pages in Your Account

Retrieve All the Tags in Your Account

Subscribe Lead to List

Unassign Tag From Lead

Unsubscribe Lead From Sequence

Retrieve Lead Details

Retrieve Transaction Details

Find or create lead

New Customer

Affiliate Signs Up for Product

Customer Buys Product

Lead Completes a Calendar

Customer Cancels Subscription

JV Signs Up for Product

Lead Is Revoked Access to Membership

Customer Partial Refunds Product

Customer Refunds Product

Lead Is Added to Sequence

Lead Subscribes to List

Lead Is Unssigned Tag

Lead Completes a Kartra Video

Lead Visits External Page

Assign Tag to Lead

Suscribe Lead to Calendar

Create Custom Field

Edit Lead

Modify Subscription Status

Refund a Transaction

Retrieve All the Lists in Your Account

Retrieve All the Sequences in Your Account

Retrieve All the Custom Fields in Your Account

Subscribe Lead to Sequence

Unsubscribe Lead From List

API Request (Beta)

Retrieve Subscription Details

Search Lead

About Kartra

Related categories

Similar apps

Zapier Interfaces

About Rally.fan

Related categories

Related Zap Templates

Related Zap Templates