Kartra + SimpleCert
Assign tags to new Kartra leads and add recipients in SimpleCert
Streamline your lead management and certification process with this workflow. When a lead is assigned a specific tag in Kartra, this setup will immediately add them as a recipient in SimpleCert. No more manual data entry – enjoy a seamless transfer of information between your marketing and certificate management platforms.
Streamline your lead management and certification process with this workflow. When a lead is assigned a specific tag in Kartra, this setup will immediately add them as a recipient in SimpleCert. No more manual data entry – enjoy a seamless transfer of information between your marketing and certificate management platforms.
- When this happens...Lead Is Assigned Tag
Triggers when a lead is assigned a tag.
- automatically do this!Add Recipient
Use this action to add a new recipient to an existing SimpleCert project.
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