How to connect Salesforce + Kartra
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- New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger
- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- Kartra
Triggers when an affiliate signs up for a product.
Instant
Trigger
- Kartra
Triggers when a lead is assigned a tag.
Instant
Trigger
- Kartra
Triggers when a customer buys product.
Instant
Trigger
- Kartra
Triggers when a lead is cancels a calendar.
Instant
Trigger
- Kartra
Triggers when a lead is completes a calendar.
Instant
Trigger
- Kartra
Triggers when a lead is registered to a calendar.
Instant
Trigger
- Kartra
Triggers when a customer cancels subscription.
Instant
Trigger
- Kartra
Triggers when a lead fills in an optin form.
Instant
Trigger
- Kartra
Triggers when an jv signs up for a product.
Instant
Trigger
- Kartra
Triggers when a lead is granted access to membership.
Instant
Trigger
- Kartra
Triggers when a lead is revoked access to membership.
Instant
Trigger
- Kartra
Triggers when a lead clicks on a page split test link.
Instant
Trigger
- Kartra
Triggers when a customer partial refunds product.
Instant
Trigger
- Kartra
Triggers when a lead reaches score for the first time.
Instant
Trigger
- Kartra
Triggers when a customer refunds product.
Instant
Trigger
- Kartra
Triggers when a lead completes a sequence.
Instant
Trigger
- Kartra
Triggers when a lead is added to a sequence.
Instant
Trigger
- Kartra
Triggers when a lead is removed from sequence.
Instant
Trigger
- Kartra
Triggers when a lead is subscribed to a list.
Instant
Trigger
- Kartra
Triggers when a lead clicks on a tracking link.
Instant
Trigger
- Kartra
Triggers when a lead is unassigned a tag.
Instant
Trigger
- Kartra
Triggers when a lead is unsubscribed from a list.
Instant
Trigger
- Kartra
Triggers when a lead completes a kartra video.
Instant
Trigger
- Kartra
Triggers when a lead plays a kartra video.
Instant
Trigger
- Kartra
Triggers when a lead visits an external page.
Instant
Trigger
- Kartra
Triggers when a lead visits a kartra page.
Instant
Trigger
- Kartra
Assign a lead to tags in your Kartra account.
Scheduled
Action
- Kartra
Cancels a lead subscription to a Kartra calendar.
Scheduled
Action
- Kartra
Subscribes a lead to a Kartra calendar.
Scheduled
Action
- Kartra
Cancels a Kartra subscription.
Scheduled
Action
- Kartra
Creates a custom field in your Kartra account.
Scheduled
Action
- Kartra
Creates a new lead in your Kartra account.
Scheduled
Action
- Kartra
Edit an existing lead from your Kartra account.
Scheduled
Action
- Kartra
Add points to a lead in your Kartra account.
Scheduled
Action
- Kartra
Refunds a Kartra transaction.
Scheduled
Action
- Kartra
Remove points from a lead in your Kartra account.
Scheduled
Action
- Kartra
Get all the lists in your Kartra account.
Scheduled
Action
- Kartra
Get all the pages in your Kartra account.
Scheduled
Action
- Kartra
Get all the sequences from your Kartra account.
Scheduled
Action
- Kartra
Get all the tags from the your account in Kartra.
Scheduled
Action
- Kartra
Get all the custom fields from your account in Kartra.
Scheduled
Action
- Kartra
Subscribe a lead to lists in your Kartra account.
Scheduled
Action
- Kartra
Subscribe a lead to a sequence at a particular step in your Kartra account.
Scheduled
Action
- Kartra
Remove tags from a lead of your choosing.
Scheduled
Action
- Kartra
Unsubscribe a lead from lists in your Kartra account.
Scheduled
Action
- Kartra
Unsubscribe lead from sequences in your Kartra account.
Scheduled
Action
- Kartra
Get the details of the lead, including transactions made, subscriptions to lists, tags and sequences.
Scheduled
Action
- Kartra
Search for a lead in your Kartra account.
Scheduled
Action
How Salesforce + Kartra Integrations Work
- Step 1: Authenticate Salesforce and Kartra.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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