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Salesforce + Kartra Integrations

How to connect Salesforce + Kartra

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  • Salesforce triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce triggers, actions, and search
    New Record
    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Field on Record
    Triggers 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
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Record
    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Add Contact to Campaign
    Adds an existing contact to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Add Lead to Campaign
    Adds an existing lead to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Attachment
    Creates a new attachment (max 25MB).
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Contact
    Creates a new contact in Salesforce.
    Action
    Write
  • 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

  1. Step 1: Authenticate Salesforce and Kartra.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more
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 more

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