Salesforce + Kartra Integrations

How to connect Salesforce + Kartra

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Supported triggers and actions

What does this mean?

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

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.