How to connect Zoho CRM + Kartra
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- New ContactTriggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.Trigger
- New LeadTriggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.Trigger
- New Module EntryTriggers instantaneously when any entry is created in the specified module.Trigger
- New or Updated ContactTriggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.Trigger
- New or Updated LeadTriggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.Trigger
- New/Updated Module EntryTriggers instantaneously when any entry is created or updated in the specified module.Trigger
- New UserTriggers when a new active user is added to your Zoho CRM account.Trigger
- Updated Module EntryTriggers instantaneously when a module entry is updatedTrigger
- Zoho CRM
Add attachment to the slected Module entry
Scheduled
Action
- Zoho CRM
Add new tag to existing module entries
Scheduled
Action
- Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
- Zoho CRM
Creates a new entry in a module
Scheduled
Action
- Zoho CRM
Update existing entry in the selected module
Scheduled
Action
- Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
- Zoho CRM
Create or update module entries
Scheduled
Action
- Zoho CRM
Finds an entry in a module
Scheduled
Action
- Zoho CRM
Create contact if contact does not exist
Scheduled
Action
- Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
- Zoho CRM
Create module entry if entry does not exist
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 Zoho CRM + Kartra Integrations Work
- Step 1: Authenticate Zoho CRM 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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