Zoho CRM + Kartra Integrations

How to connect Zoho CRM + Kartra

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Supported triggers and actions

What does this mean?

New Contact
Triggers 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
Scheduled
New Lead
Triggers 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
Scheduled
New Module Entry
Triggers instantaneously when any entry is created in the specified module.
Trigger
Instant
New or Updated Contact
Triggers 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
Scheduled
New or Updated Lead
Triggers 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
Scheduled
New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
Trigger
Instant
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Updated Module Entry
Triggers instantaneously when a module entry is updated
Trigger
Instant
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.