Zoho CRM + Kartra Integrations

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Create Zoho CRM module entries for new Kartra opt-in form leads
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Kartra + Zoho CRM

Create Zoho CRM module entries for new Kartra opt-in form leads

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Details

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Kartra + Zoho CRM

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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
Try It
- ModuleRequired
Trigger
Instant
Try It
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
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
  Account to which the lead need to be merged.
- Overwrite
  If set to true Account name of the above selected Account will be replaced by the Company name.
- Contact ID
  Contact to which the lead need to be merged.
- Assign to
  User ID to which the new contact/account ownership to be assigned.
Action
Write
- ModuleRequired
  Select the module you want to update an entry in.
- LayoutRequired
  Select the layout you want to use to update the entry with.
- Entry IDRequired
  Entry ID to update
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
  Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
Action
Search
- E-mailRequired
- LayoutRequired
  Select the layout you want to use to create a lead with.
- Trigger Workflow?
  If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
Action
Search or write
- ProductsRequired
  The kartra Products.
Trigger
Instant
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- Product FunnelsRequired
  Product Funnels.
- ProductRequired
  Product.
- Product Price PointRequired
  Product Price Point.
Trigger
Instant
Try It
- CalendarsRequired
  Calendars.
- Calendar ClassRequired
  The calendar class.
Trigger
Instant
Try It
- Product FunnelsRequired
  Product Funnels.
- ProductRequired
  Product.
- Product Price PointRequired
  Product Price Point.
Trigger
Instant
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- ProductsRequired
  The kartra Products.
Trigger
Instant
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- MembershipsRequired
  Memberships.
- Membership LevelsRequired
  The membership access level.
Trigger
Instant
Try It
- Product FunnelsRequired
  Product Funnels.
- ProductRequired
  Product.
- Product Price PointRequired
  Product Price Point.
Trigger
Instant
Try It
- Product FunnelsRequired
  Product Funnels.
- ProductRequired
  Product.
- Product Price PointRequired
  Product Price Point.
Trigger
Instant
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- SequencesRequired
  The sequences.
Trigger
Instant
Try It
- ListsRequired
  The list you want to get.
Trigger
Instant
Try It
- Tag CategoriesRequired
  Tag Categories.
- TagsRequired
  The tag you want to get.
Trigger
Instant
Try It
- Video CategoriesRequired
  The kartra videos category.
- VideosRequired
  The kartra videos.
Trigger
Instant
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- Page CategoryRequired
  The page categories.
- PageRequired
  The page.
Trigger
Instant
Try It
- Tag CategoryRequired
  The tag category.
- Assign a TagRequired
  The name of the tag.
- EmailRequired
  Email.
- Lead ID
Action
Write
- CalendarRequired
  The Kartra calendar.
- Calendar ClassRequired
  Kartra calendar class.
- Starting Date
  Starting Date.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Custom Field IdentifierRequired
- Custom Field TypeRequired
- Custom Field Options
Action
Write
- Lead ID
- EmailRequired
  Email.
- New Email
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Facebook Account
- Twitter Account
- Linkedin Account
- Google Plus Account
Action
Write
- Subscription IDRequired
- Subscription StatusRequired
Action
Write
- Transaction IDRequired
  The transaction id.
- Amount
  Refund amount. If left empty, the refund will be full.
- EmailRequired
  Email.
- Lead ID
  The lead id.
Action
Write
Retrieve All the Lists in Your Account
Get all the lists in your Kartra account.
Action
Write
Retrieve All the Sequences in Your Account
Get all the sequences from your Kartra account.
Action
Write
Retrieve All the Custom Fields in Your Account
Get all the custom fields from your account in Kartra.
Action
Write
- Subscribe Lead to SequenceRequired
  Subscribe Lead To Sequence.
- Sequence StepRequired
  Sequence Step.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Unsubscribe Lead From ListRequired
  The name of the list.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Api Docs Info
  API docs for Kartra are located here https://documentation.kartra.com/category/zapier/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Subscription IDRequired
Action
Search
- Lead ID
- Email
Action
Search

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
Try It
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
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
  Comma separated Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
  API docs for Zoho CRM are located here https://www.zoho.com/crm/developer/docs/api/v2/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- E-mailRequired
- LayoutRequired
  Select the layout you want to use to create a contact with.
- Trigger Workflow?
  If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
  Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Search or write
- Tag CategoriesRequired
  Tag Categories.
- TagsRequired
  The tag you want to get.
Trigger
Instant
Try It
- CalendarsRequired
  Calendars.
- Calendar ClassRequired
  The calendar class.
Trigger
Instant
Try It
- CalendarsRequired
  Calendars.
- Calendar ClassRequired
  The calendar class.
Trigger
Instant
Try It
- FormsRequired
  The optin forms.
Trigger
Instant
Try It
- MembershipsRequired
  Memberships.
- Membership LevelsRequired
  The membership access level.
Trigger
Instant
Try It
- Page Split Test LinkRequired
  The page split test link.
- VersionRequired
  The page split test links.
Trigger
Instant
Try It
- ScoreRequired
  The score the lead needs to reach.
Trigger
Instant
Try It
- SequencesRequired
  The sequences.
Trigger
Instant
Try It
- SequencesRequired
  The sequences.
Trigger
Instant
Try It
- Tracking Link CategoryRequired
  The tracking link category.
- Tracking LinksRequired
  The tracking links.
Trigger
Instant
Try It
- ListsRequired
  The list you want to get.
Trigger
Instant
Try It
- Video CategoriesRequired
  The kartra video category.
- VideosRequired
  The kartra videos.
Trigger
Instant
Try It
- Kartra Page WebsiteRequired
  The kartra page websites.
- PageRequired
  The page.
Trigger
Instant
Try It
- CalendarRequired
  The Kartra calendar.
- Calendar ClassRequired
  Kartra calendar class.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Subscription ID
  The subscription id.
- Transaction ID
- EmailRequired
  Email.
- Lead ID
  The lead id.
Action
Write
- EmailRequired
  Email.
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Facebook Account
- Twitter Account
- Linkedin Account
- Google Plus Account
Action
Write
- Subscription IDRequired
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
- Next Payment Date
- Amount
- Recurrence
- Quantity
- Installments Left
Action
Write
- Add Points to a LeadRequired
  The points to give.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Remove Points From a LeadRequired
  The points to remove.
- EmailRequired
  Email.
- Lead ID
Action
Write
Retrieve All the Pages in Your Account
Get all the pages in your Kartra account.
Action
Write
Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
Action
Write
- Subscribe Lead to ListRequired
  The name of the list.
- EmailRequired
  Email.
- Lead ID
  The lead id.
Action
Write
- Tag CategoryRequired
  The tag category.
- Unassign a TagRequired
  The name of the tag.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Unsubscribe Lead From SequenceRequired
  The name of the sequence.
- EmailRequired
  Email.
- Lead ID
Action
Write
- Email
- Lead ID
Action
Search
- Transaction IDRequired
Action
Search

How to connect Zoho CRM + Kartra

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.

Connect apps

Connect Zoho CRM + Kartra

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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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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Zoho CRM + Kartra Integrations

Create Zoho CRM module entries for new Kartra opt-in form leads

Create Zoho CRM module entries for new Kartra opt-in form leads

Connect your apps and automate workflows

New Contact

New Module Entry

ModuleRequired

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

Affiliate Signs Up for Product

ProductsRequired

Customer Buys Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Lead Completes a Calendar

CalendarsRequired

Calendar ClassRequired

Customer Cancels Subscription

Product FunnelsRequired

ProductRequired

Product Price PointRequired

JV Signs Up for Product

ProductsRequired

Lead Is Revoked Access to Membership

MembershipsRequired

Membership LevelsRequired

Customer Partial Refunds Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Customer Refunds Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Lead Is Added to Sequence

SequencesRequired

Lead Subscribes to List

ListsRequired

Lead Is Unssigned Tag

Tag CategoriesRequired

TagsRequired

Lead Completes a Kartra Video

Video CategoriesRequired

VideosRequired

Lead Visits External Page

Page CategoryRequired

PageRequired

Assign Tag to Lead