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6 ways to automate ConvertKit with Zapier

By Nicole Replogle · August 11, 2023
The ConvertKit app logo connected to other app logos on a light purple background.

It's no wonder that most brands still rely on email marketing to find and retain customers— it's estimated email marketing will reach nearly 11 billion in revenue by the end of this year. 

But just because email marketing has such great potential doesn't mean you can just send random, mass emails to your audience and expect success. According to HubSpot research, the most effective email marketing campaign strategies involve subscriber segmentation, email automation campaigns, and message personalization.  

ConvertKit is a popular creator marketing platform with all the features you need to generate a sophisticated email marketing strategy. But it can still be time-consuming to ensure your customers and leads are in the right segments and personalize campaigns for maximum impact.

Fortunately, automation simplifies the subscriber generation and organization process—ensuring your emails are always sent to the right person at exactly the right time.

Below, we've gathered Zapier's six most popular automated workflows—called Zaps—that businesses like yours use to get the most out of ConvertKit. 

Editor's note: ConvertKit recently rebranded to Kit. The next time we update this article, we'll be sure to address this, but for now, we'll continue to call it ConvertKit since that's what most users will be doing until it settles in.

Table of contents

  • Update ConvertKit from forms

  • Update ConvertKit based on meetings and events

  • Connect ConvertKit to your eCommerce tool

  • Add leads to ConvertKit

  • Send custom emails

  • Connect ConvertKit to your spreadsheet or database app

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Add leads to ConvertKit from forms

Whenever a new lead expresses interest, it's important to act fast. After all, everyone who reaches out to you is a new messaging opportunity. 

But if your process relies on manually copying and pasting new form submissions into your email marketing software, you can bet a few leads will fall through the cracks.

These Zaps help you optimize your subscriber list growth by adding each new Typeform, Squarespace, or Jotform respondent to your ConvertKit database. Choose whether to add new subscribers to ConvertKit forms, add a specific tag to that subscriber, or add them to a specified sequence. 

Add subscribers to forms in ConvertKit for new Typeform entries

Add subscribers to forms in ConvertKit for new Typeform entries
  • Typeform logo
  • ConvertKit logo
Typeform + ConvertKit

Add tags to subscribers in ConvertKit for new Typeform entries

Add tags to subscribers in ConvertKit for new Typeform entries
  • Typeform logo
  • ConvertKit logo
Typeform + ConvertKit

Add subscribers to forms in ConvertKit from new Squarespace form submissions

Add subscribers to forms in ConvertKit from new Squarespace form submissions
  • Squarespace logo
  • ConvertKit logo
Squarespace + ConvertKit

Add tags to ConvertKit subscribers for new Squarespace form submissions

Add tags to ConvertKit subscribers for new Squarespace form submissions
  • Squarespace logo
  • ConvertKit logo
Squarespace + ConvertKit

Add subscribers to sequences in ConvertKit for new form submissions in Squarespace

Add subscribers to sequences in ConvertKit for new form submissions in Squarespace
  • Squarespace logo
  • ConvertKit logo
Squarespace + ConvertKit

Add new Jotform form respondents as subscriber tags on ConvertKit

Add new Jotform form respondents as subscriber tags on ConvertKit
  • Jotform logo
  • ConvertKit logo
Jotform + ConvertKit

Update ConvertKit based on meetings and events

ConvertKit's tags and segments are great ways to organize your email list based on your preferences. You might categorize subscribers based on their stage in your sales funnel, for instance. 

Once a lead has booked a meeting with you, it's important to update their information in your email list to reflect their new place in the sales funnel. But there's an easier way to keep your notes up to date than relying on manual data entry.

With these Zaps, whenever someone schedules a new appointment with you using Calendly or Acuity Scheduling, a tag will be added automatically to their ConvertKit subscriber profile. That way, you can keep tabs on the leads you've personally spoken to—without needing to make notes yourself. 

Add tagged subscribers to ConverKit from new Calendly events

Add tagged subscribers to ConverKit from new Calendly events
  • Calendly logo
  • ConvertKit logo
Calendly + ConvertKit

Add tags to subscribers in ConvertKit for new Acuity Scheduling appointments

Add tags to subscribers in ConvertKit for new Acuity Scheduling appointments
  • Acuity Scheduling logo
  • ConvertKit logo
Acuity Scheduling + ConvertKit

Connect ConvertKit to your eCommerce tool

If you sell products, it's important to integrate your eCommerce tools with your communication software to maintain customer relationships. When a lead turns into a customer, you'll probably want to add them to a specific audience segment to encourage repeat purchases. 

But follow-up outreach is so much easier—and faster—when you don't rely on manual updates between platforms. These Zaps add tags to your ConvertKit subscribers whenever they purchase a product in Kajabi or ThriveCart. Your email list will stay organized no matter how many sales come through. 

Add tags to subscribers in ConvertKit for new Kajabi purchases

Add tags to subscribers in ConvertKit for new Kajabi purchases
  • Kajabi logo
  • ConvertKit logo
Kajabi + ConvertKit

Add tags to ConvertKit subscribers with new ThriveCart product purchases

Add tags to ConvertKit subscribers with new ThriveCart product purchases
  • ThriveCart logo
  • ConvertKit logo
ThriveCart + ConvertKit

Add leads to ConvertKit

The best way to build your business is to collect (and reach out to) as many leads as possible. You might find leads in several places, including social media and organic website visitors. 

When it comes to following up on interest, time is precious—especially when the lead comes from social media, where new distractions appear constantly. But without consolidating the names and emails of potential customers into one place, marketing outreach can quickly become an overwhelming task. And manually copying and pasting information from your various lead sources into ConvertKit can lead to mistakes—and lost leads. 

Instead, automate your lead consolidation. Use one of these Zaps to pull names and emails from Facebook Lead Ads or ClickFunnels into your ConvertKit subscriber list. From there, you'll be able to follow up on interest right away, capitalizing on new customer opportunities.

Add new leads from Facebook Lead Ads to ConvertKit forms

Add new leads from Facebook Lead Ads to ConvertKit forms
  • Facebook Lead Ads logo
  • ConvertKit logo
Facebook Lead Ads + ConvertKit

Add tags to ConvertKit subscribers with new ClickFunnels Classic contact activity

Add tags to ConvertKit subscribers with new ClickFunnels Classic contact activity
  • ClickFunnels Classic logo
  • ConvertKit logo
ClickFunnels Classic + ConvertKit

Add tags to ConvertKit subscribers for new leads in Facebook Lead Ads

Add tags to ConvertKit subscribers for new leads in Facebook Lead Ads
  • Facebook Lead Ads logo
  • ConvertKit logo
Facebook Lead Ads + ConvertKit

Send custom emails

Zapier workflows can do more than automate adding new subscribers or tags to ConvertKit. You can also set up a Zap that sends emails from a template whenever you get a new or updated ConvertKit subscriber. While ConvertKit has its own automations enabling you to send emails from directly within the platform, you may want the option to create your own custom Zap for this action. 

For instance, you might want to set up automated workflows to notify yourself of new additions to your email list. Or you may want to get an email whenever a specific tag is added to a ConvertKit subscriber.

Send Gmail emails for new ConvertKit subscribers

Send Gmail emails for new ConvertKit subscribers
  • ConvertKit logo
  • Gmail logo
ConvertKit + Gmail

Send Gmail emails for new form subscribers from ConvertKit

Send Gmail emails for new form subscribers from ConvertKit
  • ConvertKit logo
  • Gmail logo
ConvertKit + Gmail

Send Gmail emails for new subscribers tagged in ConvertKit

Send Gmail emails for new subscribers tagged in ConvertKit
  • ConvertKit logo
  • Gmail logo
ConvertKit + Gmail

Connect ConvertKit to your spreadsheet or database app

If you use a spreadsheet or database to store and organize customer information, you know how essential it is to keep it up to date. But there's nothing quite as soul-killing as having to do dual data entry in two separate apps.

If you have all your customer data saved in Google Sheets, automation saves you time copying and pasting it into ConvertKit. These Zaps automatically add tags to subscribers or add subscribers to forms anytime a new spreadsheet row is added or updated in Google Sheets. That way, when you enter a new contact into your database, you can be confident that data is forwarded to your marketing tool for proper segmentation and targeted outreach.

Tag ConvertKit subscribers when new rows appear in Google Sheets spreadsheets

Tag ConvertKit subscribers when new rows appear in Google Sheets spreadsheets
  • Google Sheets logo
  • ConvertKit logo
Google Sheets + ConvertKit

Add subscribers to ConvertKit from new Google Sheets spreadsheets rows

Add subscribers to ConvertKit from new Google Sheets spreadsheets rows
  • Google Sheets logo
  • ConvertKit logo
Google Sheets + ConvertKit

Add tags to ConvertKit subscribers for new or updated rows in a Google Sheet

Add tags to ConvertKit subscribers for new or updated rows in a Google Sheet
  • Google Sheets logo
  • ConvertKit logo
Google Sheets + ConvertKit

Conversely, you can also update your spreadsheet whenever a new subscriber or tag is added in ConvertKit. These Zaps take care of the mundane data entry so you can focus on engaging with your subscribers.

Create Google Sheet rows for new subscribers in ConvertKit

Create Google Sheet rows for new subscribers in ConvertKit
  • ConvertKit logo
  • Google Sheets logo
ConvertKit + Google Sheets

Create Google Sheet rows for new tagged subscribers in ConvertKit

Create Google Sheet rows for new tagged subscribers in ConvertKit
  • ConvertKit logo
  • Google Sheets logo
ConvertKit + Google Sheets

Create Google Sheets rows for new ConvertKit form subscribers

Create Google Sheets rows for new ConvertKit form subscribers
  • ConvertKit logo
  • Google Sheets logo
ConvertKit + Google Sheets

Nurture your audience better by automating ConvertKit 

Email marketing is an essential element of any business—but it can be endlessly time-consuming to update your CRM manually. 

Let automation handle the busy work by pulling in subscriber information from forms, events, purchases, and social media ad campaigns. You can also use Zapier to organize your back-end records by sending you custom emails or updating a spreadsheet with notable changes to your ConvertKit subscriber list.

By automating tedious data entry, you save yourself time for the kinds of work that can't be done by a robot—like generating creative email campaigns and building relationships with your customers.

This is just the start of what you can do with ConvertKit and Zapier. What will you automate first? 

Related reading:

  • 4 ways to automate your email marketing

  • Automatically send personalized emails to new leads

  • How to send an email from a webhook

  • ConvertKit vs. ClickFunnels: Which should you use?

  • How to add subscribers to ConvertKit forms from Typeform

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'