Capsule CRM + Kartra

Update Kartra leads with new or updated Capsule CRM contacts

Effortlessly keep your Capsule CRM contacts and Kartra leads up to date with this seamless workflow. Whenever a new or updated contact is detected in Capsule CRM, the connected lead in Kartra will be edited accordingly. Save time and maintain accuracy across both platforms by automating this essential task.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Edit Lead
Edit an existing lead from your Kartra account.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- Tag CategoriesRequired
- TagsRequired
Trigger
Instant
Try It
- CalendarsRequired
- Calendar ClassRequired
Trigger
Instant
Try It
- CalendarsRequired
- Calendar ClassRequired
Trigger
Instant
Try It
- FormsRequired
Trigger
Instant
Try It
- MembershipsRequired
- Membership LevelsRequired
Trigger
Instant
Try It
- Page Split Test LinkRequired
- VersionRequired
Trigger
Instant
Try It
- ScoreRequired
Trigger
Instant
Try It
- SequencesRequired
Trigger
Instant
Try It
- SequencesRequired
Trigger
Instant
Try It
- Tracking Link CategoryRequired
- Tracking LinksRequired
Trigger
Instant
Try It
- ListsRequired
Trigger
Instant
Try It
- Video CategoriesRequired
- VideosRequired
Trigger
Instant
Try It
- Kartra Page WebsiteRequired
- PageRequired
Trigger
Instant
Try It
- CalendarRequired
- Calendar ClassRequired
- EmailRequired
- Lead ID
Action
Write
- Subscription ID
- Transaction ID
- EmailRequired
- Lead ID
Action
Write
- EmailRequired
- 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
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin 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
- EmailRequired
- Lead ID
Action
Write
- Remove Points From a LeadRequired
- EmailRequired
- 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
- EmailRequired
- Lead ID
Action
Write
- Tag CategoryRequired
- Unassign a TagRequired
- EmailRequired
- Lead ID
Action
Write
- Unsubscribe Lead From SequenceRequired
- EmailRequired
- Lead ID
Action
Write
- Lead Details
- Email
- Lead ID
Action
Search
- Transaction IDRequired
Action
Search
- Lead ID
- EmailRequired
- 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
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin Account
Action
Search or write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- ProductsRequired
Trigger
Instant
Try It
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Trigger
Instant
Try It
- CalendarsRequired
- Calendar ClassRequired
Trigger
Instant
Try It
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Trigger
Instant
Try It
- ProductsRequired
Trigger
Instant
Try It
- MembershipsRequired
- Membership LevelsRequired
Trigger
Instant
Try It
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Trigger
Instant
Try It
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
Trigger
Instant
Try It
- SequencesRequired
Trigger
Instant
Try It
- ListsRequired
Trigger
Instant
Try It
- Tag CategoriesRequired
- TagsRequired
Trigger
Instant
Try It
- Video CategoriesRequired
- VideosRequired
Trigger
Instant
Try It
- Page CategoryRequired
- PageRequired
Trigger
Instant
Try It
- Tag CategoryRequired
- Assign a TagRequired
- EmailRequired
- Lead ID
Action
Write
- CalendarRequired
- Calendar ClassRequired
- Starting Date
- EmailRequired
- Lead ID
Action
Write
- Custom Field IdentifierRequired
- Custom Field TypeRequired
- Custom Field Options
Action
Write
- Lead ID
- EmailRequired
- 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
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin Account
Action
Write
- Subscription IDRequired
- Subscription StatusRequired
Action
Write
- Transaction IDRequired
- Amount
- EmailRequired
- 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
- Sequence StepRequired
- EmailRequired
- Lead ID
Action
Write
- Unsubscribe Lead From ListRequired
- EmailRequired
- Lead ID
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Subscription IDRequired
Action
Search
- Lead ID
- Email
Action
Search

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

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

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Assign tags to Kartra leads when new or updated opportunities arise in Capsule CRM

Subscribe leads to Kartra list from new or updated opportunities in Capsule CRM

Capsule CRM + Kartra

Update Kartra leads with new or updated Capsule CRM contacts

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Lead Is Assigned Tag

Lead Cancels a Calendar

Lead Registers to a Calendar

Lead Fills an Optin Form

Lead Is Granted Access to Membership

Lead Clicks on a Page Split Test Link

Lead Reaches Score for the First Time

Lead Completes a Sequence

Lead Is Removed From Sequence

Lead Clicks on a Tracking Link

Lead Is Unsubscribed From List

Lead Plays a Kartra Video

Lead Visits a Kartra Page

Cancel Lead Subscription to Calendar

Cancel a Subscription

Create New Lead

Edit Subscription

Add Points to a Lead

Remove Points From a Lead

Retrieve All the Pages in Your Account

Retrieve All the Tags in Your Account

Subscribe Lead to List

Unassign Tag From Lead

Unsubscribe Lead From Sequence

Retrieve Lead Details

Retrieve Transaction Details

Find or create lead

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

Affiliate Signs Up for Product

Customer Buys Product

Lead Completes a Calendar

Customer Cancels Subscription

JV Signs Up for Product

Lead Is Revoked Access to Membership

Customer Partial Refunds Product

Customer Refunds Product

Lead Is Added to Sequence

Lead Subscribes to List

Lead Is Unssigned Tag

Lead Completes a Kartra Video

Lead Visits External Page

Assign Tag to Lead

Suscribe Lead to Calendar

Create Custom Field

Edit Lead

Modify Subscription Status

Refund a Transaction

Retrieve All the Lists in Your Account

Retrieve All the Sequences in Your Account

Retrieve All the Custom Fields in Your Account

Subscribe Lead to Sequence

Unsubscribe Lead From List

API Request (Beta)

Retrieve Subscription Details

Search Lead

About Capsule CRM

Related categories

Similar apps