Estate.Studio + Kartra
Create new leads in Kartra for new RateMyEstate® assessments completed in Estate.Studio
Looking for an easier way to keep your lead details up to date across platforms? Set up this Zap to automatically create a contact in Kartra whenever a new RateMyEstate® assessment completes in Estate.Studio.
Looking for an easier way to keep your lead details up to date across platforms? Set up this Zap to automatically create a contact in Kartra whenever a new RateMyEstate® assessment completes in Estate.Studio.
- When this happens...RateMyEstate® Assessment Completed
Triggers when a user completes the RateMyEstate® Assessment.
- automatically do this!Create New Lead
Creates a new lead in your Kartra account.
- Free forever for core features
- 14 day trial for premium features & apps
Estate Access Updated
Triggers when the status of estate access or accessible content related to estate access changes.
Try ItClient Added
Triggers when a new client is added.
Try ItClient Contact Added
Triggers when a client (who has granted estate access) adds a contact
Try ItClient Note Created
Triggers when a new note is created on a client.
Try It
Estate Access Requested
Triggers when a professional user requests access to a client's estate.
Try ItAssessment Requested
Triggers when a professional requests a client to complete the RateMyEstate® Assessment.
Try ItClient Contact Updated
Triggers when a client (who has granted estate access) updates a contact.
Try ItClient Note Updated
Triggers when a clients' note gets updated.
Try It
