Kartra + Salesmate
Create new Salesmate contacts from newly filled Kartra optin forms
Manage your leads more efficiently with this streamlined workflow. When a potential customer fills in an optin form in Kartra, their information is seamlessly transported to Salesmate, creating a new contact without any manual input. Boost your sales potential by ensuring no lead falls through the cracks and takes your customer relationship management to the next level.
Manage your leads more efficiently with this streamlined workflow. When a potential customer fills in an optin form in Kartra, their information is seamlessly transported to Salesmate, creating a new contact without any manual input. Boost your sales potential by ensuring no lead falls through the cracks and takes your customer relationship management to the next level.
- When this happens...
Lead Fills an Optin FormTriggers when a lead fills in an optin form.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreates a new Contact, probably with input from previous steps.
ActionWriteCreate a new record or update an existing record in your app.
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Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MembershipsRequired
Membership LevelsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag CategoriesRequired
TagsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Video CategoriesRequired
VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Page CategoryRequired
PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag CategoryRequired
Assign a TagRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Calendar ClassRequired
Starting Date
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field IdentifierRequired
Custom Field TypeRequired
Custom Field Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Subscription StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Transaction IDRequired
Amount
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Retrieve All the Lists in Your Account
Get all the lists in your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Sequences in Your Account
Get all the sequences from your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Custom Fields in Your Account
Get all the custom fields from your account in Kartra.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscribe Lead to SequenceRequired
Sequence StepRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unsubscribe Lead From ListRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
New User
Triggers when a new user created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Activity
Triggers when a new activity update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact
Triggers when a new contact update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Module NameRequired
Object IdRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Teammates
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new Contact, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select ModuleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enter the Activity IdRequired
Teammates
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enter the Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enter the Deal IdRequired
Teammates
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select ModuleRequired
Enter the Record IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for Total Rows in Company
Searches Total Rows in Company
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for Total Rows in Deal
Searches Total Rows in Deal
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Activity
Finds an activity based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Contact
Finds a contact based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch or Create Deal
Search or Create a deal , if deal does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create a Company
x
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTeammates
Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Tag CategoriesRequired
TagsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MembershipsRequired
Membership LevelsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Page Split Test LinkRequired
VersionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tracking Link CategoryRequired
Tracking LinksRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Video CategoriesRequired
VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Kartra Page WebsiteRequired
PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarRequired
Calendar ClassRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription ID
Transaction ID
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Product FunnelsRequired
ProductRequired
Product Price PointRequired
Next Payment Date
Amount
Recurrence
Quantity
Installments Left
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Points to a LeadRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Points From a LeadRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Pages in Your Account
Get all the pages in your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscribe Lead to ListRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag CategoryRequired
Unassign a TagRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unsubscribe Lead From SequenceRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Details
Email
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLead 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew De-Activated User
Triggers when a user is de-activated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Activity Note
Triggers when a new activity note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Company Note
Triggers when a new company note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact Note
Triggers when a new contact note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdate Company
Triggers when a new company update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Deal
Triggers when a new deal update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select ModuleRequired
Object IdRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add New User
Created new User, probably with input from previous step.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a new Company, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Teammates
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Random User
Select a random user from active user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enter the Company IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select ModuleRequired
Object IdRequired
Note IdRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Module NameRequired
Object IdRequired
Note IdRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for Total Rows in Activity
Searches Total Rows in Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for Total Rows in Contacts
Searches Total Rows in Contacts
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Company
Finds a company based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Deal
Finds a deal based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch or Create Activity
Search or create Activity , if activity does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch or Create Contact
Search or create Contact , if contact does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTeammates
Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or create a contact
x
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSelect ModuleRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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