Apptivo + Kartra Integration

Connect Apptivo to Kartra - Automate your workflows in 1-click

Make use of Apptivo automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Kartra automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Combine the benefits of both with Integrately’s Apptivo + Kartra integration.
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Ready Workflows For Apptivo + Kartra Integration

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Kartra + Apptivo Integration

Create Apptivo contact for new Kartra optin form response

When someone completes your Kartra, a new contact is automatically created in your Apptivo. This way, you can quickly follow up with the optin form response and turn them into a customer!

Plus, all of the information from the Kartra is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Kartra - Apptivo integration set up makes it easy to manage your customer relationships and grow your business.
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Kartra + Apptivo Integration

Create Apptivo contact from new Kartra order

As an online store owner, you're likely using Kartra to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Kartra with Apptivo? This integration will allow you to automatically create a contact for each new order in Apptivo.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Apptivo + Kartra Integration

Create Kartra lead for new Apptivo contact

If you're using Apptivo to manage your sales leads, it's important to also use Kartra to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Apptivo, a corresponding lead will automatically be created in Kartra.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Apptivo + Kartra Integration
1.
  • Apptivo
    Case is created in Apptivo

    Triggers the automation whenever a new case is created

    Instant
  • Apptivo
    Case is updated in Apptivo

    Triggers the automation whenever any case is updated

    Instant
  • Apptivo
    Case is deleted in Apptivo

    Triggers the automation whenever any case is deleted

    Instant
  • Apptivo
    Contact is created in Apptivo

    Triggers the automation whenever a new contact is created

    Instant
  • Apptivo
    Contact is updated in Apptivo

    Triggers the automation whenever a contact is updated

    Instant
  • Apptivo
    Opportunity is created in Apptivo

    Triggers the automation whenever any opportunity is updated

    Instant
  • Apptivo
    Opportunity is updated in Apptivo

    Triggers the automation whenever any opportunity is updated

    Instant
  • Apptivo
    Opportunity is deleted in Apptivo

    Triggers the automation whenever any opportunity is deleted

    Instant
  • Apptivo
    Customer is created in Apptivo

    Triggers the automation whenever a new customer is created

    Instant
  • Apptivo
    Customer is updated in Apptivo

    Triggers the automation whenever customer details are updated

    Instant
  • Apptivo
    Customer is deleted in Apptivo

    Triggers the automation whenever a customer is removed from the database

    Instant
  • Apptivo
    Contact is deleted in Apptivo

    Triggers the automation whenever a contact is removed from the particular list

    Instant
  • Apptivo
    Project is created in Apptivo

    Triggers the automation whenever a new project is created

    Instant
  • Apptivo
    Project is updated in Apptivo

    Triggers the automation whenever a project is updated

    Instant
  • Apptivo
    Project is deleted in Apptivo

    Triggers the automation whenever a project is deleted

    Instant
  • Apptivo
    Lead is created in Apptivo

    Triggers the automation whenever a new lead is created

    Instant
  • Apptivo
    Lead is updated in Apptivo

    Triggers the automation whenever the lead information is updated

    Instant
  • Apptivo
    Lead is deleted in Apptivo

    Triggers the automation whenever a lead is removed from the system

    Instant
  • Kartra
    Lead fills form in Kartra

    Triggers the automation whenever a lead fills out a form

    Instant
  • Kartra
    Customer buys a product in Kartra

    Triggers the automation whenever a customer completes a purchase of a product

    Instant
  • Kartra
    Tag is assigned to lead in Kartra

    Triggers the automation whenever a tag is added

    Instant
  • Kartra
    Tag is unassigned to lead in Kartra

    Triggers the automation whenever a tag is added

    Instant
  • Kartra
    Lead is unsubscribed from list in Kartra

    Triggers the automation whenever any lead is unsubscribed from the mailing list

    Instant
  • Kartra
    Lead visits a Kartra page in Kartra

    Triggers the automation whenever a lead visits a Kartra page

    Instant
  • Kartra
    Lead is subscribed to list in Kartra

    Triggers the automation whenever a lead is subscribed to a list

    Instant
  • Kartra
    Lead is subscribed to sequence in Kartra

    Triggers the automation whenever a lead is subscribed to a sequence

    Instant
  • Kartra
    Membership revoked from a lead in Kartra

    Triggers the automation whenever a lead's membership is revoked

    Instant
  • Kartra
    Lead reaches score for the first time in Kartra

    Triggers the automation whenever a lead reaches a score for the first time

    Instant
  • Kartra
    Lead is unsubscribed from sequence in Kartra

    Triggers the automation whenever any lead is unsubscribed from a sequence

    Instant
  • Kartra
    Lead completes a sequence in Kartra

    Triggers the automation whenever a lead finishes a designated sequence of actions

    Instant
  • Kartra
    Membership granted to a lead in Kartra

    Triggers the automation whenever membership is granted to a lead

    Instant
  • Kartra
    Lead clicks on page split test link in Kartra Instant
  • Kartra
    Lead completes calendar in Kartra

    Triggers the automation whenever a lead completes a calendar event

    Instant
  • Kartra
    Lead registers to a calendar in Kartra

    Triggers the automation whenever a lead registers for an event or appointment in a calendar

    Instant
  • Kartra
    Lead plays the video in Kartra

    Triggers the automation whenever a video is played by a lead

    Instant
  • Kartra
    Lead completes video in Kartra

    Triggers the automation whenever a lead completes a video

    Instant
  • Kartra
    Calender subscription is cancelled in Kartra

    Triggers the automation whenever a calendar subscription is cancelled

    Instant
  • Kartra
    Affiliate signs up for product in Kartra

    Triggers the automation whenever any affiliate signs up for a particular product

    Instant
  • Kartra
    Order is partially refunded in Kartra

    Triggers the automation whenever a partial refund is issued for an order

    Instant
  • Kartra
    Order is refunded in Kartra

    Triggers the automation whenever any order is refunded

    Instant
2.
  • Apptivo
    Create contact in Apptivo

    Automatically adds a new contact to the database

  • Apptivo
    Search contact in Apptivo

    Automatically finds and retrieves contact information

  • Apptivo
    Create lead in Apptivo

    Automatically generates new leads for potential customers

  • Apptivo
    Search lead by email in Apptivo

    Automatically retrieves information for a particular lead using their email

  • Apptivo
    Create customer in Apptivo

    Automatically adds a new customer to the database

  • Apptivo
    Create opportunity in Apptivo

    Automatically creates a new instance of the support system

  • Apptivo
    Search customer by customer number in Apptivo

    Automatically retrieves customer information based on customer number input

  • Apptivo
    Search opportunity by name in Apptivo

    Automatically searches for a opportunity by its name

  • Apptivo
    Search case by Email in Apptivo

    Automatically retrieves a case using an email address

  • Kartra
    Create lead in Kartra

    Automatically generates new leads for potential customers

  • Kartra
    Assign tag to lead in Kartra

    Automatically assigns a tag to a lead based on predefined criteria

  • Kartra
    Search lead by email in Kartra

    Automatically retrieves information for a particular lead using their email

  • Kartra
    Unassign tag to lead in Kartra

    Automatically unassigns a tag from a lead

  • Kartra
    Remove points from lead in Kartra

    Automatically deducts points from a lead

  • Kartra
    Give points to lead in Kartra

    Automatically assigns points to the designated lead

  • Kartra
    Unsubscribe lead from a list in Kartra

    Automatically removes a lead from a mailing list

  • Kartra
    Get lead by ID in Kartra

    Automatically retrieves a lead's information based on their ID

  • Kartra
    Subscribe lead to list in Kartra

    Automatically subscribes a lead to a list

  • Kartra
    Update lead in Kartra

    Automatically updates the lead information

  • Kartra
    Subscribe lead to a sequence in Kartra

    Automatically subscribes a lead to a sequence

  • Kartra
    Subscribe lead to calendar in Kartra

    Automatically subscribes a lead to a calendar

  • Kartra
    Cancel subscription to calendar in Kartra

    Automatically stop receiving updates from the calendar subscription

  • Kartra
    Unsubscribe lead from a sequence in Kartra

    Automatically removes lead from email sequence subscription

  • Kartra
    Create custom field in Kartra

    Automatically creates a new marketing campaign

  • Kartra
    Refund a payment transaction in Kartra

    Automatically processes a payment transaction refund

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