Better Proposals + Kartra Integration

Integrate Better Proposals to Kartra in one click, or tell Integrately AI how you want each lead handled. Create leads, assign tags, update customer records, and track conversions automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Better Proposals
    Proposal is signed in Better Proposals
  • Better Proposals
    Proposal is created in Better Proposals
  • Better Proposals
    Proposal is sent in Better Proposals
  • Better Proposals
    Proposal is opened in Better Proposals
  • Kartra
    Lead fills form in Kartra Instant
  • Kartra
    Customer buys a product in Kartra Instant
  • Kartra
    Tag is assigned to lead in Kartra Instant
  • Kartra
    Tag is unassigned to lead in Kartra Instant
  • Kartra
    Lead is unsubscribed from list in Kartra Instant
  • Kartra
    Lead visits a Kartra page in Kartra Instant
  • Kartra
    Lead is subscribed to list in Kartra Instant
  • Kartra
    Lead is subscribed to sequence in Kartra Instant
  • Kartra
    Membership revoked from a lead in Kartra Instant
  • Kartra
    Lead reaches score for the first time in Kartra Instant
  • Kartra
    Lead is unsubscribed from sequence in Kartra Instant
  • Kartra
    Lead completes a sequence in Kartra Instant
  • Kartra
    Membership granted to a lead in Kartra Instant
  • Kartra
    Lead clicks on page split test link in Kartra Instant
  • Kartra
    Lead completes calendar in Kartra Instant
  • Kartra
    Lead registers to a calendar in Kartra Instant
  • Kartra
    Lead plays the video in Kartra Instant
  • Kartra
    Lead completes video in Kartra Instant
  • Kartra
    Calender subscription is cancelled in Kartra Instant
  • Kartra
    Affiliate signs up for product in Kartra Instant
  • Kartra
    Order is partially refunded in Kartra Instant
  • Kartra
    Order is refunded in Kartra Instant
Arrow Right
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Kartra
    Create lead in Kartra
  • Kartra
    Assign tag to lead in Kartra
  • Kartra
    Search lead by email in Kartra
  • Kartra
    Unassign tag to lead in Kartra
  • Kartra
    Remove points from lead in Kartra
  • Kartra
    Give points to lead in Kartra
  • Kartra
    Unsubscribe lead from a list in Kartra
  • Kartra
    Get lead by ID in Kartra
  • Kartra
    Subscribe lead to list in Kartra
  • Kartra
    Update lead in Kartra
  • Kartra
    Subscribe lead to a sequence in Kartra
  • Kartra
    Subscribe lead to calendar in Kartra
  • Kartra
    Cancel subscription to calendar in Kartra
  • Kartra
    Unsubscribe lead from a sequence in Kartra
  • Kartra
    Create custom field in Kartra
  • Kartra
    Refund a payment transaction in Kartra

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Ready Workflows Ready Workflows for Better Proposals + Kartra Integration

Create leads, assign tags, update customer profiles, trigger email sequences, and track purchases, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Better Proposals + Kartra flow

Streamline client onboarding by syncing your proposal data with CRM, messaging, and storage tools. Pick a combination and activate it in one click.

Better Proposals
Kartra
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StripeStripe (8)
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ActiveCampaignActiveCampaign (8)
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GmailGmail (8)
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SlackSlack (8)
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Google DriveGoogle Drive (8)
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AsanaAsana (8)
B
K
S
When a proposal is signed in Better Proposals, create a lead in Kartra, and create a customer in Stripe.
Signed proposals instantly generate a Kartra lead and a Stripe customer, eliminating manual data entry across platforms.
B
K
S
When a proposal is signed in Better Proposals, create a lead in Kartra, and send a payment link via Stripe.
Send Stripe payment links automatically when a Better Proposals document is signed and a Kartra lead is created.
S
K
B
When a customer buys a product in Stripe, update the lead in Kartra, and update the proposal status in Better Proposals.
Stripe purchases update your Kartra lead records and reflect the completed transaction status instantly.
B
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Create a Stripe customer for every Kartra lead generated from a Better Proposals sign-up.
Every Kartra lead captured via Better Proposals gets a dedicated Stripe customer profile automatically.
K
S
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If a Kartra lead is tagged as VIP, create a customer in Stripe and assign priority tags.
VIP Kartra leads identified from proposals automatically receive priority Stripe customer profiles and tags.
S
K
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When a Stripe subscription is cancelled, revoke membership in Kartra and update proposal records.
Cancelled Stripe subscriptions instantly revoke Kartra memberships and update client proposal statuses.
S
K
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Use ChatGPT to analyse Stripe payment failures, update the Kartra lead record, and log the event.
ChatGPT reviews Stripe payment failures, updates your Kartra lead notes, and logs the issue.
S
K
K
Turn every Stripe refund into a Kartra order refund, update the customer tag, and notify the team.
Stripe refunds automatically trigger Kartra order refunds, update customer tags, and log the change.

Supported triggers and actions for Better Proposals and Kartra

Mix and match to build the exact automation you need

Better Proposals
Better Proposals Triggers & Actions
Proposal is signed in Better Proposals
Triggers the automation when a proposal document is signed
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Proposal is created in Better Proposals
Triggers the automation when a new proposal is created
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Proposal is sent in Better Proposals
Triggers the automation when a proposal is sent
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Proposal is opened in Better Proposals
Triggers the automation when a proposal is opened
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Create proposal in Better Proposals
Generates a new proposal
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Kartra
Kartra Triggers & Actions
Instant
Lead fills form in Kartra
Triggers the automation when a lead fills out a form
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Instant
Customer buys a product in Kartra
Triggers the automation when a customer completes a purchase of a product
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Instant
Tag is assigned to lead in Kartra
Triggers the automation when a tag is added
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Instant
Tag is unassigned to lead in Kartra
Triggers the automation when a tag is added
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Instant
Lead is unsubscribed from list in Kartra
Triggers the automation when any lead is unsubscribed from the mailing list
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Instant
Lead visits a Kartra page in Kartra
Triggers the automation when a lead visits a Kartra page
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Instant
Lead is subscribed to list in Kartra
Triggers the automation when a lead is subscribed to a list
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Instant
Lead is subscribed to sequence in Kartra
Triggers the automation when a lead is subscribed to a sequence
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Instant
Membership revoked from a lead in Kartra
Triggers the automation when a lead's membership is revoked
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Instant
Lead reaches score for the first time in Kartra
Triggers the automation when a lead reaches a score for the first time
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Instant
Lead is unsubscribed from sequence in Kartra
Triggers the automation when any lead is unsubscribed from a sequence
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Instant
Lead completes a sequence in Kartra
Triggers the automation when a lead finishes a designated sequence of actions
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Instant
Membership granted to a lead in Kartra
Triggers the automation when membership is granted to a lead
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Instant
Lead clicks on page split test link in Kartra
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Instant
Lead completes calendar in Kartra
Triggers the automation when a lead completes a calendar event
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Instant
Lead registers to a calendar in Kartra
Triggers the automation when a lead registers for an event or appointment in a calendar
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Instant
Lead plays the video in Kartra
Triggers the automation when a video is played by a lead
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Instant
Lead completes video in Kartra
Triggers the automation when a lead completes a video
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Instant
Calender subscription is cancelled in Kartra
Triggers the automation when a calendar subscription is cancelled
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Instant
Affiliate signs up for product in Kartra
Triggers the automation when any affiliate signs up for a particular product
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Instant
Order is partially refunded in Kartra
Triggers the automation when a partial refund is issued for an order
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Instant
Order is refunded in Kartra
Triggers the automation when any order is refunded
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Create lead in Kartra
Generates new leads for potential customers
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Assign tag to lead in Kartra
Assigns a tag to a lead based on predefined criteria
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Search lead by email in Kartra
Retrieves information for a particular lead using their email
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Unassign tag to lead in Kartra
Unassigns a tag from a lead
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Remove points from lead in Kartra
Deducts points from a lead
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Give points to lead in Kartra
Assigns points to the designated lead
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Unsubscribe lead from a list in Kartra
Removes a lead from a mailing list
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Get lead by ID in Kartra
Retrieves a lead's information based on their id
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Subscribe lead to list in Kartra
Subscribes a lead to a list
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Update lead in Kartra
Updates the lead information
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Subscribe lead to a sequence in Kartra
Subscribes a lead to a sequence
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Subscribe lead to calendar in Kartra
Subscribes a lead to a calendar
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Cancel subscription to calendar in Kartra
Stop receiving updates from the calendar subscription
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Unsubscribe lead from a sequence in Kartra
Removes lead from email sequence subscription
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Create custom field in Kartra
Creates a new marketing campaign
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Refund a payment transaction in Kartra
Processes a payment transaction refund
Try it →

What can you automate with Better Proposals + Kartra?

Streamline your sales and marketing pipelines by connecting document signing with customer relationship management.

What you can automate?
📝
Create Kartra leads from signed proposals
Automatically generate a new lead in Kartra the moment a proposal is signed in Better Proposals. Keep your CRM fully updated without lifting a finger.
📋
Capture every proposal and form field
Map detailed proposal data and Kartra form submissions into structured customer profiles. Never lose custom notes or requirement details again.
🔔
Notify your team instantly on deal closure
Trigger immediate alerts when a proposal is signed in Better Proposals or a Kartra sequence is completed. Ensure your sales team acts on hot leads right away.
🔀
Route leads based on submitted criteria
Assign specific Kartra tags or sequences depending on the proposal tier or form inputs selected by your client. Deliver targeted follow-ups automatically.
🔄
Keep customer records synchronized
Update Kartra lead details and tags automatically whenever proposal statuses change in Better Proposals. Keep your pipeline accurate in real time.
🔍
Search and update existing leads
Check if a lead already exists in Kartra before creating a new record, updating their profile or assigning tags instead of creating duplicates.
💳
Manage order and subscription status changes
Handle customer purchases, refunds, and calendar subscriptions in Kartra to trigger automated follow-up tasks and status updates.
🌐
Extend workflows to Slack or Gmail
Send proposal notifications to Slack channels or draft welcome emails in Gmail the moment a Kartra lead is created from a Better Proposals sign-up.
And much more...

Who is Better Proposals + Kartra integration for?

Sales teams, agencies, and digital marketers scaling their client onboarding and marketing automation pipelines experience seamless data flow and faster deal closures.

Performance marketers
Performance marketers
Sales directors
Sales directors
Agency account managers
Agency account managers
Business owners
Business owners
Customer success leads
Customer success leads
Operations managers
Operations managers
📈
Performance marketers
You're tracking proposal conversions in Better Proposals but your Kartra marketing reports only update when someone manually exports data, so your campaign metrics are always hours behind — with this integration, every signed proposal lands in Kartra instantly and your conversion data stays current.
Sales directors
You need to trigger Kartra email sequences the moment a client signs a Better Proposals document, but manual handoffs leave leads waiting too long — automating both apps means every signed proposal immediately provisions the right Kartra sequence and accelerates your sales velocity.
🤝
Agency account managers
You're managing client agreements in Better Proposals while handling client portals in Kartra, but keeping memberships synced by hand leads to access delays — connecting these apps means every proposal signature automatically grants Kartra membership and removes manual provisioning.
📊
Business owners
Your sales volume in Better Proposals is growing faster than your team can update Kartra contacts, creating a massive backlog of unassigned leads — this integration means every new proposal submission flows directly into Kartra as an updated contact without manual entry.
💼
Customer success leads
You depend on Better Proposals sign-ups to trigger Kartra customer onboarding, but missing status updates leave new clients sitting without access — automating these apps means every signed deal instantly triggers Kartra onboarding sequences and keeps clients engaged.
🗂️
Operations managers
You rely on maintaining clean customer histories between Better Proposals and Kartra, but manual record-keeping always results in missing tags and broken links — this integration means every proposal event updates your Kartra database accurately and preserves a complete audit trail.
Our team

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Why choose Integrately to automate Better Proposals + Kartra

Build and manage your Better Proposals + Kartra automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Better Proposals + Kartra with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Automation is ready
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Frequently Asked Questions

How do I connect Better Proposals to Kartra?
Frequently Asked Questions
You can connect Better Proposals to Kartra easily using Integrately along with popular apps like Slack, Gmail, and Google Drive. Set up your workflow in 1-click or ask Integrately AI to build it for you.
Can I automatically create a Kartra lead when a Better Proposals proposal is signed?
Frequently Asked Questions
Can I connect Better Proposals, Kartra, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Better Proposals and Kartra?
Frequently Asked Questions
How does Better Proposals handle signed proposal data during integration?
Frequently Asked Questions
How are leads and tags managed in Kartra when integrated with Better Proposals?
Frequently Asked Questions
Do I need coding skills to set up Better Proposals and Kartra automations?
Frequently Asked Questions
Is the Better Proposals and Kartra integration free?
Frequently Asked Questions
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