Create Kartra lead for new Chatra message
Chatra + Kartra Integration
Chatra + Kartra Integration
Integrate Chatra to Kartra in one click, or tell Integrately AI how you want each lead handled. Capture chats, create and update leads, assign tags, and trigger sequences automatically.
Free forever.Use premium features free for 14 days.1.
Conversation is started in Chatra Instant- Message is received in Chatra Instant
- Chat is finished in Chatra Instant
Lead fills form in Kartra Instant- Customer buys a product in Kartra Instant
- Tag is assigned to lead in Kartra Instant
- Tag is unassigned to lead in Kartra Instant
- Lead is unsubscribed from list in Kartra Instant
- Lead visits a Kartra page in Kartra Instant
- Lead is subscribed to list in Kartra Instant
- Lead is subscribed to sequence in Kartra Instant
- Membership revoked from a lead in Kartra Instant
- Lead reaches score for the first time in Kartra Instant
- Lead is unsubscribed from sequence in Kartra Instant
- Lead completes a sequence in Kartra Instant
- Membership granted to a lead in Kartra Instant
- Lead clicks on page split test link in Kartra Instant
- Lead completes calendar in Kartra Instant
- Lead registers to a calendar in Kartra Instant
- Lead plays the video in Kartra Instant
- Lead completes video in Kartra Instant
- Calender subscription is cancelled in Kartra Instant
- Affiliate signs up for product in Kartra Instant
- Order is partially refunded in Kartra Instant
- Order is refunded in Kartra Instant
2.
- Create lead in Kartra
- Assign tag to lead in Kartra
- Search lead by email in Kartra
- Unassign tag to lead in Kartra
- Remove points from lead in Kartra
- Give points to lead in Kartra
- Unsubscribe lead from a list in Kartra
- Get lead by ID in Kartra
- Subscribe lead to list in Kartra
- Update lead in Kartra
- Subscribe lead to a sequence in Kartra
- Subscribe lead to calendar in Kartra
- Cancel subscription to calendar in Kartra
- Unsubscribe lead from a sequence in Kartra
- Create custom field in Kartra
- Refund a payment transaction in Kartra
Trusted by experts at...
Ready Workflows for Chatra + Kartra Integration
Capture chats, create leads, assign tags, update customer records, and trigger sequences, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Chatra + Kartra flow
Sync your core chat and ecommerce data with marketing platforms, calendars, spreadsheets, and team messaging channels. Pick a combination and activate it in one click.
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ActiveCampaign (4)
ActiveCampaign (4) +
Calendly (3)
Calendly (3) +
Mailchimp (3)
Mailchimp (3) +
Stripe (3)
Stripe (3) +
Google Sheets (3)
Google Sheets (3) +
Slack (3)
Slack (3) C
K
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When a chat is finished in Chatra, create a lead in Kartra and create a contact in ActiveCampaign.
Finished chats immediately register as leads in Kartra and contacts in ActiveCampaign without manual data entry.
C
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When a message is received in Chatra, update the Kartra lead and add the contact to an ActiveCampaign list.
Incoming messages keep your Kartra lead records current and segment contacts in ActiveCampaign instantly.
C
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When a conversation is started in Chatra, assign a tag in Kartra and create a contact in ActiveCampaign.
New visitor chats tag the right lead in Kartra and populate ActiveCampaign for immediate email marketing.
C
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When a chat is finished in Kartra and ActiveCampaign, update subscriber points and tags.
Manage lead scoring and segmentation automatically after every completed Chatra session.
Supported triggers and actions for Chatra and Kartra
Mix and match to build the exact automation you need
Chatra Triggers & Actions
Instant
Conversation is started in Chatra
Triggers the automation when a new conversation is initiated
Try it → Instant
Message is received in Chatra
Triggers the automation when a new message is received
Try it → Instant
Chat is finished in Chatra
Triggers the automation when a chat is marked as complete
Try it → Kartra Triggers & Actions
Instant
Customer buys a product in Kartra
Triggers the automation when a customer completes a purchase of a product
Try it → Instant
Lead is unsubscribed from list in Kartra
Triggers the automation when any lead is unsubscribed from the mailing list
Try it → Instant
Lead visits a Kartra page in Kartra
Triggers the automation when a lead visits a Kartra page
Try it → Instant
Lead is subscribed to list in Kartra
Triggers the automation when a lead is subscribed to a list
Try it → Instant
Lead is subscribed to sequence in Kartra
Triggers the automation when a lead is subscribed to a sequence
Try it → Instant
Membership revoked from a lead in Kartra
Triggers the automation when a lead's membership is revoked
Try it → Instant
Lead reaches score for the first time in Kartra
Triggers the automation when a lead reaches a score for the first time
Try it → Instant
Lead is unsubscribed from sequence in Kartra
Triggers the automation when any lead is unsubscribed from a sequence
Try it → Instant
Lead completes a sequence in Kartra
Triggers the automation when a lead finishes a designated sequence of actions
Try it → Instant
Membership granted to a lead in Kartra
Triggers the automation when membership is granted to a lead
Try it → Instant
Lead completes calendar in Kartra
Triggers the automation when a lead completes a calendar event
Try it → Instant
Lead registers to a calendar in Kartra
Triggers the automation when a lead registers for an event or appointment in a calendar
Try it → Instant
Lead plays the video in Kartra
Triggers the automation when a video is played by a lead
Try it → Instant
Lead completes video in Kartra
Triggers the automation when a lead completes a video
Try it → Instant
Calender subscription is cancelled in Kartra
Triggers the automation when a calendar subscription is cancelled
Try it → Instant
Affiliate signs up for product in Kartra
Triggers the automation when any affiliate signs up for a particular product
Try it → Instant
Order is partially refunded in Kartra
Triggers the automation when a partial refund is issued for an order
Try it → What can you automate with Chatra + Kartra?
Streamline your customer engagement and sales funnels with powerful automation recipes designed for your daily operations.
🎯
Turn live chats into new leads automatically
Capture every visitor conversation in Chatra and create a corresponding lead record in Kartra instantly. Eliminate manual data transfer between your website widget and your CRM.
📋
Capture every submitted field in detail
Map customer questions, contact details, and visitor metadata from your chat sessions into custom Kartra fields. Your database becomes a richer source for review and follow-up.
🔔
Notify the right team member instantly
Send real-time alerts to your staff in Slack or via email the moment a high-value visitor starts a conversation or completes a support chat.
🔀
Route leads based on submitted criteria
Assign specific tags or add leads to targeted Kartra sequences depending on the exact topics and keywords discussed during the chat.
🔄
Keep customer records updated as chats evolve
Synchronize ongoing conversation updates and message histories so your Kartra profiles always reflect the latest customer interactions.
🛡️
Prevent duplicate records with smart matching
Search existing customer profiles by email before creating new records, ensuring your Kartra database remains clean and organized.
💳
Handle post-purchase and order events seamlessly
Trigger follow-up actions in Kartra when orders are refunded, subscriptions change, or customer memberships are updated following chat support.
🌐
Extend your workflow to external apps
Connect your Chatra and Kartra core flow with Google Sheets, Slack, or email tools to build comprehensive multi-step business operations.
And much more...
Who is Chatra + Kartra integration for?
Teams managing customer engagement and ecommerce funnels benefit from automated lead capture and instant data synchronization across both platforms.
Marketing directors
Sales support teams
Agency account managers
E-commerce store owners
Customer success reps
Operations leads
📈
Marketing directors
You're running live chat campaigns across your website but your reporting sheet only updates when someone manually exports visitor chats, so the lead counts you're reviewing are always a few hours behind — with this integration, every new conversation populates your CRM instantly and your data stays current.
⚡
Sales support teams
You need to act fast on high-intent website visitors, but manual lead creation delays your outreach until potential buyers have already left the site — this integration means every chat inquiry generates a lead record instantly so your reps can follow up while engagement is high.
📊
Agency account managers
You answer to clients who want to see daily progress reports on visitor engagement, but assembling stats by hand eats into your billable hours — automating both apps means every chat and form submission logs itself directly into your tracking sheets without manual compilation.
🚀
E-commerce store owners
The volume of incoming visitor chats and customer orders is too high for anyone to keep up with by hand, leading to missed customer details and unassigned tags — connecting these apps means every conversation and transaction organizes itself without manual data entry.
🤝
Customer success reps
You own the onboarding follow-up and depend on website chats to hand over context, but incomplete chat logs leave you guessing about customer needs — this integration means every conversation detail flows straight into your customer profiles so you start every interaction fully prepared.
📁
Operations leads
You need a reliable history of all customer touchpoints across your sales funnel, but disconnected systems keep leaving frustrating gaps in your audit trails — automating these platforms means every visitor interaction is recorded accurately from start to finish.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Chatra + Kartra
Build and manage your Chatra + Kartra automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Chatra + Kartra with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Chatra + Kartra Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Chatra to Kartra?
You can connect Chatra to Kartra in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with tools like Google Sheets and Slack.
Can I automatically create a Kartra lead when a conversation starts in Chatra?
Can I connect Chatra, Kartra, and Slack?
What is a good Zapier alternative for Chatra and Kartra?
How are visitor details handled between Chatra and Kartra?
Can I assign tags in Kartra based on Chatra messages?
Do I need coding skills to automate Chatra and Kartra?
Is the Chatra and Kartra integration free?
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