EspoCRM + Kartra Integration

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

Make use of EspoCRM 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. Skip the manual back and forth! Easily automate the flow of data between EspoCRM & Kartra using Integrately.
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EspoCRM + Kartra Integration

Create Kartra lead for new EspoCRM contact

If you're using EspoCRM 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 EspoCRM, 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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Kartra + EspoCRM Integration

Create EspoCRM contact for new Kartra optin form response

When someone completes your Kartra, a new contact is automatically created in your EspoCRM. 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 - EspoCRM integration set up makes it easy to manage your customer relationships and grow your business.
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Activate
Kartra + EspoCRM Integration

Create EspoCRM 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 EspoCRM? This integration will allow you to automatically create a contact for each new order in EspoCRM.

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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Kartra + EspoCRM Integration

Create EspoCRM task for new Kartra optin form response

It's important to stay on top of your customer relationships, and one way to do that is to create EspoCRM tasks for new Kartra optin form responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that EspoCRM task for new Kartra optin form response received today - your customers will thank you for it!
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EspoCRM + Kartra Integration
1.
  • EspoCRM
    Contact is created in EspoCRM

    Triggers the automation whenever a new contact is created

    Instant
  • EspoCRM
    Contact is deleted in EspoCRM

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

    Instant
  • EspoCRM
    Contact is updated in EspoCRM

    Triggers the automation whenever a contact is updated

    Instant
  • EspoCRM
    Task is created in EspoCRM

    Triggers the automation whenever a new task is created

    Instant
  • EspoCRM
    Task is updated in EspoCRM

    Triggers the automation whenever any task is updated

    Instant
  • EspoCRM
    Task is deleted in EspoCRM

    Triggers the automation whenever a task is deleted

    Instant
  • EspoCRM
    Account is created in EspoCRM

    Triggers the automation whenever a new account is created

    Instant
  • EspoCRM
    Opportunity is created in EspoCRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • EspoCRM
    Meeting is created in EspoCRM

    Triggers the automation whenever a new meeting is scheduled

    Instant
  • EspoCRM
    Opportunity is updated in EspoCRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • EspoCRM
    Case is created in EspoCRM

    Triggers the automation whenever a new case is created

    Instant
  • EspoCRM
    Account is updated in EspoCRM

    Triggers the automation whenever an account is updated

    Instant
  • EspoCRM
    Account is deleted in EspoCRM

    Triggers the automation whenever an account is deleted

    Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM

    Triggers the automation whenever any opportunity is deleted

    Instant
  • EspoCRM
    Case is updated in EspoCRM

    Triggers the automation whenever any case is updated

    Instant
  • EspoCRM
    Case is deleted in EspoCRM

    Triggers the automation whenever any case is deleted

    Instant
  • EspoCRM
    Meeting is updated in EspoCRM

    Triggers the automation whenever the details of any meeting are updated

    Instant
  • EspoCRM
    Meeting is deleted in EspoCRM

    Triggers the automation whenever a meeting is deleted

    Instant
  • EspoCRM
    Lead is updated in EspoCRM

    Triggers the automation whenever the lead information is updated

    Instant
  • EspoCRM
    Lead is created in EspoCRM

    Triggers the automation whenever a new lead is created

    Instant
  • EspoCRM
    Lead is deleted in EspoCRM

    Triggers the automation whenever a lead is removed from the system

    Instant
  • EspoCRM
    Call is created in EspoCRM

    Triggers the automation whenever a new call is made

    Instant
  • EspoCRM
    Call record is updated in EspoCRM

    Triggers the automation when call details are modified

    Instant
  • EspoCRM
    Call is deleted in EspoCRM

    Triggers the automation whenever a call is deleted from the log

    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.
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM

    Automatically adds a new contact to the database

  • EspoCRM
    Search contact in EspoCRM

    Automatically finds and retrieves contact information

  • EspoCRM
    Update contact in EspoCRM

    Automatically updates contact information with new details

  • EspoCRM
    Delete contact in EspoCRM

    Automatically removes a contact from the address book

  • EspoCRM
    Create lead in EspoCRM

    Automatically generates new leads for potential customers

  • EspoCRM
    Search lead email in EspoCRM

    Automatically searches for a lead's email

  • EspoCRM
    Update lead in EspoCRM

    Automatically updates the lead information

  • EspoCRM
    Delete lead in EspoCRM

    Automatically removes a lead from the database

  • EspoCRM
    Create task in EspoCRM

    Automatically creates a new task

  • EspoCRM
    Create account in EspoCRM

    Automatically generates a new account

  • EspoCRM
    Create case in EspoCRM

    Automatically generates a new case entry

  • EspoCRM
    Create meeting in EspoCRM

    Automatically schedule a meeting

  • EspoCRM
    Search account in EspoCRM

    Automatically searches for account information

  • EspoCRM
    Update account in EspoCRM

    Automatically updates account information

  • EspoCRM
    Delete opportunity in EspoCRM

    Automatically removes a opportunity from the system

  • EspoCRM
    Delete meeting in EspoCRM

    Automatically removes a scheduled meeting from the calendar

  • EspoCRM
    Create opportunity in EspoCRM

    Automatically creates a new instance of the support system

  • EspoCRM
    Search opportunity in EspoCRM

    Automatically searches for a opportunity

  • EspoCRM
    Search meeting in EspoCRM

    Automatically searches for a meeting

  • EspoCRM
    Update opportunity in EspoCRM

    Automatically updates the opportunity details as needed

  • EspoCRM
    Update meeting in EspoCRM

    Automatically updates meeting details

  • EspoCRM
    Search case in EspoCRM

    Automatically searches for a case record

  • EspoCRM
    Update case in EspoCRM

    Automatically updates case details

  • EspoCRM
    Delete account in EspoCRM

    Automatically removes an account and all associated data from the system

  • EspoCRM
    Delete case in EspoCRM

    Automatically removes the particular case from the system

  • EspoCRM
    Create call in EspoCRM

    Automatically initiates a call to the recipient

  • EspoCRM
    Search call in EspoCRM

    Automatically searches for a call

  • EspoCRM
    Update call in EspoCRM

    Automatically updates call information

  • EspoCRM
    Delete call in EspoCRM

    Automatically deletes a call entry from the database

  • 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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EspoCRM is a free and open-source CRM software that helps businesses manage their customer relationships more efficiently. It provides an easy-to-use interface that allows users to see, enter and evaluate all company relationships regardless of the type.

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Kartra is a powerful, cloud-based software solution that provides one-click shopping cart creation, site design, email automation, marketing tools and much more to turn your idea into a full-fledged ecommerce store.

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