Freshworks CRM (Freshsales Suite) + Kartra Integration

Integrate Freshworks CRM (Freshsales Suite) to Kartra in one click, or tell Integrately AI how you want each lead handled. Sync contacts, update customer profiles, trigger marketing emails, and log sales actions automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • 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.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • 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 Freshworks CRM (Freshsales Suite) + Kartra Integration

Capture leads, organise customer details, sync orders, trigger email sequences, and update lists, all in just one click.

Most popular automationsmost-popular-automations
Freshworks CRM (Freshsales Suite) + Kartra Integration

Create Kartra lead for new Freshworks CRM (Freshsales Suite) contact

If you're using Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite), 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 + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new Kartra optin form response

When someone completes your Kartra, a new contact is automatically created in your Freshworks CRM (Freshsales Suite). 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 - Freshworks CRM (Freshsales Suite) integration set up makes it easy to manage your customer relationships and grow your business.
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Kartra + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite)? This integration will allow you to automatically create a contact for each new order in Freshworks CRM (Freshsales Suite).

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 + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal for new Kartra optin form response

Integrating your Freshworks CRM (Freshsales Suite) with your Kartra, can help you automatically create new deals based on optin form responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Kartra - Freshworks CRM (Freshsales Suite) integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Connect more apps to your Freshworks CRM (Freshsales Suite) + Kartra flow

Extend your automation stack by connecting marketing, payments, support, and scheduling tools to your core pair. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Kartra
+
ShopifyShopify (8)
+
StripeStripe (8)
+
MailchimpMailchimp (8)
+
SlackSlack (8)
+
Google SheetsGoogle Sheets (8)
+
CalendlyCalendly (8)
F
S
K
Create a Shopify customer for every contact created in Freshworks CRM (Freshsales Suite), and create a lead in Kartra
New Freshworks CRM (Freshsales Suite) contacts instantly appear as Shopify customers and Kartra leads without manual exporting.
K
S
F
When a customer buys a product in Kartra, create a Shopify customer, and add a note to a contact in Freshworks CRM (Freshsales Suite)
Kartra purchases automatically generate Shopify customer profiles and log activity notes in Freshworks CRM (Freshsales Suite).
S
F
K
When an order is created in Shopify, create a deal in Freshworks CRM (Freshsales Suite) and create a lead in Kartra
Shopify store orders instantly open new deals in Freshworks CRM (Freshsales Suite) and initiate tracking in Kartra.
F
S
K
Create a Shopify product whenever a new deal is created in Freshworks CRM (Freshsales Suite), and create a lead in Kartra
New sales deals in Freshworks CRM (Freshsales Suite) automatically set up matching Shopify catalog items and Kartra lead profiles.
S
F
K
If a Shopify order total exceeds one hundred dollars, update the deal in Freshworks CRM (Freshsales Suite) and assign a tag to lead in Kartra
High-value Shopify orders automatically update high-priority deals in Freshworks CRM (Freshsales Suite) and tag Kartra leads.
S
F
K
When an order is refunded in Shopify, update deal in Freshworks CRM (Freshsales Suite) and refund a payment transaction in Kartra
Shopify refunds automatically adjust your Freshworks CRM (Freshsales Suite) deals and trigger payment refunds in Kartra.
S
C
F
K
Use ChatGPT to summarise every new Shopify order, update the deal in Freshworks CRM (Freshsales Suite), and create lead in Kartra
ChatGPT generates concise order briefs that update your Freshworks CRM (Freshsales Suite) deals and populate Kartra records.
K
S
F
M
When a customer buys a product in Kartra, create a Shopify customer, create deal in Freshworks CRM (Freshsales Suite), and subscribe lead to list in Mailchimp
Kartra purchases automatically populate Shopify, update Freshworks CRM (Freshsales Suite), and enrol contacts in Mailchimp lists.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Kartra

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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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 Freshworks CRM (Freshsales Suite) + Kartra?

Streamline your sales pipelines, marketing automation, and customer data management with powerful automated workflows.

What you can automate?
🔄
Sync new contacts and leads instantly
Automatically create a lead in Kartra the moment a contact is created in Freshworks CRM (Freshsales Suite). Keep your CRM and marketing platforms perfectly aligned without manual exporting.
📋
Capture every submitted form field
Map all available form responses and customer details into your CRM and marketing databases. Ensure no custom data field or preference is left behind.
🔔
Alert your team the moment activity occurs
Notify your sales or support channels in Slack immediately when high-value deals are created or new customer purchases are completed.
🔀
Route records based on submitted criteria
Execute different automation paths depending on deal values, product selections, or form answers submitted by your prospects.
📝
Keep destination records fully updated
Modify existing customer profiles, deal stages, and tracking tags automatically whenever changes happen in either platform.
🔍
Search and update instead of creating duplicates
Look up existing contact records by email or phone number before creating new entries, keeping your databases clean and organized.
💳
Handle later payment and order status changes
Automatically process subscription cancellations, order refunds, and payment failures across your CRM deals and marketing lists.
🔌
Extend your workflow to external apps
Connect supporting tools like Google Sheets or Slack to your core Freshworks CRM (Freshsales Suite) and Kartra automation for complete pipeline visibility.
And much more...

Who is Freshworks CRM (Freshsales Suite) + Kartra integration for?

Teams managing customer data and marketing automation benefit from instant data synchronization between Freshworks CRM (Freshsales Suite) and Kartra, eliminating manual updates.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
E-commerce managers
E-commerce managers
Operations specialists
Operations specialists
Customer success leads
Customer success leads
📈
Performance marketers
You're running digital campaigns across multiple channels but your lead reports only update when someone manually exports data, so the conversion counts you're optimising against are always a few hours behind — this integration means every new lead lands in your CRM instantly and your marketing data stays current.
Sales development reps
You rely on immediate outreach when prospects submit forms, but delayed contact notifications mean warm leads go cold before anyone reaches out — this integration means every form submission triggers instant CRM contact creation so your team can follow up immediately.
📊
Account managers
You report on pipeline progress to leadership, but disparate software records cause conflicting numbers and missing client history — this integration means every deal update syncs across your systems so your progress tracking is always accurate.
🛒
E-commerce managers
You handle high volumes of customer purchases every day, but manual customer profiling leads to missed marketing tags and fulfillment errors — this integration means every transaction automatically registers customer profiles and marketing lists without manual work.
⚙️
Operations specialists
You own the workflow handoff between sales and customer success, but upstream data gaps break your downstream sequences — this integration means every contact creation automatically triggers your complete multi-step onboarding path reliably.
🗂️
Customer success leads
You need a complete historical record of every client interaction, but fragmented tools leave frustrating gaps in customer logs — this integration means every customer action and purchase note is recorded in one place for a complete profile history.
Our team

Ready Workflows 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 Freshworks CRM (Freshsales Suite) + Kartra

Build and manage your Freshworks CRM (Freshsales Suite) + 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 Freshworks CRM (Freshsales Suite) + 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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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Kartra?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Kartra in 1 click using ready workflows or build custom flows with Integrately AI. It takes just minutes to set up your integration alongside tools like Slack, Google Sheets, and Shopify.
Can I automatically sync new contacts from Freshworks CRM (Freshsales Suite) to Kartra?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Kartra, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Kartra?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle contact data during automation?
Frequently Asked Questions
How does Kartra handle lead information in automated workflows?
Frequently Asked Questions
Can I set up this integration without any coding skills?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Kartra integration free?
Frequently Asked Questions
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