Send message via Heartbeat when Tag is assigned to lead in Kartra
Kartra + Heartbeat Integration
Heartbeat + Kartra Integration
Integrate Heartbeat to Kartra in one click, or tell Integrately AI how you want each lead handled. Create leads, assign tags, update customer details, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
User is joined group in Heartbeat Instant- User is completed course in Heartbeat Instant
- User profile is updated in Heartbeat Instant
- User is join in Heartbeat Instant
- User is created in Heartbeat
- Thread is created in Heartbeat
- Event is created in Heartbeat
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.
- Invite users in Heartbeat
- Add user to group in Heartbeat
- Find user in Heartbeat
- Deactivate user in Heartbeat
- Remove user from group in Heartbeat
- Send direct message in Heartbeat
- Create thread in Heartbeat
- Create group in Heartbeat
- Create event in Heartbeat
- Create channel in Heartbeat
- 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 Heartbeat + Kartra Integration
Capture community members as leads, assign tags, update customer details, and trigger email sequences, all in just one click.
Most popular automations
Send Heartbeat message for new Kartra optin form response
When you receive a new Kartra optin form response, you can automatically send a Heartbeat message. This is a great way to stay on top of new responses and ensure that you're always providing the best possible customer service. Plus, it's just one less thing that you have to remember to do manually!
So go ahead and set up your automatic Heartbeat message today. Your future self will thank you.
See moreSo go ahead and set up your automatic Heartbeat message today. Your future self will thank you.
Send message from Heartbeat when order is created in Kartra
Kartra + Heartbeat Integration
When Lead fills form in Kartra > Check any condition > Send direct message in Heartbeat
Kartra + Heartbeat Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Heartbeat + Kartra flow
Sync community data with your billing, email marketing, and team communication tools once the core setup finishes. Pick a combination and activate it in one click.
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Stripe (2)
Stripe (2) +
Teachable (2)
Teachable (2) +
Mailchimp (2)
Mailchimp (2) +
Slack (2)
Slack (2) +
Zoom (2)
Zoom (2) +
Google Sheets (2)
Google Sheets (2) S
K
H
When a customer buys a product in Stripe, create lead in Kartra, and add user to group in Heartbeat.
Every Stripe purchase creates a Kartra lead and adds the user to your Heartbeat group instantly.
S
K
H
When a customer is created in Stripe, update lead in Kartra, and send direct message in Heartbeat.
Keep Kartra leads updated from Stripe and welcome new buyers via direct message in Heartbeat.
Supported triggers and actions for Heartbeat and Kartra
Mix and match to build the exact automation you need
Heartbeat Triggers & Actions
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 Heartbeat + Kartra?
Streamline your community management and marketing operations with proven automation workflows.
🔄
Sync community joins to CRM leads
Automatically create a Kartra lead the moment a user is joined group in Heartbeat, eliminating manual data entry between your community platform and marketing software.
📝
Capture every submitted form field
Map all custom answers from Kartra form submissions directly into your member records so your team has complete context for every new user.
🔔
Notify team members instantly
Send direct messages or channel alerts whenever important community events or course milestones occur in Heartbeat.
🔀
Route leads based on submitted data
Tag leads and assign them to specific groups based on the criteria they provide during form completion or course registration.
📊
Keep customer profiles up to date
Automatically update existing contact records in Kartra whenever a user profile is updated in Heartbeat.
👥
Prevent duplicate contact records
Search existing databases before creating entries so your marketing tools maintain clean, unique contact lists.
💳
Manage subscription and order changes
Handle refunds, cancellations, and membership changes by automatically updating user access and tags across platforms.
🌐
Extend workflows to external tools
Connect your core Heartbeat and Kartra setup with Google Sheets, Slack, Stripe, or Zoom to build complete operational pipelines.
And much more...
Who is Heartbeat + Kartra integration for?
Community leaders, digital marketers, and course creators benefit by eliminating manual data entry, keeping customer records synced across systems, and automating follow-up workflows.
Community Analytics Managers
Sales Operations Teams
Client Success Consultants
High-Volume Course Creators
Marketing Automation Specialists
Operations Coordinators
📈
Community Analytics Managers
You're tracking member engagement metrics across platforms, but your tracking sheet only updates when someone manually exports leads, so the row counts you're reviewing are always a few hours behind — with this integration, every new community member lands in your records instantly and your data stays current.
⚡
Sales Operations Teams
You need to act fast when prospects register, and you find out too late because contact details sit unassigned in separate tools — integrating these apps means every form submission and group join creates an immediate lead, so your team can reach out without delay.
🤝
Client Success Consultants
You answer to clients who want to see active community participation and onboarding progress, but compiling manual reports takes hours every week — automating both apps means engagement stats update automatically, so your stakeholders always see accurate numbers.
🚀
High-Volume Course Creators
The registration volume is too high for anyone to keep up by hand when hundreds of students join at once, leading to missed tags and unassigned groups — with this integration, every member gets added to the right group and tagged in your CRM without manual intervention.
🔗
Marketing Automation Specialists
You own the customer journey and depend on community admins to hand over member lists before email sequences can start, causing frustrating bottlenecks — connecting these apps means leads flow straight from community signups into your email sequences the moment they register.
📋
Operations Coordinators
You need a reliable customer history for support and billing, but keep finding gaps where members joined the community without being recorded in your database — this integration means every interaction is logged accurately, leaving zero gaps in your records.
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 Heartbeat + Kartra
Build and manage your Heartbeat + Kartra automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Heartbeat + 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 Heartbeat + Kartra Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Heartbeat to Kartra?
You can connect Heartbeat to Kartra instantly using 1-click automations on Integrately, or use Integrately AI to build custom workflows linking your community data to marketing tools.
Can I automatically create Kartra leads when members join Heartbeat?
Can I connect Heartbeat, Kartra, and Google Sheets?
What is a good Zapier alternative for Heartbeat and Kartra?
How does Heartbeat handle user profile updates in automations?
Can Kartra form submissions add users to Heartbeat groups?
Do I need coding skills to automate Heartbeat and Kartra?
Is the Heartbeat and Kartra integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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