Kylas CRM + Kartra Integration

Integrate Kartra to Kylas CRM in one click, or tell Integrately AI how you want each lead handled. Capture submissions, update your CRM, alert your sales team, and trigger follow-ups automatically.

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1.
  • Kylas CRM
    Lead is created in Kylas CRM Instant
  • Kylas CRM
    Lead is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is created in Kylas CRM Instant
  • Kylas CRM
    Deal is updated in Kylas CRM Instant
  • Kylas CRM
    Deal is created in Kylas CRM Instant
  • 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.
  • Kylas CRM
    Create contact in Kylas CRM
  • Kylas CRM
    Create Lead in Kylas CRM
  • Kylas CRM
    Create deal in Kylas CRM
  • Kylas CRM
    Create company in Kylas CRM
  • 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 Kartra + Kylas CRM Integration

Capture leads, create CRM records, update tags, notify your team, and manage follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Kylas CRM + Kartra Integration

Create Kartra lead for new Kylas CRM contact

If you're using Kylas CRM 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 Kylas CRM, 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 + Kylas CRM Integration

Create Kylas CRM contact for new Kartra optin form response

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

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

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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Connect more apps to your Kartra + Kylas CRM flow

Sync customer data with billing platforms, email tools, ecommerce stores, spreadsheets, scheduling links, and messaging apps. Pick a combination and activate it in one click.

Kylas CRM
Kartra
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
ShopifyShopify (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
+
WhatsAppWhatsApp (3)
S
K
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When a Stripe charge succeeds, create a lead in Kartra and create a deal in Kylas CRM.
Successful Stripe payments update your lead in Kartra and create a deal in Kylas CRM automatically, keeping your sales and billing records aligned without manual entry.
S
K
K
When a Stripe subscription is created, assign tag to lead in Kartra and create a contact in Kylas CRM.
New Stripe subscriptions automatically tag your lead in Kartra and create a contact in Kylas CRM, eliminating manual data entry.
S
K
K
When a Stripe payment fails, unsubscribe lead from a list in Kartra and update lead in Kylas CRM.
Failed Stripe payments update your records in Kartra and Kylas CRM instantly so you can handle billing issues without delay.

Supported triggers and actions for Kylas CRM and Kartra

Mix and match to build the exact automation you need

Kylas CRM
Kylas CRM Triggers & Actions
Instant
Lead is created in Kylas CRM
Triggers the automation when a new lead is created
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Instant
Lead is updated in Kylas CRM
Triggers the automation when the lead information is updated
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Instant
Contact is updated in Kylas CRM
Triggers the automation when a contact is updated
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Instant
Contact is created in Kylas CRM
Triggers the automation when a new contact is created
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Instant
Deal is updated in Kylas CRM
Triggers the automation when a deal is updated
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Instant
Deal is created in Kylas CRM
Triggers the automation when a deal is created
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Create contact in Kylas CRM
Adds a new contact to the database
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Create Lead in Kylas CRM
Generates new leads for potential customers
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Create deal in Kylas CRM
Generates a new deal with
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Create company in Kylas CRM
Generates a new company profile with given details
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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
Try it →
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
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What can you automate with Kartra + Kylas CRM?

Streamline your entire customer journey from initial form fill to closed deal with ready-to-run automation recipes.

What you can automate?
🔄
Sync leads between Kartra and Kylas CRM
Automatically create a lead in Kylas CRM the moment a prospect fills out a form or purchases a product in Kartra. Eliminate manual data entry and keep your sales team focused on closing deals.
📝
Capture every submitted custom field
Map complete form submission details, custom answers, and buyer preferences directly into your CRM contact profiles instead of just names and email addresses.
🔔
Alert sales reps instantly on new conversions
Notify your team the second a high-value customer buys a product or submits a calendar booking so they can initiate outreach without delay.
🔀
Route leads based on custom criteria
Apply conditional logic to assign tags, update lists, or create specialized deals in your CRM depending on the specific product purchased or form responses submitted.
🔄
Keep contact records updated automatically
Reflect status changes, unsubscriptions, and tag modifications across both platforms instantly whenever a customer updates their preferences.
🔍
Prevent duplicate records across systems
Search existing database entries before creating new leads or contacts, ensuring your CRM and marketing software remain clean and organized.
💳
Manage refunds and cancellations seamlessly
Update lead stages and remove active tags automatically when a customer cancels a subscription, requests a refund, or cancels a calendar booking.
📊
Extend your workflow to external spreadsheets
Log every transaction, lead creation, and pipeline update into Google Sheets alongside your core Kartra and Kylas CRM integration for easy reporting.
And much more...

Who is Kartra + Kylas CRM integration for?

Kartra and Kylas CRM integration eliminates manual data entry, keeping sales pipelines and marketing funnels perfectly synchronised for growing businesses.

Sales Directors
Sales Directors
Lead Qualification Specialists
Lead Qualification Specialists
Agency Account Managers
Agency Account Managers
Growth Marketing Managers
Growth Marketing Managers
Account Executives
Account Executives
Revenue Operations Teams
Revenue Operations Teams
📈
Sales Directors
You rely on pipeline reports to forecast monthly revenue, but leads captured in Kartra take hours to reach your sales team in Kylas CRM, so your conversion metrics are always outdated — automating both apps means every new submission populates your sales pipeline instantly and your conversion data stays current.
Lead Qualification Specialists
You need to engage high-value prospects immediately after they submit their details, but manual notification delays cause leads to go cold before anyone reaches out — this integration means every new form completion creates a CRM lead and alerts your team instantly so follow-ups happen within minutes.
📊
Agency Account Managers
You report campaign performance and lead counts to clients every week, but discrepancies between marketing tools and sales records force you to spend hours cross-referencing entries by hand — automating both apps means every lead and deal syncs reliably across platforms with zero manual reconciliation required.
🚀
Growth Marketing Managers
You run high-volume campaigns generating hundreds of daily signups, but your team cannot keep up with manual lead creation in the CRM, resulting in missed opportunities — this integration means high volumes of form submissions and purchases flow straight into your sales pipeline without manual backlog.
🤝
Account Executives
You depend on marketing teams to hand over qualified prospect details before you can begin outreach, but delays in data transfer leave you waiting for context — automating both apps means contact details and form responses land in your CRM record the moment a prospect converts.
🔍
Revenue Operations Teams
You need a complete audit trail of customer touchpoints from initial form fill to closed deal, but data silos between marketing software and sales tools create frustrating gaps in your history — automating both apps means your customer records maintain an unbroken, accurate timeline of every interaction.
Our team

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Tell us what type of automation you want to make?

Why choose Integrately to automate Kylas CRM + Kartra

Build and manage your Kylas CRM + 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 Kylas CRM + 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
Select Automation
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 Kartra to Kylas CRM?
Frequently Asked Questions
You can connect Kartra to Kylas CRM in 1 click using ready workflows on Integrately. Select a pre-built automation template, connect your accounts, and start syncing leads instantly or ask Integrately AI to build custom multi-step workflows.
Can I automatically create a Kylas CRM lead when a form is filled in Kartra?
Frequently Asked Questions
Can I connect Kartra, Kylas CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Kartra and Kylas CRM?
Frequently Asked Questions
How does Kartra handle lead data during integration?
Frequently Asked Questions
How does Kylas CRM process new leads from Kartra?
Frequently Asked Questions
Do I need coding skills to integrate Kartra and Kylas CRM?
Frequently Asked Questions
Is the Kartra and Kylas CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Kartra or Kylas CRM With 1500+ Other Apps

Kartra
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Kylas CRM
Popular Kylas CRM Integrations
Sync Kylas CRM with project management, invoicing, and support desk tools to keep your sales operations connected.
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