Kartra + PipelineCRM Integration

Connect Kartra to PipelineCRM in 1 click

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1.
  • 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
  • PipelineCRM
    Person is created in PipelineCRM Instant
  • PipelineCRM
    Company is created in PipelineCRM Instant
  • PipelineCRM
    Deal is created in PipelineCRM Instant
  • PipelineCRM
    Deal status is changed in PipelineCRM Instant
  • PipelineCRM
    Deal is moved in PipelineCRM Instant
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2.

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Ready Workflows Ready Workflows   for Kartra + PipelineCRM Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
PipelineCRM + Kartra Integration

Create Kartra lead for new PipelineDeals person

If you're using PipelineDeals 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 person is created in PipelineDeals, 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 + PipelineCRM Integration

Create PipelineDeals person for new Kartra optin form response

When someone completes your Kartra, a new person is automatically created in your PipelineDeals. 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 person, so you don't have to waste time manually entering data. Thus, having a Kartra - PipelineDeals integration set up makes it easy to manage your customer relationships and grow your business.
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Kartra + PipelineCRM Integration

Create PipelineDeals person 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' person information.

But did you know that you can easily integrate Kartra with PipelineDeals? This integration will allow you to automatically create a person for each new order in PipelineDeals.

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 + PipelineCRM Integration

Create PipelineDeals 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 PipelineDeals 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 PipelineDeals task for new Kartra optin form response received today - your customers will thank you for it!
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Kartra + PipelineCRM Integration

Create PipelineDeals deal for new Kartra optin form response

Integrating your PipelineDeals 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 - PipelineDeals 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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Automations

Top 10 Most Popular Kartra Automations from
Integrately Community

Just click on the workflow you want to automate

Kartra logo
Zoom logo
Create Zoom webinar registrant for new Kartra optin form response
Activate
Kartra logo
Notion logo
Create Notion database item for new Kartra optin form response
Activate
Eventbrite logo
Kartra logo
Create Kartra lead for new Eventbrite order
Activate
Kartra logo
Microsoft Excel logo
Create Microsoft Excel row for new Kartra optin form response
Activate
Kartra logo
WhatsApp logo
Send message via WhatsApp when Tag is assigned to lead in Kartra
Activate
Kartra logo
Zoom logo
Create Zoom webinar registrant for new Kartra optin form response
Activate
Kartra logo
Notion logo
Create Notion database item for new Kartra optin form response
Activate
Eventbrite logo
Kartra logo
Create Kartra lead for new Eventbrite order
Activate
Kartra logo
Microsoft Excel logo
Create Microsoft Excel row for new Kartra optin form response
Activate
Kartra logo
WhatsApp logo
Send message via WhatsApp when Tag is assigned to lead in Kartra
Activate
Kartra logo
Zoom logo
Create Zoom meeting for new Kartra optin form response
Activate
Kartra logo
WordPress logo
Create WordPress post for new Kartra optin form response
Activate
Kartra logo
CompanyHub logo
Create CompanyHub record for new Kartra optin form response
Kartra logo
Ninox logo
Create Ninox record for new Kartra optin form response
Activate
Kartra logo
Coda logo
Create Coda row for new Kartra optin form response
Kartra logo
Zoom logo
Create Zoom meeting for new Kartra optin form response
Activate
Kartra logo
WordPress logo
Create WordPress post for new Kartra optin form response
Activate
Kartra logo
CompanyHub logo
Create CompanyHub record for new Kartra optin form response
Kartra logo
Ninox logo
Create Ninox record for new Kartra optin form response
Activate
Kartra logo
Coda logo
Create Coda row for new Kartra optin form response

Top 10 Most Popular PipelineCRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
PipelineCRM logo
Create PipelineDeals person for new Elementor Forms form submission
02
Webflow (Legacy) logo
PipelineCRM logo
Create PipelineDeals person for new Webflow form submission
03
Simvoly logo
PipelineCRM logo
Create PipelineDeals person for new Simvoly form submission
04
WPForms logo
PipelineCRM logo
Create PipelineDeals person for new WPForms form submission
05
Mautic logo
PipelineCRM logo
Create PipelineDeals person for new Mautic form submission
cloud
PipelineCRM
app integration
06
HappyForms logo
PipelineCRM logo
Create PipelineDeals person for new HappyForms form submission
07
Elite Funnels logo
PipelineCRM logo
Create PipelineDeals person for new Elite Funnels form submission
08
Marquiz logo
PipelineCRM logo
Create PipelineDeals person for new Marquiz lead
09
Bit Form logo
PipelineCRM logo
Create PipelineDeals person for new Bit Form response
10
FormKeep logo
PipelineCRM logo
Create PipelineDeals person for new FormKeep submission
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Kartra
Kartra
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.
PipelineCRM
PipelineCRM
PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!