Kartra + Plecto Integration

Integrate Kartra to Plecto in one click, or tell Integrately AI how you want each order handled. Track sales metrics, update dashboards, motivate your team, and drive performance automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
Arrow Right
2.
  • 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
  • Plecto
    Create achievement in Plecto
  • Plecto
    Create dashboard in Plecto
  • Plecto
    Create employee in Plecto
  • Plecto
    Create new registration in Plecto

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Ready Workflows Ready Workflows for Kartra + Plecto Integration

Create achievements, track customer purchases, update performance dashboards, motivate your sales team, and monitor revenue growth, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

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Connect more apps to your Kartra + Plecto flow

Capture customer data across platforms, notify your team instantly, log transactions, and trigger advanced performance updates. Pick a combination and activate it in one click.

Kartra
Plecto
+
ShopifyShopify (3)
+
ActiveCampaignActiveCampaign (3)
+
StripeStripe (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
K
S
P
When a customer buys a product in Kartra, create a customer in Shopify and create a new registration in Plecto.
New Kartra buyers automatically sync to Shopify as customers while creating a live Plecto registration, eliminating manual data entry.
S
K
P
When a new order is placed in Shopify, update the lead in Kartra and create an achievement in Plecto.
Shopify store orders update your Kartra leads instantly and trigger a Plecto achievement for your sales team.
S
K
P
If a Shopify order is paid, assign a tag to the lead in Kartra and create a Plecto dashboard.
Paid Shopify orders automatically tag your Kartra leads and generate a dedicated dashboard in Plecto.

Supported triggers and actions for Kartra and Plecto

Mix and match to build the exact automation you need

Kartra
Kartra Triggers & Actions
Instant
Lead fills form in Kartra
Triggers the automation when a lead fills out a form
Try it →
Instant
Customer buys a product in Kartra
Triggers the automation when a customer completes a purchase of a product
Try it →
Instant
Tag is assigned to lead in Kartra
Triggers the automation when a tag is added
Try it →
Instant
Tag is unassigned to lead in Kartra
Triggers the automation when a tag is added
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
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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
Try it →
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
Try it →
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
Try it →
Create lead in Kartra
Generates new leads for potential customers
Try it →
Assign tag to lead in Kartra
Assigns a tag to a lead based on predefined criteria
Try it →
Search lead by email in Kartra
Retrieves information for a particular lead using their email
Try it →
Unassign tag to lead in Kartra
Unassigns a tag from a lead
Try it →
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
Try it →
Get lead by ID in Kartra
Retrieves a lead's information based on their id
Try it →
Subscribe lead to list in Kartra
Subscribes a lead to a list
Try it →
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
Try it →
Subscribe lead to calendar in Kartra
Subscribes a lead to a calendar
Try it →
Cancel subscription to calendar in Kartra
Stop receiving updates from the calendar subscription
Try it →
Unsubscribe lead from a sequence in Kartra
Removes lead from email sequence subscription
Try it →
Create custom field in Kartra
Creates a new marketing campaign
Try it →
Refund a payment transaction in Kartra
Processes a payment transaction refund
Try it →
Plecto
Plecto Triggers & Actions
No trigger is available
Create achievement in Plecto
Records a new achievement in the system
Try it →
Create dashboard in Plecto
Generates a new dashboard for data visualization
Try it →
Create employee in Plecto
Adds a new employee to the system
Try it →
Create new registration in Plecto
Creates a new registration
Try it →

What can you automate with Kartra + Plecto?

Streamline your customer data sync and performance tracking with ready-made workflows designed for Kartra and Plecto.

What you can automate?
🔄
Log every Kartra purchase as a Plecto registration
Turn every customer purchase or form submission in Kartra into an immediate performance record in Plecto. Eliminate manual data entry and keep your team dashboards fully updated.
📝
Capture every submitted form field automatically
Map all available Kartra lead answers directly into your tracking systems instead of just basic contact info. Your dashboards become a richer source for review and analysis.
🔔
Notify your team the moment a sale happens
Trigger instant Slack channel alerts whenever a customer buys a product or completes a calendar in Kartra, keeping your whole team informed without delays.
🔀
Route records based on submitted criteria
Execute different Plecto dashboard updates or lead tags depending on specific product choices or form inputs captured during the Kartra checkout process.
🔄
Keep performance metrics accurate as status changes
Automatically update Plecto registrations and dashboards whenever order statuses shift, subscriptions cancel, or refunds occur in Kartra.
🔍
Search and update instead of creating duplicates
Check if a lead already exists in your system before creating a new entry, ensuring your database remains clean and free of redundant profiles.
💳
Handle refunds and cancellations seamlessly
When an order is partially or fully refunded in Kartra, automatically adjust your Plecto metrics and trigger corresponding account updates.
🌐
Extend your workflow to popular third-party apps
Connect your Kartra and Plecto automation with Google Sheets, Slack, or Stripe to build multi-step pipelines that power your entire business.
And much more...

Who is Kartra + Plecto integration for?

Sales managers, team leaders, and ecommerce operators who need real-time performance tracking without manual data entry between platforms.

Sales managers
Sales managers
Performance coaches
Performance coaches
Operations directors
Operations directors
Ecommerce founders
Ecommerce founders
Sales development reps
Sales development reps
Finance coordinators
Finance coordinators
📈
Sales managers
You're reviewing revenue metrics from Kartra checkout data but your Plecto dashboards only update when someone manually exports records, so the numbers you're tracking are always hours behind — with this integration, every new order populates your dashboards instantly and your data stays current.
Performance coaches
You need to motivate your sales team by celebrating closed deals as they happen, but delays in data transfer mean reps find out about achievements days too late — with this integration, every customer purchase triggers a live Plecto achievement instantly and team engagement spikes.
📊
Operations directors
You answer to executive leadership who demand up-to-the-minute reports on customer acquisition and funnel performance across tools — with this integration, every Kartra form submission and product purchase flows directly into your Plecto metrics without manual compiling.
🚀
Ecommerce founders
The volume of daily orders and lead form submissions in Kartra is too high for anyone to keep your performance boards updated by hand — with this integration, every transaction and registration syncs automatically so your reporting infrastructure scales effortlessly.
🤝
Sales development reps
You depend on lead form submissions and calendar completions in Kartra to kick off your outbound outreach and pipeline management — with this integration, every new prospect record is created and tracked in Plecto the moment they submit their details.
📋
Finance coordinators
You need a reliable history of orders, refunds, and subscriptions, but manual data transfers keep leaving frustrating gaps in your tracking — with this integration, every financial event in Kartra updates your Plecto records accurately and leaves no audit gaps.
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 Kartra + Plecto

Build and manage your Kartra + Plecto automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Kartra + Plecto 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 Plecto?
Frequently Asked Questions
You can connect Kartra to Plecto using 1-click ready workflows on Integrately. Choose from popular templates combining tools like Shopify, Slack, and Google Sheets, or ask Integrately AI to build the automation and map the fields for you.
Can I automatically create Plecto achievements when customers buy products in Kartra?
Frequently Asked Questions
Can I connect Kartra, Plecto, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kartra and Plecto?
Frequently Asked Questions
How does Kartra handle lead form submissions in this integration?
Frequently Asked Questions
Can Plecto dashboards be updated when orders are refunded in Kartra?
Frequently Asked Questions
Do I need coding skills to automate Kartra and Plecto?
Frequently Asked Questions
Is the Kartra and Plecto integration free?
Frequently Asked Questions
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You Can Also Connect Kartra or Plecto With 1500+ Other Apps

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Plecto
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