Really Simple Systems CRM + Kartra Integration

Integrate Kartra to Really Simple Systems CRM in one click, or tell Integrately AI how you want each lead handled. Capture new leads, create contacts, update accounts, and trigger follow-ups automatically.

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1.
  • Really Simple Systems CRM
    Opportunity is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Contact is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Account is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Task is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Activity is created in Really Simple Systems CRM
  • 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.
  • Really Simple Systems CRM
    Create Opportunity in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create task in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create contact in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search contact by email in Really Simple Systems CRM
  • Really Simple Systems CRM
    Update dropdown list in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create activity in Really Simple Systems 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 + Really Simple Systems CRM Integration

Capture leads, sync customers, organise contacts, update accounts, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Really Simple Systems CRM + Kartra Integration

Create Kartra lead for new Really Simple Systems CRM contact

If you're using Really Simple Systems 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 Really Simple Systems 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 + Really Simple Systems CRM Integration

Create Really Simple Systems CRM contact for new Kartra optin form response

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

Create Really Simple Systems 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 Really Simple Systems CRM? This integration will allow you to automatically create a contact for each new order in Really Simple Systems 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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Kartra + Really Simple Systems CRM Integration

Create Really Simple Systems CRM 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 Really Simple Systems CRM 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 Really Simple Systems CRM task for new Kartra optin form response received today - your customers will thank you for it!
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Kartra + Really Simple Systems CRM Integration

Create Really Simple Systems CRM deal for new Kartra optin form response

Integrating your Really Simple Systems CRM 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 - Really Simple Systems CRM 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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  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Kartra + Really Simple Systems CRM flow

Connect supporting tools to handle payments, email campaigns, store orders, spreadsheets, bookings, and team alerts. Pick a combination and activate it in one click.

Really Simple Systems CRM
Kartra
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
ShopifyShopify (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
K
R
S
Create a Really Simple Systems CRM contact when a customer buys a product in Kartra, and record the payment in Stripe
New Kartra product buyers appear in Really Simple Systems CRM as contacts while Stripe records the transaction instantly.
R
S
K
When an opportunity is created in Really Simple Systems CRM, create a customer in Stripe and assign a tag to the lead in Kartra
New Really Simple Systems CRM opportunities set up billing in Stripe and tag the corresponding Kartra lead.
K
R
S
When a customer buys a product in Kartra, update the account in Really Simple Systems CRM and create an invoice in Stripe
Kartra purchases update Really Simple Systems CRM accounts and generate invoices in Stripe automatically.

Supported triggers and actions for Really Simple Systems CRM and Kartra

Mix and match to build the exact automation you need

Really Simple Systems CRM
Really Simple Systems CRM Triggers & Actions
Opportunity is created in Really Simple Systems CRM
Triggers the automation when any opportunity is updated
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Contact is created in Really Simple Systems CRM
Triggers the automation when a new contact is created
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Account is created in Really Simple Systems CRM
Triggers the automation when a new account is created
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Task is created in Really Simple Systems CRM
Triggers the automation when a new task is created
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Activity is created in Really Simple Systems CRM
Triggers the automation when a new activity is created
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Create Opportunity in Really Simple Systems CRM
Creates a new instance of the support system
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Create task in Really Simple Systems CRM
Creates a new task
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Create contact in Really Simple Systems CRM
Adds a new contact to the database
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Search contact by email in Really Simple Systems CRM
Finds and retrieves contact information using their email address
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Update dropdown list in Really Simple Systems CRM
Updates a dropdown list
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Create account in Really Simple Systems CRM
Generates a new account
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Search account in Really Simple Systems CRM
Searches for account information
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Create activity in Really Simple Systems CRM
Generates a new activity or task
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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
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What can you automate with Kartra + Really Simple Systems CRM?

Streamline lead capture, CRM updates, and team notifications across your entire marketing and sales workflow.

What you can automate?
🎯
Capture and sync new leads automatically
Turn every form submission or product purchase in Kartra into a new contact or account in Really Simple Systems CRM without lifting a finger.
📝
Capture every submitted field in detail
Map all available form answers and customer details into your CRM fields instead of only transferring basic names and email addresses.
🔔
Alert your sales team instantly
Send real-time notifications to team channels whenever a high-value lead registers or makes a purchase.
🔀
Route leads based on submitted criteria
Create different tasks, opportunities, or tags depending on the specific products bought or form options selected by the lead.
🔄
Keep records updated as data changes
Update existing contacts and accounts automatically whenever customer details or subscription statuses change.
🔍
Prevent duplicate records and entries
Search existing contacts by email before creating new records to keep your CRM database clean and organized.
💳
Handle refunds and cancellations smoothly
Trigger account updates, task creation, or tag removals automatically when orders are refunded or subscriptions cancelled.
📈
Extend your workflow to external apps
Connect your core pair with Google Sheets, Slack, or Stripe to log data, alert staff, and handle payments in one flow.
And much more...

Who is Kartra + Really Simple Systems CRM integration for?

Teams managing customer acquisition, sales pipelines, and campaign tracking eliminate manual data entry and keep records perfectly synchronized across platforms.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
Ecommerce store owners
Ecommerce store owners
Operations specialists
Operations specialists
CRM administrators
CRM administrators
📈
Performance marketers
You're running marketing campaigns across multiple landing pages but your tracking sheet only updates when someone manually exports form submissions, so the lead counts you're optimising against are always a few hours behind — this integration means every new submission lands in your CRM instantly and your pipeline data stays current.
Sales representatives
You need to reach out to inbound prospects immediately, but waiting for notifications causes valuable leads to go cold before anyone notices — automating both apps means every form submission and purchase creates a CRM contact instantly so you can follow up right away.
🤝
Agency account managers
You answer to clients who want immediate visibility into new customer signups and campaign performance, but piecing together reports by hand wastes hours every week — this integration means all lead data flows directly into your CRM and reporting tools without manual intervention.
🛍️
Ecommerce store owners
The volume of online product purchases is too high for anyone to keep up with by hand, leading to missed customer records and disjointed fulfillment tracking — connecting these apps means every customer order updates your CRM accounts automatically.
🔄
Operations specialists
You own the handoff between marketing acquisition and sales follow-up, but disconnected software creates friction and dropped leads between teams — integrating these apps means every lead moves smoothly from signup to pipeline management.
📊
CRM administrators
You need a reliable customer history, but manual data entry keeps introducing duplicate records and missing contact details into your database — automating both apps means every customer interaction is logged accurately from the start.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Really Simple Systems CRM + Kartra

Build and manage your Really Simple Systems 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 Really Simple Systems 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Kartra to Really Simple Systems CRM?
Frequently Asked Questions
You can connect Kartra to Really Simple Systems CRM in one click using pre-built templates or ask Integrately AI to build your automation. It takes seconds to link your accounts and start syncing leads, contacts, and purchases across tools like Google Sheets, Slack, and Stripe.
Can I automatically create Really Simple Systems CRM contacts from Kartra form submissions?
Frequently Asked Questions
Can I connect Kartra, Really Simple Systems CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kartra and Really Simple Systems CRM?
Frequently Asked Questions
How does Kartra handle lead data during integration?
Frequently Asked Questions
Can I update accounts and contacts in Really Simple Systems CRM automatically?
Frequently Asked Questions
Do I need coding skills to automate Kartra and Really Simple Systems CRM?
Frequently Asked Questions
Is the Kartra and Really Simple Systems CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Kartra or Really Simple Systems CRM With 1500+ Other Apps

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Really Simple Systems CRM
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