Kartra + Refersion Integration

Integrate Kartra to Refersion in one click, or tell Integrately AI how you want each customer handled. Track purchases, create affiliates, update profiles, and manage your marketing networks automatically.

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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
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion 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
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion

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Ready Workflows Ready Workflows for Kartra + Refersion Integration

Track affiliate sales, register new affiliates, update partner profiles, and manage commissions, all in just one click.

Most popular automationsmost-popular-automations
Refersion + Kartra Integration

Create Kartra lead for new Refersion affiliate

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Thus, integration of your new Kartra lead and Refersion affiliate can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Kartra + Refersion Integration

Create Refersion affiliate for new Kartra optin form response

Automatically creating Refersion affiliate for new Kartra optin form response can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Refersion affiliate can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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Kartra + Refersion Integration

Create Refersion affiliate for new Kartra order

When a new Kartra order is placed, it's important to create a Refersion affiliate for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Refersion affiliate and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Refersion affiliate for every Kartra order, you can maximize your chances of success with each customer.
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  • 1of1
Got a different task in mind? Describe it

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Connect more apps to your Kartra + Refersion flow

Sync customer data with billing platforms, email tools, spreadsheets, and team messaging channels once your core pair finishes. Pick a combination and activate it in one click.

Kartra
Refersion
+
StripeStripe (2)
+
MailchimpMailchimp (2)
+
ShopifyShopify (1)
+
ActiveCampaignActiveCampaign (1)
+
Google SheetsGoogle Sheets (2)
+
SlackSlack (2)
K
S
R
Create a Stripe customer for every customer who buys a product in Kartra, and register them as an affiliate in Refersion.
Every Kartra purchase instantly creates a Stripe customer record and a matching affiliate profile in Refersion without manual data entry.
R
S
K
When a Refersion conversion is approved, create a Stripe charge and update the lead in Kartra.
Approved Refersion conversions automatically generate a Stripe charge and update your Kartra records in real time.

Supported triggers and actions for Kartra and Refersion

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
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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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Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
Try it →
Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
Try it →
Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
Try it →
Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
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Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
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Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
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Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
Try it →
Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
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Create affiliate in Refersion
Generates unique referral links for affiliate partners
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Search affiliate in Refersion
Searches for a particular affiliate partner
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Get affiliate in Refersion
Retrieves details of an affiliate partner
Try it →
Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
Try it →

What can you automate with Kartra + Refersion?

Connect your ecommerce storefront with affiliate management to automate partner registrations, conversion tracking, and data updates.

What you can automate?
🔗
Register affiliates from customer purchases
Automatically create a Refersion affiliate profile the moment a customer buys a product in Kartra. Eliminate manual partner setup and onboard referrers instantly.
📋
Capture every submitted lead detail
Map all form fields and custom data from Kartra submissions into Refersion affiliate records. Ensure partner profiles contain complete and accurate information.
🔔
Notify your team on new partner signups
Send instant notifications to your marketing or sales channels whenever a new affiliate joins or a conversion occurs. Keep internal teams aligned on program growth.
⚖️
Route records based on submitted criteria
Apply conditional logic to handle VIP customers or specific form selections differently. Direct high-value leads through customized affiliate workflows.
🔄
Keep destination records up to date
Synchronise status changes and detail updates between Kartra and Refersion automatically. Maintain accurate records across both platforms without manual edits.
🔍
Search and update instead of creating duplicates
Look up existing leads or affiliates by email before creating new entries. Prevent duplicate accounts and keep your databases clean.
💸
Manage later status changes and refunds
Handle partial refunds, order cancellations, or approved conversions smoothly by triggering automated updates in Refersion and Kartra.
📊
Extend your workflow to Google Sheets
Connect Kartra and Refersion with Google Sheets to log every transaction and affiliate record in a dedicated spreadsheet for deeper reporting.
And much more...

Who is Kartra + Refersion integration for?

Ecommerce merchants, affiliate managers, and digital marketers streamline partner tracking, customer data management, and commission workflows without manual data entry.

Performance marketers
Performance marketers
Affiliate managers
Affiliate managers
Agency owners
Agency owners
Ecommerce store owners
Ecommerce store owners
Customer success leads
Customer success leads
Operations leads
Operations leads
📈
Performance marketers
You're running campaigns across multiple ad sets but your tracking sheet only updates when someone manually exports conversion data, so the metrics you're optimising against are always a few hours behind — with this integration, every new conversion lands in Refersion instantly and your tracking stays current.
Affiliate managers
You need to approve new partners quickly, but tracking signups from Kartra forms by hand means affiliates wait days for their accounts to be set up — automating both apps means every form submission instantly creates a Refersion affiliate profile so onboarding happens without delay.
🤝
Agency owners
You answer to clients who want to see real-time program growth, but manual reporting delays updates and frustrates stakeholders — this integration means every Kartra purchase automatically updates your Refersion reports so client reviews always reflect accurate data.
🛒
Ecommerce store owners
The volume of incoming orders and affiliate referrals is too high for anyone to keep up by hand, leading to missed payouts and broken tracking — automating both apps means every customer transaction flows straight into Refersion without manual intervention.
👥
Customer success leads
You own affiliate partner support and depend on marketing to hand over new partner details, but contact information often gets lost between platforms — connecting these apps means every new affiliate is created instantly so your team can reach out right away.
🗂️
Operations leads
You need a reliable history of partner activity and keep finding gaps between your shopping cart and affiliate network — automating both apps means every transaction and affiliate record stays perfectly synchronised across systems.
Our team

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Why choose Integrately to automate Kartra + Refersion

Build and manage your Kartra + Refersion 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 + Refersion 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
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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 Refersion?
Frequently Asked Questions
You can connect Kartra to Refersion instantly using ready-made workflows on Integrately. Choose a pre-built template, connect your accounts, and activate your automation in one click or ask Integrately AI to build a custom flow.
Can I automatically register new Kartra customers as affiliates in Refersion?
Frequently Asked Questions
Can I connect Kartra, Refersion, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Kartra and Refersion?
Frequently Asked Questions
How does Kartra handle lead and customer data in these automations?
Frequently Asked Questions
Can Refersion conversion approvals update my CRM or marketing tools?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Kartra and Refersion integration free?
Frequently Asked Questions
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You Can Also Connect Kartra or Refersion With 1500+ Other Apps

Kartra
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Connect Kartra with email marketing, CRM, webinar, and payment tools to manage your leads and sales funnels.
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Refersion
Popular Refersion Integrations
Sync Refersion with ecommerce, customer support, and SMS marketing platforms to enhance your affiliate program management.
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