SimplyMeet.me + Kartra Integration

Integrate Kartra to SimplyMeet.me in one click, or tell Integrately AI how you want each booking handled. Schedule meetings, create leads, update customer records, and trigger follow-ups automatically.

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1.
  • SimplyMeet.me
    Meeting is scheduled in SimplyMeet.me Instant
  • SimplyMeet.me
    Meeting is canceled in SimplyMeet.me Instant
  • SimplyMeet.me
    Meeting is rescheduled in SimplyMeet.me 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.
  • 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 + SimplyMeet.me Integration

Capture meeting bookings, create Kartra leads, update contact lists, assign tags, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
SimplyMeet.me + Kartra Integration

Create Kartra lead for new SimplyMeet.me meeting

To best take advantage of every new SimplyMeet.me meeting, it is essential to have a strong marketing campaign in Kartra in place. This will help ensure that potential customers are aware of the event and can easily find information about it.

By taking the time to create a robust Kartra lead list, businesses can maximize their chances of success with SimplyMeet.me meeting.
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Connect more apps to your Kartra + SimplyMeet.me flow

Send booking details to your CRM, notify your team on messaging apps, and keep your calendar updated. Pick a combination and activate it in one click.

SimplyMeet.me
Kartra
+
StripeStripe (5)
+
ActiveCampaignActiveCampaign (5)
+
Google CalendarGoogle Calendar (4)
+
ZoomZoom (4)
+
GmailGmail (4)
+
SlackSlack (4)
S
K
S
Create a Stripe customer for every SimplyMeet.me booking, and create a lead in Kartra
New SimplyMeet.me bookings create a customer in Stripe and a lead in Kartra instantly, eliminating manual entry.
S
K
S
When a SimplyMeet.me meeting is canceled, update the Kartra lead and refund the Stripe charge
Canceled SimplyMeet.me meetings update your Kartra records and trigger a refund in Stripe automatically.
S
K
S
When a SimplyMeet.me meeting is rescheduled, update the Kartra lead and create a Stripe invoice
Rescheduled SimplyMeet.me meetings update Kartra lead details and generate a new Stripe invoice.
S
K
S
If a SimplyMeet.me booking is marked paid in Stripe, assign a buyer tag to the Kartra lead
Paid Stripe transactions automatically assign a buyer tag to the corresponding Kartra lead from SimplyMeet.me.
S
K
S
Use ChatGPT to analyse SimplyMeet.me booking notes, create a Kartra lead, and log it in Stripe
ChatGPT analyses SimplyMeet.me booking notes before creating a Kartra lead and logging the customer in Stripe.

Supported triggers and actions for SimplyMeet.me and Kartra

Mix and match to build the exact automation you need

SimplyMeet.me
SimplyMeet.me Triggers & Actions
Instant
Meeting is scheduled in SimplyMeet.me
Triggers the automation when a meeting is scheduled
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Instant
Meeting is canceled in SimplyMeet.me
Triggers the automation when a meeting is canceled
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Instant
Meeting is rescheduled in SimplyMeet.me
Triggers the automation when a meeting is rescheduled
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No action is available
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 + SimplyMeet.me?

Streamline your consultation workflows by connecting calendar bookings directly to your marketing and CRM database.

What you can automate?
📅
Sync every consultation booking into your CRM
Turn every SimplyMeet.me meeting schedule into a new lead in Kartra automatically. Remove manual data entry and ensure every prospect is logged the moment they book.
📋
Capture every submitted intake question
Map custom booking questions and meeting notes directly into Kartra custom fields instead of just names and emails. Your CRM records become far more detailed for follow-up.
🔔
Alert your team instantly on chat
Notify your sales or support channel the second a client schedules a consultation. Ensure prompt team awareness without checking calendar dashboards manually.
🔀
Route leads based on selected tiers
Apply different tags or sequences in Kartra depending on the meeting type or service tier selected in SimplyMeet.me. Ensure prospects receive tailored communication.
🔄
Keep records updated when meetings change
Automatically update existing Kartra lead records whenever a meeting is rescheduled or canceled in SimplyMeet.me. Keep your database synchronized without manual edits.
🔍
Prevent duplicate records with smart search
Search existing Kartra records by email before creating a new lead from a SimplyMeet.me booking. Maintain a clean database without clutter.
⚙️
Handle cancellations and refunds smoothly
Trigger automated status changes in Kartra the moment a SimplyMeet.me appointment is canceled. Stop follow-up sequences instantly for canceled sessions.
⚡
Extend your workflow to team apps
Connect your Kartra and SimplyMeet.me flow with Slack, Gmail, or Zoom to handle client communications, video link generation, and internal alerts in one pipeline.
And much more...

Who is Kartra + SimplyMeet.me integration for?

Connecting Kartra and SimplyMeet.me automates consultation scheduling and lead management for growing businesses, removing manual data entry and preventing missed follow-ups.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Client success managers
Client success managers
Operations leads
Operations leads
Onboarding specialists
Onboarding specialists
Finance and admin teams
Finance and admin teams
📈
Performance marketers
You're running consultation campaigns but your tracking sheet only updates when someone manually exports leads, so the booking counts you're optimising against are always a few hours behind — with this integration, every new booking lands in your CRM instantly and your lead data stays current.
⚡
Sales development reps
You need to follow up with consultation leads immediately, but you find out about new bookings too late because calendar notifications get buried in your inbox — automating both apps means every new meeting creates a lead instantly so you can reach out while interest is highest.
🤝
Client success managers
You answer to clients who want to see regular progress reports on consultation pipelines, but compiling booking numbers by hand leaves gaps in your updates — connecting these apps means every scheduled meeting is logged automatically, ensuring your reports are always accurate.
🔄
Operations leads
The volume of daily consultation bookings is too high for anyone to keep up by hand, leading to missed CRM entries and unassigned prospects — with this integration, lead creation and calendar synchronization run continuously without manual data entry.
👥
Onboarding specialists
You own the client setup phase and depend on someone upstream to hand over booking details, but information gets lost between scheduling and CRM tools — this integration means every scheduled slot transfers clean attendee data straight to your database.
📊
Finance and admin teams
You need a reliable history of all client meetings for billing and auditing, but manual record-keeping always leaves missing entries — automating both apps means every scheduled, rescheduled, and canceled session is logged permanently.
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Why choose Integrately to automate SimplyMeet.me + Kartra

Build and manage your SimplyMeet.me + 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 SimplyMeet.me + 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.
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How Integrately Works?

1
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2
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Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Kartra to SimplyMeet.me?
Frequently Asked Questions
You can connect Kartra to SimplyMeet.me using 1-click automations on Integrately. Choose from ready templates or use Integrately AI to set up your workflow in minutes alongside tools like Google Calendar, Slack, and Gmail.
Can I automatically create Kartra leads from SimplyMeet.me bookings?
Frequently Asked Questions
Can I connect Kartra, SimplyMeet.me, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kartra and SimplyMeet.me?
Frequently Asked Questions
How does Kartra handle lead data from SimplyMeet.me?
Frequently Asked Questions
What happens when a SimplyMeet.me meeting is canceled?
Frequently Asked Questions
Do I need coding skills to integrate Kartra and SimplyMeet.me?
Frequently Asked Questions
Is the Kartra and SimplyMeet.me integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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