Kartra + Smartsheet Integration

Integrate Kartra to Smartsheet in one click, or tell Integrately AI how you want each order handled. Track purchases, update project sheets, alert your team, and trigger follow-ups 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
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
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
  • Smartsheet
    Add attachment to row in Smartsheet
  • Smartsheet
    Search row in Smartsheet
  • Smartsheet
    Update row in Smartsheet
  • Smartsheet
    Add row in Smartsheet
  • Smartsheet
    Send row in Smartsheet
  • Smartsheet
    Copy row in Smartsheet
  • Smartsheet
    Move row in Smartsheet
  • Smartsheet
    Add discussion to row in Smartsheet
  • Smartsheet
    Create sheet from a template in Smartsheet
  • Smartsheet
    Share sheet in Smartsheet
  • Smartsheet
    Create sheet from existing sheet in Smartsheet
  • Smartsheet
    Send sheet in Smartsheet
  • Smartsheet
    Create workspace in Smartsheet
  • Smartsheet
    Copy workspace in Smartsheet
  • Smartsheet
    Share workspace in Smartsheet
  • Smartsheet
    Copy folder in Smartsheet

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Ready Workflows Ready Workflows for Kartra + Smartsheet Integration

Track customer purchases, add rows to project sheets, update delivery statuses, and keep your records aligned, all in just one click.

Most popular automationsmost-popular-automations
Kartra + Smartsheet Integration

Create Smartsheet row for new Kartra optin form response

When you receive a new Kartra optin form response, automatically a row is created for you with the responses from Kartra in Smartsheet. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the Smartsheet with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!
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Smartsheet + Kartra Integration

Create Kartra lead for new Smartsheet row

Are you tired of manually creating Kartra lead for every new Smartsheet row? Well, there's a better way! With our new automation, you can automatically create Kartra lead for new Smartsheet rows.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Kartra {{action.Contact} creation!
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Kartra + Smartsheet Integration

Create Smartsheet row for new Kartra order

With this Kartra - Smartsheet integration, whenever a new Kartra order is placed, a new Smartsheet row will be created for it. This simple automation will help you keep track of your orders and make sure that each one is processed properly.

You can even customize your Smartsheet spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
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  • 1of1
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 + Smartsheet flow

Connect supporting tools to sync data across platforms, notify teammates, and automate follow-up actions once your core flow finishes. Pick a combination and activate it in one click.

Kartra
Smartsheet
+
StripeStripe (8)
+
MailchimpMailchimp (8)
+
ShopifyShopify (8)
+
Google DriveGoogle Drive (8)
+
ZoomZoom (8)
+
SlackSlack (8)
S
S
K
When a Stripe charge succeeds, add a row in Smartsheet and update the lead in Kartra
Stripe charges instantly create Smartsheet rows and update Kartra leads, eliminating manual data entry.
S
S
K
When a Stripe subscription fails, add a row in Smartsheet and update the customer status in Kartra
Track failed Stripe subscriptions in Smartsheet while updating customer statuses in Kartra instantly.
S
S
K
When a Stripe refund is issued, update the Smartsheet row and process a refund transaction in Kartra
Stripe refunds automatically update your Smartsheet records and process payment transactions in Kartra.
S
S
K
Create a Stripe invoice for every Smartsheet row marked ready, and update the lead in Kartra
Approved Smartsheet rows automatically generate Stripe invoices and update Kartra lead records.
S
S
K
If a Stripe payment exceeds $500, add a priority row in Smartsheet and assign a VIP tag in Kartra
High-value Stripe payments automatically create priority Smartsheet rows and apply VIP tags in Kartra.
S
S
K
When a Stripe subscription is canceled, update the Smartsheet tracking row and revoke membership in Kartra
Canceled Stripe subscriptions update Smartsheet tracking rows and revoke membership access in Kartra.
S
S
K
Use Claude to summarise Stripe customer notes, save the insight in Smartsheet, and update the lead in Kartra
Claude summarises Stripe customer feedback, logs insights in Smartsheet, and updates Kartra records.
S
S
K
M
When a Stripe payment is completed, create a Smartsheet row, update the Kartra lead, and create a customer in Mailchimp
Completed Stripe payments log rows in Smartsheet, update Kartra leads, and add Mailchimp subscribers.

Supported triggers and actions for Kartra and Smartsheet

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
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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
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
Try it →
Instant
Calender subscription is cancelled in Kartra
Triggers the automation when a calendar subscription is cancelled
Try it →
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
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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
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
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Refund a payment transaction in Kartra
Processes a payment transaction refund
Try it →
Smartsheet
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
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Row is updated in Smartsheet
Triggers the automation when a row is updated
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Attachment is added in Smartsheet
Triggers the automation when a new attachment is added
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Comment is added in Smartsheet
Triggers the automation when a comment is added
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Add attachment to row in Smartsheet
Attaches a file to a row
Try it →
Search row in Smartsheet
Searches and retrieve a row of data within a dataset
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Update row in Smartsheet
Updates a specified row in a spreadsheet or database
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Add row in Smartsheet
Adds a new row to the particular spreadsheet
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Send row in Smartsheet
Sends a row
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Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
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Move row in Smartsheet
Relocates a selected row of data to a new position within the spreadsheet
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Add discussion to row in Smartsheet
Adds a discussion thread to a row
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Create sheet from a template in Smartsheet
Creates a new sheet from a template
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Share sheet in Smartsheet
Shares a sheet
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Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
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Send sheet in Smartsheet
Sends a sheet
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Create workspace in Smartsheet
Creates a new workspace
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Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
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Share workspace in Smartsheet
Shares a workspace
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Copy folder in Smartsheet
Duplicate a folder and all its contents
Try it →

What can you automate with Kartra + Smartsheet?

Streamline your customer data management by connecting ecommerce orders, lead forms, and project sheets.

What you can automate?
🔄
Sync customer purchases and form leads instantly
Automatically create a new Smartsheet row whenever a customer buys a product or fills out a form in Kartra. Keep your operational tracking updated without manual exporting.
📋
Capture every submitted custom field and answer
Map all available Kartra form submission details into separate Smartsheet columns instead of just basic contact info. Your project sheet becomes a comprehensive record.
🔔
Notify project teams as soon as orders arrive
Trigger instant updates in your sheets and notify team channels the moment a customer completes a calendar registration or purchases an item in Kartra.
🔀
Route records based on submitted form criteria
Apply different project statuses or priority tags in Smartsheet depending on specific form answers or product tiers selected by the lead in Kartra.
🔄
Keep tracking sheets updated as customer status changes
Automatically update existing Smartsheet rows when a membership is granted, a subscription is cancelled, or an order is refunded in Kartra.
🔍
Search and update records instead of creating duplicates
Look up existing leads by email in Smartsheet and update their information whenever a customer updates their profile or completes a sequence in Kartra.
💳
Handle refunds and partial payment changes smoothly
Reflect order refunds or partial transaction reversals in your Smartsheet project logs automatically the moment they occur in Kartra.
💬
Extend project workflows to team messaging apps
Connect your Kartra and Smartsheet automation to Slack so your team receives instant project notifications whenever new customer data is logged.
And much more...

Who is Kartra + Smartsheet integration for?

Operations teams, marketers, and project managers eliminate manual data entry and keep tracking sheets synchronised with customer activity.

Performance marketers
Performance marketers
Sales managers
Sales managers
Client success leads
Client success leads
Operations directors
Operations directors
Project coordinators
Project coordinators
Data administrators
Data administrators
📈
Performance marketers
You're running marketing campaigns in Kartra but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — this integration means every new lead lands in the sheet instantly and your data stays current.
Sales managers
You manage customer inquiries and purchases in Kartra but need to coordinate follow-ups in Smartsheet, and delays in updating sheets cause missed outreach windows — automating both apps means every purchase creates a row immediately and your sales team can act fast.
🤝
Client success leads
You report on project progress to external stakeholders using Smartsheet while onboarding clients through Kartra, and manual record updates lead to reporting gaps — connecting these apps means client milestones sync automatically and reports are always accurate.
📊
Operations directors
You process high volumes of customer form submissions in Kartra that need structured tracking in Smartsheet, but manual data entry cannot keep up with peak traffic — automating both apps means every submission populates your sheets seamlessly without manual bottlenecks.
📋
Project coordinators
You depend on customer sign-ups from Kartra to initiate project workflows in Smartsheet, and handoff delays stall your team's task execution — connecting these apps means project rows appear the moment a lead registers and work starts right away.
🗂️
Data administrators
You maintain historical records in Smartsheet for orders processed in Kartra, but manual copy-pasting creates missing entries and data errors — this integration means every transaction is logged reliably and your audit history remains complete.
Our team

Ready Workflows Did you know?

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Why choose Integrately to automate Kartra + Smartsheet

Build and manage your Kartra + Smartsheet 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 + Smartsheet 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 Smartsheet?
Frequently Asked Questions
You can connect Kartra to Smartsheet in one click using ready workflows on Integrately, or use Integrately AI to build custom flows with apps like Slack, Stripe, and Shopify. 1-click setup makes integration fast and effortless.
Can I automatically add new Kartra customer purchases as Smartsheet rows?
Frequently Asked Questions
Can I connect Kartra, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kartra and Smartsheet?
Frequently Asked Questions
How does Kartra handle form submissions when connected to Smartsheet?
Frequently Asked Questions
Can Smartsheet updates trigger changes back in Kartra?
Frequently Asked Questions
Do I need coding skills to automate Kartra and Smartsheet?
Frequently Asked Questions
Is the Kartra and Smartsheet integration free?
Frequently Asked Questions
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You Can Also Connect Kartra or Smartsheet With 1500+ Other Apps

Kartra
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Smartsheet
Popular Smartsheet Integrations
Sync Smartsheet with database, reporting, and productivity tools to keep project data working seamlessly across your stack.