Kartra + WHMCS Integration

Connect Kartra to WHMCS - Automate your workflows in 1-click

Set up Kartra automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of WHMCS automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Kartra & WHMCS using Integrately.
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Ready Workflows For Kartra + WHMCS Integration

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WHMCS + Kartra Integration

Create Kartra lead for new WHMCS contact

If you're using WHMCS 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 WHMCS, 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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WHMCS + Kartra Integration

Create Kartra lead for new WHMCS ticket

Any business knows that customer support is a vital part of any business. Not only do you need to be able to solve problems quickly and efficiently, but you also need to create a good impression with each interaction.

One way to do this is to set up this WHMCS - Kartra integration. It will automatically create a Kartra lead for new WHMCS tickets created. This way, you can ensure that each customer who contacts you will receive a prompt and professional response.

Additionally, it can help to build relationships with your customers and create loyalty. So if you're looking for ways to improve your customer service, setting up Kartra leads for every WHMCS ticket is a great place to start.
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Kartra + WHMCS Integration

Create WHMCS contact for new Kartra optin form response

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

Create WHMCS ticket for new Kartra optin form response

Creating WHMCS tickets automatically for every new Kartra optin form response received can help to ensure that each optin form response is dealt with in a timely and efficient manner.

By automatically creating a support ticket, you can help to ensure that each response is routed to the appropriate team member and that follow-up actions are taken in a timely manner. This can help to improve your overall customer satisfaction levels and ensure that each customer receives the best possible service.
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Kartra + WHMCS Integration

Create WHMCS 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 WHMCS? This integration will allow you to automatically create a contact for each new order in WHMCS.

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 + WHMCS Integration

Create WHMCS ticket for new Kartra order

When you are running an online business, it is important to have a strong customer support system in place. So ,if your business uses Kartra to manage order, you can use WHMCS to create ticket for each order.

In this way, you'll have a record of all the orders that have been placed, and you can track the progress of each one. Creating ticket for Kartra order is a great way to keep your business organized and ensure that no detail is missed.

Set up this integration so that WHMCS starts working in tandem with Kartra.
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Create Your Own Kartra & WHMCS Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
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Kartra + WHMCS Integration
1.
  • Kartra
    Lead fills form in Kartra

    Triggers the automation whenever a lead fills out a form

    Instant
  • Kartra
    Customer buys a product in Kartra

    Triggers the automation whenever a customer completes a purchase of a product

    Instant
  • Kartra
    Tag is assigned to lead in Kartra

    Triggers the automation whenever a tag is added

    Instant
  • Kartra
    Tag is unassigned to lead in Kartra

    Triggers the automation whenever a tag is added

    Instant
  • Kartra
    Lead is unsubscribed from list in Kartra

    Triggers the automation whenever any lead is unsubscribed from the mailing list

    Instant
  • Kartra
    Lead visits a Kartra page in Kartra

    Triggers the automation whenever a lead visits a Kartra page

    Instant
  • Kartra
    Lead is subscribed to list in Kartra

    Triggers the automation whenever a lead is subscribed to a list

    Instant
  • Kartra
    Lead is subscribed to sequence in Kartra

    Triggers the automation whenever a lead is subscribed to a sequence

    Instant
  • Kartra
    Membership revoked from a lead in Kartra

    Triggers the automation whenever a lead's membership is revoked

    Instant
  • Kartra
    Lead reaches score for the first time in Kartra

    Triggers the automation whenever a lead reaches a score for the first time

    Instant
  • Kartra
    Lead is unsubscribed from sequence in Kartra

    Triggers the automation whenever any lead is unsubscribed from a sequence

    Instant
  • Kartra
    Lead completes a sequence in Kartra

    Triggers the automation whenever a lead finishes a designated sequence of actions

    Instant
  • Kartra
    Membership granted to a lead in Kartra

    Triggers the automation whenever membership is granted to a lead

    Instant
  • Kartra
    Lead clicks on page split test link in Kartra Instant
  • Kartra
    Lead completes calendar in Kartra

    Triggers the automation whenever a lead completes a calendar event

    Instant
  • Kartra
    Lead registers to a calendar in Kartra

    Triggers the automation whenever a lead registers for an event or appointment in a calendar

    Instant
  • Kartra
    Lead plays the video in Kartra

    Triggers the automation whenever a video is played by a lead

    Instant
  • Kartra
    Lead completes video in Kartra

    Triggers the automation whenever a lead completes a video

    Instant
  • Kartra
    Calender subscription is cancelled in Kartra

    Triggers the automation whenever a calendar subscription is cancelled

    Instant
  • Kartra
    Affiliate signs up for product in Kartra

    Triggers the automation whenever any affiliate signs up for a particular product

    Instant
  • Kartra
    Order is partially refunded in Kartra

    Triggers the automation whenever a partial refund is issued for an order

    Instant
  • Kartra
    Order is refunded in Kartra

    Triggers the automation whenever any order is refunded

    Instant
  • WHMCS
    Invoice is paid in WHMCS

    Triggers the automation whenever an invoice is marked as paid

  • WHMCS
    Order is created in WHMCS

    Automatically finds and retrieves contact information

  • WHMCS
    Invoice is created in WHMCS

    Triggers the automation whenever any invoice is added or modified

  • WHMCS
    Client is created in WHMCS

    Triggers the automation whenever a new client is created

  • WHMCS
    Ticket is created in WHMCS

    Triggers the automation whenever a todo item is created

  • WHMCS
    Todo item is created in WHMCS

    Automatically updates contact information with new details

2.
  • Kartra
    Create lead in Kartra

    Automatically generates new leads for potential customers

  • Kartra
    Assign tag to lead in Kartra

    Automatically assigns a tag to a lead based on predefined criteria

  • Kartra
    Search lead by email in Kartra

    Automatically retrieves information for a particular lead using their email

  • Kartra
    Unassign tag to lead in Kartra

    Automatically unassigns a tag from a lead

  • Kartra
    Remove points from lead in Kartra

    Automatically deducts points from a lead

  • Kartra
    Give points to lead in Kartra

    Automatically assigns points to the designated lead

  • Kartra
    Unsubscribe lead from a list in Kartra

    Automatically removes a lead from a mailing list

  • Kartra
    Get lead by ID in Kartra

    Automatically retrieves a lead's information based on their ID

  • Kartra
    Subscribe lead to list in Kartra

    Automatically subscribes a lead to a list

  • Kartra
    Update lead in Kartra

    Automatically updates the lead information

  • Kartra
    Subscribe lead to a sequence in Kartra

    Automatically subscribes a lead to a sequence

  • Kartra
    Subscribe lead to calendar in Kartra

    Automatically subscribes a lead to a calendar

  • Kartra
    Cancel subscription to calendar in Kartra

    Automatically stop receiving updates from the calendar subscription

  • Kartra
    Unsubscribe lead from a sequence in Kartra

    Automatically removes lead from email sequence subscription

  • Kartra
    Create custom field in Kartra

    Automatically creates a new marketing campaign

  • Kartra
    Refund a payment transaction in Kartra

    Automatically processes a payment transaction refund

  • WHMCS
    Create client in WHMCS

    Automatically generates a new client profile

  • WHMCS
    Delete client in WHMCS

    Automatically removes client from the database

  • WHMCS
    Create ticket in WHMCS

    Automatically generates a new ticket

  • WHMCS
    Update ticket in WHMCS

    Automatically searches for DNS records by domain name

  • WHMCS
    Create invoice in WHMCS

    Automatically creates a new project

  • WHMCS
    Create contact in WHMCS

    Automatically generates invoices for sales transactions

  • WHMCS
    Search contact in WHMCS
  • WHMCS
    Update contact in WHMCS

    Automatically updates ticket information

  • WHMCS
    Create project in WHMCS
  • WHMCS
    Get client by id in WHMCS

    Automatically retrieves client information based on their ID

  • WHMCS
    Search ticket in WHMCS

    Triggers the automation whenever a new ticket is created

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Want to automate something else in your workflow?

You Can Also Connect Kartra or WHMCS With 1200+ Other Apps

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Kartra is a powerful, cloud-based software solution that provides one-click shopping cart creation, site design, email automation, marketing tools and much more to turn your idea into a full-fledged ecommerce store.

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WHMCS is a powerful billing & support platform for online businesses. It allows you to create products, manage clients, automate recurring billing and handle complex support cases with ease.

See WHMCS Integrations

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