Kartra + Membership.io
Update and manage leads in Kartra each time new hubs are onboarded in Membership.io
Enhance your customer relationship management by linking your Membership.io app to your Kartra app. Once you've finished onboarding a user in Membership.io, this workflow will then swiftly edit the corresponding lead in Kartra. This seamless integration not only reduces manual data entry, but it also ensures timely updates and accurate information for each of your valued leads. Stand out in your market by streamlining your CRM processes.
Enhance your customer relationship management by linking your Membership.io app to your Kartra app. Once you've finished onboarding a user in Membership.io, this workflow will then swiftly edit the corresponding lead in Kartra. This seamless integration not only reduces manual data entry, but it also ensures timely updates and accurate information for each of your valued leads. Stand out in your market by streamlining your CRM processes.
- When this happens...
Hub Onboarding CompletedTriggers when hub onboarding is completed.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Edit LeadEdit an existing lead from your Kartra account.
ActionWriteCreate a new record or update an existing record in your app.
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New Audience
Triggers when a new audience is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Audience Tag
Triggers when a new audience tag is created in the account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Hub
Triggers when a new Hub is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAudienceRequired
AchievementsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PlaylistRequired
FoldersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PlaylistRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
AchievementsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PlaylistRequired
FilesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
HubsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MembershipsRequired
Membership LevelsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag CategoriesRequired
TagsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Video CategoriesRequired
VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Page CategoryRequired
PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag CategoryRequired
Assign a TagRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Calendar ClassRequired
Starting Date
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field IdentifierRequired
Custom Field TypeRequired
Custom Field Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
EmailRequired
New Email
First Name
Middle Name
Last Name
Second Last Name
Phone
Phone Country Code
IP Address
Address
Zip
City
State
Country
Company
Lead Picture URL
Website
Facebook Account
Twitter Account
Linkedin Account
Google Plus Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Subscription StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Transaction IDRequired
Amount
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Retrieve All the Lists in Your Account
Get all the lists in your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Sequences in Your Account
Get all the sequences from your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Custom Fields in Your Account
Get all the custom fields from your account in Kartra.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscribe Lead to SequenceRequired
Sequence StepRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unsubscribe Lead From ListRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
HubRequired
AudienceRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Playlist
Triggers when a new playlist is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Widget or Plugin
Triggers when a new widget or plugin is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planName
EmailRequired
Phone
Add Access To Hub(s)
Email Hub Login?
Tags
Remove Existing Tags?
Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
URLRequired
Title
Description
Auto Processs?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilesRequired
PlaylistRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
HubsRequired
Email Hub Login?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PlaylistRequired
FoldersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PlaylistRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Name
Phone
Add Access To Hub(s)
Email Hub Login?
Tags
Remove Existing Tags?
Attributes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTag CategoriesRequired
TagsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MembershipsRequired
Membership LevelsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Page Split Test LinkRequired
VersionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tracking Link CategoryRequired
Tracking LinksRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Video CategoriesRequired
VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Kartra Page WebsiteRequired
PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarRequired
Calendar ClassRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription ID
Transaction ID
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First Name
Middle Name
Last Name
Second Last Name
Phone
Phone Country Code
IP Address
Address
Zip
City
State
Country
Company
Lead Picture URL
Website
Facebook Account
Twitter Account
Linkedin Account
Google Plus Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Product FunnelsRequired
ProductRequired
Product Price PointRequired
Next Payment Date
Amount
Recurrence
Quantity
Installments Left
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Points to a LeadRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Points From a LeadRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Pages in Your Account
Get all the pages in your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscribe Lead to ListRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag CategoryRequired
Unassign a TagRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unsubscribe Lead From SequenceRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Kartra
Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.
Related categories
About Membership.io
Membership.io is a platform that helps creators build and scale your membership site.
Related categories
Related Zap Templates
- Add or update audiences in Membership.io when new products are purchased in Kartra
- Remove hub access in Membership.io when customer subscriptions are cancelled in Kartra
- Update and manage Membership.io audiences whenever a new lead is assigned a tag in Kartra
- Remove access to Membership.io hubs when new tags are assigned to Kartra leads
- Assign tags to new Kartra leads and add audience tags in Membership.io