Integrate Kartra with Salesforce to automate your work
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Kartra with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from Kartra
Setup an action from Salesforce
That’s it! You just connected Kartra to Salesforce
Connect Kartra and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Connect Kartra and Salesforce to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Product FunnelsRequired
- ProductsRequired
- 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
- ProductsRequired
- 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
- ProductsRequired
- Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Product FunnelsRequired
- ProductsRequired
- 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.- Tracking Link CategoryRequired
- VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Tracking Link CategoryRequired
- PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Tracking Link 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
- Assign a TagRequired
- 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 ID
- Subscription StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assign a TagRequired
- 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. - Assign a TagRequired
- Sequence StepRequired
- EmailRequired
- Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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.- 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 ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead ID
- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- CampaignRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Salesforce ObjectRequired
- Description
- IsPrivate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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.- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Tag 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.- Tracking Link CategoryRequired
- 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
- 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.- 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 ID
- Product FunnelsRequired
- ProductsRequired
- 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.- 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.- 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.- 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. - 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.- Tracking Link 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.- 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.- EmailRequired
- Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Transaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Title
- Description
- Salesforce ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- Body
- Salesforce ObjectRequired
- IsPrivate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found