6 ways to automate Kit with Zapier

No matter how much the online environment changes (and it's always changing), one thing stays constant: email is king. If you want to find and retain customers, you need a killer email marketing strategy. Kit (formerly ConvertKit) is a popular creator marketing tool that helps brands automate email campaigns, personalize messages, and segment subscribers for an effective and targeted email strategy.

But manually fine-tuning your email list is a beast of its own—especially as your business scales. Automation helps simplify your lead generation and organization process so your email campaigns have maximum impact, no matter how many leads you capture per day.

With just a few Zaps (our word for automated workflows), you can connect Kit to the other apps you use every day. Here are some of the most popular ways to help you get started.

Table of contents

• Update Kit based on meetings and events

• Add leads to Kit

• Connect Kit to your eCommerce tool

• Connect Kit to your spreadsheet or database app

• Send custom emails

• Connect Kit to almost any app

Update Kit based on meetings and events

Once a lead has booked a meeting with you, you'll need to update their information in your email list to reflect their new place in the sales funnel. But there's an easier way to keep your notes up to date than relying on manual data entry.

With these Zaps, whenever someone schedules a new appointment with you using Calendly or Acuity Scheduling, a tag will be added automatically to their Kit subscriber profile. That way, you can keep tabs on the leads you've personally spoken to—without needing to make notes yourself.

Add leads to Kit

Whenever a new lead expresses interest, it's important to act fast while you're still on their mind. But if your follow-up process relies on manually copying and pasting new form submissions into your email marketing software, you can bet a few leads will fall through the cracks.

These Zaps help you optimize your subscriber list growth by adding each new form respondent to your Kit database. Choose whether to add new subscribers to Kit forms or add a specific tag to that subscriber.

You may also find leads on social media, where it's even more important to follow up quickly—since distractions appear constantly. These Zaps pull names and emails from Facebook Lead Ads into your Kit subscriber list. From there, you can follow up on interest right away, capitalizing on new customer opportunities.

Connect Kit to your eCommerce tool

If you sell products or memberships, it can be helpful to integrate your eCommerce tools with your communication software to maintain customer relationships. When a lead turns into a customer, you'll probably want to add them to a specific audience segment to encourage repeat purchases. 

But follow-up outreach is so much easier—and faster—when you don't rely on copying and pasting between platforms. Instead of risking human error in data entry or bogging down your team with routine data management tasks, automate that process so you can actually focus on nurturing leads.

These Zaps add tags to your Kit subscribers whenever they purchase a product in Kajabi or ThriveCart. Or, if you have a member community in Mighty Networks or Teachable, you can use one of these Zaps to add or update contact profiles in Kit to reflect important member activity. Your email list will stay organized no matter how many sales or enrollments come through. 

Connect Kit to your spreadsheet  

If you use a spreadsheet or database to store and organize customer information, you know how essential it is to keep it up to date. But there's nothing quite as soul-killing as having to do dual data entry in two separate apps.

If you have all your customer data saved in Google Sheets, automation lets you send that information to Kit automatically—which both reduces typos and makes it easier to add new customers at scale. These Zaps automatically add tags to subscribers or add subscribers to forms anytime a new spreadsheet row is added or updated in Google Sheets. That way, when you enter a new contact into your database, you can be confident that information is forwarded to your marketing tool for proper segmentation and targeted outreach.

Conversely, you can also update your spreadsheet whenever a new subscriber or tag is added in Kit. These Zaps take care of the mundane data entry so you can focus on engaging with your subscribers.

Send custom email follow-ups

Touching base with new leads right away adds professionalism while also keeping you in your customers' minds a little longer. Automation lets you send email confirmations or first follow-ups immediately after a lead submits a form. Or, you might want to send yourself and your team emails to stay on top of important activity in your email list. These Zaps let you do either (or both).

Pro tip: To avoid spamming your email inbox with notifications, use a filter step to limit emails to events you consider time-sensitive (like new subscribers with a "high-value" or "enterprise inquiry" tag). Or, add a digest step to send once-daily emails with a list of all new leads received that day.

Connect Kit to almost any app 

Webhooks are a great way to build custom workflows connecting Kit to apps that don't (yet) have a Zapier integration. A webhook is a simple way to send automated messages or data from one app to another based on a trigger event.

For example, maybe you want to import new leads to Kit automatically from your obscure form builder. Or, maybe you'd like to send a copy of new subscriber information to your bespoke database platform. These templates can help you get started.

Nurture your audience better by automating Kit 

Email marketing is an essential element of any business—but manually updating your CRM is unsustainable as your brand grows. 

Let automation streamline your lead management process by pulling in subscriber information from forms, events, purchases, and social media ad campaigns. You can also use Zapier to send custom emails or organize your back-end records by keeping a spreadsheet backup of your Kit subscriber list.

By automating tedious data entry, you save yourself time for the kinds of work that can't be done by a robot—like generating creative email campaigns and building relationships with your customers.

This is just the start of what you can do with Kit and Zapier. What will you automate first? 

This article was originally published in August 2023. It was most recently updated In January 2025.