This automation scenario allows you to connect Google Sheets and Kartra
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Google Sheets and Kartra can also be integrated using automation tools other than zapier:
When this trigger fires in Google Sheets
Triggers when a new row is added to the bottom of a spreadsheet.
Then this action happens in Kartra
Creates a new lead in your Kartra account.
This guide contains information on how to set up an automatic workflow that allows to Create new leads in Kartra for new rows in a Google Sheet.
Part I
First, we need to connect Google Sheets and Kartra to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Connect Kartra to Zapier.
Give Zapier access to your Kartra account, using Kartra credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Google Sheets
Choose the following trigger: New Spreadsheet Row (Triggers when a new row is added to the bottom of a spreadsheet.).
Then set up an Action for Kartra
Choose this action: Create New Lead (Creates a new lead in your Kartra account.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Sheets and Kartra.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create new leads in Kartra for new rows in a Google Sheet!
Triggers when a new row is added to the bottom of a spreadsheet.
Triggered when a new row is added or modified in a spreadsheet.
Triggers when a new row is added.
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Triggers when a new spreadsheet is created.
Creates a new lead in your Kartra account.
Assign a lead to tags in your Kartra account.
Subscribe a lead to lists in your Kartra account.
Edit an existing lead from your Kartra account.
Subscribe a lead to a sequence at a particular step in your Kartra account.
Assign a lead to tags in your Kartra account. Can be used to create an new leads too.
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.