Create Google Sheets rows for new leads assigned a tag in Kartra

First, we need to connect Kartra and Google Sheets to Zapier.

• 

  Create Zapier account.

  Create Zapier account if you don't have one.

• 

  Connect Kartra to Zapier.

  Give Zapier access to your Kartra account, using Kartra credentials.

• 

  Connect Google Sheets to Zapier.

  Give Zapier access to your Google Sheets account, using Google Sheets credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

• 

  Set up a Trigger action for Kartra

  Choose the following trigger: Lead Is Assigned Tag (Triggers when a lead is assigned a tag.).

• 

  Then set up an Action for Google Sheets

  Choose this action: Create Spreadsheet Row (Create a new row in a specific spreadsheet.).

Finally, we need to test this automation and publish it.

• 

  Customize data flow

  Configure the data that is exchanged between Kartra and Google Sheets.

• 

  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 Google Sheets rows for new leads assigned a tag in Kartra!