Send outbound emails for new leads assigned tags in Kartra

First, we need to connect Kartra and Email to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Kartra to Zapier.

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

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  Connect Email to Zapier.

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

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

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  Set up a Trigger action for Kartra

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

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  Then set up an Action for Email

  Choose this action: Send Outbound Email (Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.).

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

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  Customize data flow

  Configure the data that is exchanged between Kartra and Email.

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  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 Send outbound emails for new leads assigned tags in Kartra!