Integrate Kartra with Google Sheets Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Kartra with Google Sheets using Pabbly Connect. Follow this detailed tutorial to automate your lead management process. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Understanding Kartra and Google Sheets Integration with Pabbly Connect

Pabbly Connect allows you to integrate Kartra with Google Sheets seamlessly. This integration is essential for business owners who want to automate the process of adding new leads from their Kartra lists directly into Google Sheets. By using Pabbly Connect, you ensure that every new lead captured in Kartra is logged in your spreadsheet for easy access and management.

Kartra is a powerful platform for managing marketing efforts, while Google Sheets serves as an effective tool for organizing data. When combined through Pabbly Connect, they create a robust system for lead management. This process eliminates manual data entry and reduces the risk of errors.

2. Creating an Account on Pabbly Connect

To start integrating Kartra with Google Sheets, you need to create an account on Pabbly Connect. Simply visit the Pabbly website and navigate to the products section. Click on Pabbly Connect, where you will find the option to sign up for free. This allows you to access 100 tasks per month without any charge.

• Visit Pabbly Connect website.
• Click on ‘Sign Up for Free’ to create your account.
• Log in to your account after registration.

Once logged in, you can access the dashboard, where you will create a new workflow for the integration. This setup will allow you to connect your Kartra account to Google Sheets efficiently.

3. Setting Up the Kartra to Google Sheets Workflow in Pabbly Connect

After logging into your Pabbly Connect account, click on the plus sign to create a new workflow. Name your workflow something descriptive, such as ‘Kartra to Google Sheets Integration.’ This name will help you identify the workflow later.

Next, you will see a trigger window and an action window. In the trigger window, select Kartra as your application and choose the trigger event as ‘Lead Subscribes to List.’ This event will initiate the workflow whenever a new lead is added to your Kartra list.

• Select Kartra as the trigger application.
• Choose ‘Lead Subscribes to List’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will need to set it up in your Kartra account. This step is crucial as it allows Kartra to communicate with Pabbly Connect.

4. Connecting Kartra to Pabbly Connect via Webhook

To connect your Kartra account to Pabbly Connect, go to your Kartra dashboard and navigate to the integrations section. Here, click on the API option and select the outbound API settings. You will need to paste the webhook URL you copied earlier into the designated field.

Ensure that you activate the outbound API and select the event type ‘Lead Subscribes to List.’ You also need to specify the list name where the leads will be added. This configuration is essential for ensuring that leads captured in Kartra are sent to Pabbly Connect correctly.

Paste the webhook URL into the outbound API settings. Activate the outbound API. Select the event type ‘Lead Subscribes to List.’

Once you save these settings, your Kartra account will be successfully integrated with Pabbly Connect, allowing for seamless lead data transfer.

5. Adding Leads to Google Sheets from Kartra Using Pabbly Connect

With the integration set up, it’s time to add leads to Google Sheets. Go back to your Pabbly Connect workflow and select Google Sheets as the action application. Choose the action event as ‘Add New Row’ to create a new entry in your spreadsheet whenever a new lead subscribes.

Connect your Google Sheets account to Pabbly Connect by choosing your account and granting the necessary permissions. After connecting, select the spreadsheet and sheet where you want the lead details to be added. Map the fields from Kartra to the corresponding columns in Google Sheets.

Select Google Sheets as the action application. Choose ‘Add New Row’ as the action event. Map the necessary fields from Kartra to Google Sheets.

Finally, click on ‘Save and Send Test Request’ to ensure everything is working correctly. Once the test is successful, your integration is complete. Now, every time a new lead subscribes in Kartra, their details will automatically populate in your Google Sheets, thanks to Pabbly Connect.

Conclusion

Integrating Kartra with Google Sheets using Pabbly Connect streamlines the process of managing leads efficiently. This tutorial has guided you through every step, ensuring that new leads are automatically added to your Google Sheets. By automating this process, you save time and reduce errors, allowing you to focus on growing your business.