Circle + Kartra Integration

Integrate Circle to Kartra in one click, or tell Integrately AI how you want each member handled. Create leads, assign tags, update customer details, and sync your community data automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Kartra
    Lead fills form in Kartra Instant
  • Kartra
    Customer buys a product in Kartra Instant
  • Kartra
    Tag is assigned to lead in Kartra Instant
  • Kartra
    Tag is unassigned to lead in Kartra Instant
  • Kartra
    Lead is unsubscribed from list in Kartra Instant
  • Kartra
    Lead visits a Kartra page in Kartra Instant
  • Kartra
    Lead is subscribed to list in Kartra Instant
  • Kartra
    Lead is subscribed to sequence in Kartra Instant
  • Kartra
    Membership revoked from a lead in Kartra Instant
  • Kartra
    Lead reaches score for the first time in Kartra Instant
  • Kartra
    Lead is unsubscribed from sequence in Kartra Instant
  • Kartra
    Lead completes a sequence in Kartra Instant
  • Kartra
    Membership granted to a lead in Kartra Instant
  • Kartra
    Lead clicks on page split test link in Kartra Instant
  • Kartra
    Lead completes calendar in Kartra Instant
  • Kartra
    Lead registers to a calendar in Kartra Instant
  • Kartra
    Lead plays the video in Kartra Instant
  • Kartra
    Lead completes video in Kartra Instant
  • Kartra
    Calender subscription is cancelled in Kartra Instant
  • Kartra
    Affiliate signs up for product in Kartra Instant
  • Kartra
    Order is partially refunded in Kartra Instant
  • Kartra
    Order is refunded in Kartra Instant
Arrow Right
2.
  • Circle
    Invite a member in Circle
  • Circle
    Add member to space group in Circle
  • Circle
    Add member to space in Circle
  • Circle
    Remove member from space in Circle
  • Circle
    Remove member from your community in Circle
  • Circle
    Remover member from space group in Circle
  • Circle
    Get member by id in Circle
  • Circle
    Create a post in Circle
  • Circle
    Tag a community member in Circle
  • Circle
    Create event in Circle
  • Circle
    Send direct message in Circle
  • Circle
    Search Member in Circle
  • Circle
    Untag community member in Circle
  • Circle
    Update member in Circle
  • Circle
    RSVP member to event in Circle
  • Circle
    Start group chat in Circle
  • Circle
    Update event in Circle
  • Circle
    Remove member from event in Circle
  • Circle
    Search member has a specific member tag assigned in Circle
  • Circle
    Search member of space group in Circle
  • Circle
    Create comment in Circle
  • Kartra
    Create lead in Kartra
  • Kartra
    Assign tag to lead in Kartra
  • Kartra
    Search lead by email in Kartra
  • Kartra
    Unassign tag to lead in Kartra
  • Kartra
    Remove points from lead in Kartra
  • Kartra
    Give points to lead in Kartra
  • Kartra
    Unsubscribe lead from a list in Kartra
  • Kartra
    Get lead by ID in Kartra
  • Kartra
    Subscribe lead to list in Kartra
  • Kartra
    Update lead in Kartra
  • Kartra
    Subscribe lead to a sequence in Kartra
  • Kartra
    Subscribe lead to calendar in Kartra
  • Kartra
    Cancel subscription to calendar in Kartra
  • Kartra
    Unsubscribe lead from a sequence in Kartra
  • Kartra
    Create custom field in Kartra
  • Kartra
    Refund a payment transaction in Kartra

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Ready Workflows Ready Workflows for Circle + Kartra Integration

Capture community members, create leads, assign tags, update customer records, and trigger follow-up sequences, all in just one click.

Most popular automationsmost-popular-automations
Kartra + Circle Integration

Create Circle contact for new Kartra optin form response

When someone completes your Kartra, a new contact is automatically created in your Circle. This way, you can quickly follow up with the optin form response and turn them into a customer!

Plus, all of the information from the Kartra is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Kartra - Circle integration set up makes it easy to manage your customer relationships and grow your business.
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Kartra + Circle Integration

Create Circle contact from new Kartra order

As an online store owner, you're likely using Kartra to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Kartra with Circle? This integration will allow you to automatically create a contact for each new order in Circle.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Circle + Kartra flow

Extend your community and marketing stack with automated data syncs and team alerts. Pick a combination and activate it in one click.

Circle
Kartra
+
ActiveCampaignActiveCampaign (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
ZoomZoom (4)
+
Google SheetsGoogle Sheets (4)
+
TypeformTypeform (4)
C
K
A
Add every new Circle member as a lead in Kartra, and create a contact in ActiveCampaign
New community members in Circle instantly generate Kartra leads and ActiveCampaign contacts without manual data entry.
K
C
A
When a customer buys a product in Kartra, tag the member in Circle and update the contact in ActiveCampaign
Purchasing a Kartra product automatically updates your Circle community tags and refreshes ActiveCampaign records.
C
K
A
When a member charge is paid in Circle, create a Kartra lead and add a tag in ActiveCampaign
Successful membership charges in Circle trigger lead creation in Kartra and tag updates in ActiveCampaign.
K
C
A
If a lead fills a form in Kartra, invite the member in Circle and subscribe them in ActiveCampaign
Kartra form submissions automatically send community invites via Circle and subscribe contacts in ActiveCampaign.

Supported triggers and actions for Circle and Kartra

Mix and match to build the exact automation you need

Circle
Circle Triggers & Actions
No trigger is available
Invite a member in Circle
Invites a user
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Add member to space group in Circle
Adds a member to a space group
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Add member to space in Circle
Invites a new member to join your workspace or group
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Remove member from space in Circle
Removes a member from a designated workspace or community
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Remove member from your community in Circle
Removes selected member from your community
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Remover member from space group in Circle
Removes a member from a space group
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Get member by id in Circle
Retrieves a member's data based on their id
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Create a post in Circle
Creates a new post
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Tag a community member in Circle
Tags a community member
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Create event in Circle
Adds a new contact to the contact list
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Send direct message in Circle
Sends a private message to a recipient
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Search Member in Circle
Searches for a member with
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Untag community member in Circle
Removes tag from the community member
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Update member in Circle
Updates a member's information
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RSVP member to event in Circle
Rsvps a member to an event
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Start group chat in Circle
Starts a group chat with selected participants
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Update event in Circle
Updates event details with the latest information
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Remove member from event in Circle
Removes a member from a particular event
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Search member has a specific member tag assigned in Circle
Searches for members with a tag assigned
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Search member of space group in Circle
Searches for a member of a space group
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Create comment in Circle
Generates a new comment
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Kartra
Kartra Triggers & Actions
Instant
Lead fills form in Kartra
Triggers the automation when a lead fills out a form
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Instant
Customer buys a product in Kartra
Triggers the automation when a customer completes a purchase of a product
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Instant
Tag is assigned to lead in Kartra
Triggers the automation when a tag is added
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Instant
Tag is unassigned to lead in Kartra
Triggers the automation when a tag is added
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Instant
Lead is unsubscribed from list in Kartra
Triggers the automation when any lead is unsubscribed from the mailing list
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Instant
Lead visits a Kartra page in Kartra
Triggers the automation when a lead visits a Kartra page
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Instant
Lead is subscribed to list in Kartra
Triggers the automation when a lead is subscribed to a list
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Instant
Lead is subscribed to sequence in Kartra
Triggers the automation when a lead is subscribed to a sequence
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Instant
Membership revoked from a lead in Kartra
Triggers the automation when a lead's membership is revoked
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Instant
Lead reaches score for the first time in Kartra
Triggers the automation when a lead reaches a score for the first time
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Instant
Lead is unsubscribed from sequence in Kartra
Triggers the automation when any lead is unsubscribed from a sequence
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Instant
Lead completes a sequence in Kartra
Triggers the automation when a lead finishes a designated sequence of actions
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Instant
Membership granted to a lead in Kartra
Triggers the automation when membership is granted to a lead
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Instant
Lead clicks on page split test link in Kartra
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Instant
Lead completes calendar in Kartra
Triggers the automation when a lead completes a calendar event
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Instant
Lead registers to a calendar in Kartra
Triggers the automation when a lead registers for an event or appointment in a calendar
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Instant
Lead plays the video in Kartra
Triggers the automation when a video is played by a lead
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Instant
Lead completes video in Kartra
Triggers the automation when a lead completes a video
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Instant
Calender subscription is cancelled in Kartra
Triggers the automation when a calendar subscription is cancelled
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Instant
Affiliate signs up for product in Kartra
Triggers the automation when any affiliate signs up for a particular product
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Instant
Order is partially refunded in Kartra
Triggers the automation when a partial refund is issued for an order
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Instant
Order is refunded in Kartra
Triggers the automation when any order is refunded
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Create lead in Kartra
Generates new leads for potential customers
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Assign tag to lead in Kartra
Assigns a tag to a lead based on predefined criteria
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Search lead by email in Kartra
Retrieves information for a particular lead using their email
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Unassign tag to lead in Kartra
Unassigns a tag from a lead
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Remove points from lead in Kartra
Deducts points from a lead
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Give points to lead in Kartra
Assigns points to the designated lead
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Unsubscribe lead from a list in Kartra
Removes a lead from a mailing list
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Get lead by ID in Kartra
Retrieves a lead's information based on their id
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Subscribe lead to list in Kartra
Subscribes a lead to a list
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Update lead in Kartra
Updates the lead information
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Subscribe lead to a sequence in Kartra
Subscribes a lead to a sequence
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Subscribe lead to calendar in Kartra
Subscribes a lead to a calendar
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Cancel subscription to calendar in Kartra
Stop receiving updates from the calendar subscription
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Unsubscribe lead from a sequence in Kartra
Removes lead from email sequence subscription
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Create custom field in Kartra
Creates a new marketing campaign
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Refund a payment transaction in Kartra
Processes a payment transaction refund
Try it →

What can you automate with Circle + Kartra?

Streamline your community management and marketing operations with powerful automated workflows between Circle and Kartra.

What you can automate?
🚀
Sync new members to your sales pipeline
Automatically create a Kartra lead the moment a new member is added in Circle, ensuring your marketing funnel always has the latest data.
📝
Capture every submitted form field
Map custom Kartra form answers and lead details directly into your community member records without manual copy-pasting.
🔔
Alert your team instantly on purchases
Notify team members in real time whenever a customer buys a product in Kartra or a member charge is paid in Circle.
🔀
Route members based on custom tags
Trigger different actions depending on whether a lead has a specific tag assigned in Kartra or a space membership in Circle.
🔄
Keep member profiles updated continuously
Automatically update contact details and membership statuses across both platforms whenever changes occur.
🛡️
Prevent duplicate lead records
Search existing database records before creating new leads or updating community members to maintain a clean workspace.
💳
Handle subscription refunds and cancellations
Automatically revoke community access in Circle when a Kartra order is refunded or a subscription is canceled.
🔌
Extend your workflow to external apps
Connect your Circle and Kartra automation to third-party tools like Google Sheets or Slack to further enhance your processes.
And much more...

Who is Circle + Kartra integration for?

Community owners, marketers, and course creators use this integration to synchronize customer data, automate billing triggers, and streamline member onboarding without manual work.

Community Owners
Community Owners
Course Creators
Course Creators
Marketing Directors
Marketing Directors
Sales Operations Managers
Sales Operations Managers
Customer Success Leads
Customer Success Leads
Business Analysts
Business Analysts
📈
Community Owners
You're managing new signups in Circle manually while tracking sales in Kartra, so your member lists are always out of sync — with this integration, every new member creates a lead instantly and your data stays current.
Course Creators
You need to grant community access immediately after a purchase, but delayed exports leave students waiting hours for their login credentials — automating both apps means buyers get added to spaces the second payment clears.
💼
Marketing Directors
You answer to stakeholders who want real-time conversion and member metrics, but manual data transfers introduce errors and missing leads — this integration means every form submission and payment updates your records accurately.
🔄
Sales Operations Managers
The volume of new customer purchases is too high for your team to keep up with by hand, resulting in missed follow-ups — connecting these apps means every transaction automatically updates lead scores and customer profiles.
🎯
Customer Success Leads
You own the onboarding journey and depend on billing notifications to trigger welcome sequences, but manual handoffs cause delays — automating both apps ensures your welcome emails and space invitations fire immediately.
📋
Business Analysts
You need a reliable history of member engagement and subscription payments, but fragmented software creates constant gaps in your data — with this integration, every transaction and community event is logged reliably.
Our team

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Why choose Integrately to automate Circle + Kartra

Build and manage your Circle + Kartra automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Circle + Kartra with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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3
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Frequently Asked Questions

How do I connect Circle to Kartra?
Frequently Asked Questions
You can connect Circle to Kartra in 1-click using ready templates or ask Integrately AI to build the automation for you. Integrate seamlessly alongside ActiveCampaign, Stripe, Slack, and 1,500+ other apps.
Can I automatically create Kartra leads when a new member joins Circle?
Frequently Asked Questions
Can I connect Circle, Kartra, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Circle and Kartra?
Frequently Asked Questions
How does Circle handle data synchronization with Kartra?
Frequently Asked Questions
Can Kartra purchases trigger updates in Circle?
Frequently Asked Questions
Do I need coding skills to automate Circle and Kartra?
Frequently Asked Questions
Is the Circle and Kartra integration free?
Frequently Asked Questions
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You Can Also Connect Circle or Kartra With 1500+ Other Apps

Circle
Popular Circle Integrations
Connect Circle to communication, community, and support tools to keep your members engaged.
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Kartra
Popular Kartra Integrations
Sync Kartra with email marketing, CRM, and analytics platforms to scale your sales funnel.
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