Referral Rock + Kartra Integration

Integrate Kartra to Referral Rock in one click, or tell Integrately AI how you want each lead handled. Track customer purchases, create members, update rewards, and sync your referral data automatically.

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1.
  • Referral Rock
    Member is created in Referral Rock Instant
  • Referral Rock
    Member is updated in Referral Rock Instant
  • Referral Rock
    Referral is created in Referral Rock Instant
  • Referral Rock
    Referral is updated in Referral Rock Instant
  • Referral Rock
    Reward is created in Referral Rock Instant
  • Referral Rock
    Reward is updated in Referral Rock Instant
  • 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.
  • Referral Rock
    Add member in Referral Rock
  • Referral Rock
    Search member in Referral Rock
  • Referral Rock
    Add referral in Referral Rock
  • Referral Rock
    Add potential invite in Referral Rock
  • Referral Rock
    Update referral in Referral Rock
  • Referral Rock
    Search referral in Referral Rock
  • Referral Rock
    Search program in Referral Rock
  • Referral Rock
    Unsubscribe email in Referral Rock
  • 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 Kartra + Referral Rock Integration

Capture leads, create members, track referrals, update rewards, and manage your programs, all in just one click.

Most popular automationsmost-popular-automations
Referral Rock + Kartra Integration

Create Kartra lead for new Referral Rock contact

If you're using Referral Rock to manage your sales leads, it's important to also use Kartra to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Referral Rock, a corresponding lead will automatically be created in Kartra.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Kartra + Referral Rock Integration

Create Referral Rock contact for new Kartra optin form response

When someone completes your Kartra, a new contact is automatically created in your Referral Rock. 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 - Referral Rock integration set up makes it easy to manage your customer relationships and grow your business.
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Kartra + Referral Rock Integration

Create Referral Rock 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 Referral Rock? This integration will allow you to automatically create a contact for each new order in Referral Rock.

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

Connect more apps to your Kartra + Referral Rock flow

Sync customer data with your billing, ecommerce, marketing, and team communication tools once your core automation runs. Pick a combination and activate it in one click.

Referral Rock
Kartra
+
StripeStripe (4)
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
K
R
S
Add every Kartra customer purchase to Referral Rock as a member, and create a customer in Stripe.
Kartra purchases create Referral Rock members and Stripe customers instantly, eliminating manual data entry.
R
K
S
When a member is created in Referral Rock, update the Kartra lead and create an invoice in Stripe.
New Referral Rock members update your Kartra records and generate Stripe invoices automatically.
K
R
S
Use ChatGPT to summarise Kartra purchase details, create a Referral Rock member, and create a charge in Stripe.
ChatGPT analyses Kartra purchases to generate insights while creating Referral Rock members and Stripe charges.
R
K
S
When a Referral Rock reward is updated, update the Kartra lead and create a refund in Stripe.
Reward updates in Referral Rock trigger Kartra lead updates and Stripe refunds automatically.

Supported triggers and actions for Referral Rock and Kartra

Mix and match to build the exact automation you need

Referral Rock
Referral Rock Triggers & Actions
Instant
Member is created in Referral Rock
Triggers the automation when a new member is added
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Instant
Member is updated in Referral Rock
Triggers the automation when a member's profile is updated
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Instant
Referral is created in Referral Rock
Triggers the automation when a referral is created
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Instant
Referral is updated in Referral Rock
Triggers the automation when a referral is updated
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Instant
Reward is created in Referral Rock
Triggers the automation when a reward is created
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Instant
Reward is updated in Referral Rock
Triggers the automation when a reward is updated
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Add member in Referral Rock
Adds a new member to the particular group or team
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Search member in Referral Rock
Searches for a member with
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Add referral in Referral Rock
Creates and track referrals with
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Add potential invite in Referral Rock
Sends invitations to potential contacts for upcoming events
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Update referral in Referral Rock
Updates referral information
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Search referral in Referral Rock
Searches for a referral
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Search program in Referral Rock
Searches for a program
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Unsubscribe email in Referral Rock
Removes email address from mailing list
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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
Try it →
Instant
Order is partially refunded in Kartra
Triggers the automation when a partial refund is issued for an order
Try it →
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
Try it →
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 Kartra + Referral Rock?

Streamline customer signups, member creation, reward tracking, and data synchronisation between Kartra and Referral Rock.

What you can automate?
🔄
Sync Kartra leads to Referral Rock members automatically
Convert every form fill or customer purchase in Kartra into a registered member in Referral Rock without lifting a finger. Eliminate manual data entry and ensure every participant is tracked from day one.
📝
Capture every submitted field in your workflows
Map detailed form responses and customer attributes from Kartra directly into Referral Rock profiles. Maintain comprehensive records for every participant in your program.
🔔
Alert your team the moment a referral happens
Send instant notifications to your team channels or email inboxes whenever a new referral or reward is created in Referral Rock. Keep stakeholders informed of program milestones in real time.
🔀
Route actions based on submitted form data
Trigger different follow-up sequences or member tiers in Referral Rock depending on the specific product purchased or form filled in Kartra. Personalize participant journeys automatically.
📊
Keep destination records up to date as details change
Automatically update existing Referral Rock member profiles whenever lead information changes in Kartra. Prevent duplicate entries and maintain clean database hygiene.
🔍
Search and update instead of creating duplicates
Check whether a member already exists in Referral Rock before creating a new record from a Kartra purchase. Keep your database organised and free from redundant profiles.
Handle reward updates and status changes seamlessly
Trigger automated updates across your systems whenever reward statuses or referral milestones change in Referral Rock. Ensure payouts and adjustments are recorded accurately.
🔗
Extend your workflow to external apps like Google Sheets
Connect your core Kartra and Referral Rock data to Google Sheets, Slack, or Stripe for advanced reporting and team collaboration. Build robust multi-step pipelines with ease.
And much more...

Who is Kartra + Referral Rock integration for?

Connecting Kartra and Referral Rock empowers marketers, program managers, and business owners to automate member creation and streamline tracking without manual data entry.

Performance marketers
Performance marketers
Program managers
Program managers
Agency account managers
Agency account managers
Ecommerce operations leads
Ecommerce operations leads
Sales development reps
Sales development reps
Operations directors
Operations directors
📈
Performance marketers
You're running campaigns across multiple channels but your referral metrics only update when someone manually exports lead data, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in Referral Rock instantly and your tracking data stays current.
Program managers
You need to act fast when new participants join your referral network, but manual registration causes delays that frustrate partners — with this integration, every Kartra signup creates a Referral Rock member immediately so your onboarding workflows trigger without hesitation.
🤝
Agency account managers
You answer to clients who want immediate proof of referral program growth, but compiling manual progress reports takes hours every week — automations between these apps mean your client dashboards reflect every new member and reward the moment they happen.
🏢
Ecommerce operations leads
The volume of customer purchases and form submissions is too high for anyone to keep up by hand, leading to missed member accounts and unrewarded advocates — this integration means every transaction is processed instantly and your member database stays accurate.
🎯
Sales development reps
You own the outreach stage and depend on someone upstream to hand over qualified contacts, but data silos leave you waiting on lead lists — with this integration, every Kartra form submission flows straight into your referral and CRM pipelines without manual bottlenecks.
📋
Operations directors
You need a reliable audit history across customer purchases and referral rewards, but manual record-keeping keeps leaving gaps in your reports — automating both apps means every lead, member, and reward is logged reliably with zero missing entries.
Our team

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Why choose Integrately to automate Referral Rock + Kartra

Build and manage your Referral Rock + 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 Referral Rock + 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.
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How Integrately Works?

1
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2
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Frequently Asked Questions

How do I connect Kartra to Referral Rock?
Frequently Asked Questions
You can connect Kartra to Referral Rock in just 1 click using ready-made templates on Integrately, or ask Integrately AI to build the automation for you. It syncs customer data across your stack with over 1,500 integrations available.
Can I automatically create Referral Rock members when a customer buys a product in Kartra?
Frequently Asked Questions
Can I connect Kartra, Referral Rock, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Kartra and Referral Rock?
Frequently Asked Questions
How does Kartra handle lead form submissions in this integration?
Frequently Asked Questions
Can Referral Rock reward updates trigger actions in Kartra?
Frequently Asked Questions
Do I need coding skills to automate Kartra and Referral Rock?
Frequently Asked Questions
Is the Kartra and Referral Rock integration free?
Frequently Asked Questions
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You Can Also Connect Kartra or Referral Rock With 1500+ Other Apps

Kartra
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Referral Rock
Popular Referral Rock Integrations
Sync Referral Rock with CRM, billing, and communication tools to measure returns and manage partner programs seamlessly.