Using Newsletter Tool and Zapier you can create a lead on Kartra.
Video Tutorial
Screenshots below:
Request to activate Zapier
You can send the following message:
Hello Team,
We want to connect Zapier with BodygraphChart and Kartra. The purpose is to get leads from the Bodygraph Chart Submission Form to Kartra. Please see the link below from BodygraphChart Help Centre that shows how the integration work. (Video Included).
https://help.bodygraphchart.com/help/how-to-create-new-lead-on-kartra/
Once the Zapier activated, please follow the following steps:
Create Kartra Form using Newsletter Tool
Open Newsletter Tool:
Create Kartra Form using Zapier:
- Select “Zapier”
- Enter “Kartra” name
- “Save”
Setup Embed Tool
Enable Newsletter and Select (Kartra) Zapier
Enable Zapier
Save Changes (This is very important) and click Setup Zapier
Create Zap
Please see the video below for more details.
When you will connect the Bodygraph Chart you will need to login using your own API Key.
Your API is here: https://bodygraphchart.com/account/
Bodygraph Chart connection (See video below for more details)
Kartra Connection
Please select “Create New Lead”
You need to enter the Bodygraph Chart API outputs inside the Kartra fields:
Create Custom Fields if need it
We recommend to create a custom fields inside Kartra (https://app.kartra.com/forms/custom-fields) like follow:
- Custom link to clients bodygraph chart
- Energy type
- Profile
You need to enter the Bodygraph Chart API outputs inside the Kartra fields:
Troubleshooting
Sometimes Zapier Webhook is changing during the setup.
Make sure that Zapier Webhook URL is the same
Like inside Embed Tool, if not please copy from Zapier Webhook and paste inside Embed Tool and Save Changes.
