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BenchmarkONE + Kajabi

Add tags in BenchmarkONE for new form submissions in Kajabi

Boost your engagement levels by tagging new prospects quickly and efficiently. With this workflow, as soon as a new form is submitted in Kajabi, a corresponding tag is instantly added in BenchmarkONE. This swift response system allows you to categorize and follow-up with your potential clients, enhancing communication and fostering business growth.

Boost your engagement levels by tagging new prospects quickly and efficiently. With this workflow, as soon as a new form is submitted in Kajabi, a corresponding tag is instantly added in BenchmarkONE. This swift response system allows you to categorize and follow-up with your potential clients, enhancing communication and fostering business growth.

  1. When this happens...
    KajabiKajabi
    New Form Submission

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    BenchmarkONEBenchmarkONE
    Add Tag

    Adds tag to contact. If contact does not exist, this action creates contact and adds tags.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SiteRequired

    • AssessmentRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • Offer

    Trigger
    Instant
    Try It
    • SiteRequired

    • Tag

    Trigger
    Instant
    Try It
    • SiteRequired

    • OfferRequired

    • Member NameRequired

    • EmailRequired

    • External User IDRequired

    • Send Offer Grant Email?

    Action
    Write
    • SiteRequired

    • FormRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • Offer

    Trigger
    Instant
    Try It
    • Tag

    • SiteRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • FormRequired

    Action
    Write
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About BenchmarkONE

Keep tabs on your contacts, automatically follow up on them, and track your marketing with smart insights in BenchmarkONE's simple CRM.
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Related categories

  • CRM (Customer Relationship Management)

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kajabi logo

About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

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