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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.

When this happens...
New Form SubmissionTriggers when a form is submitted.
TriggerInstant
automatically do this!
Add TagAdds tag to contact. If contact does not exist, this action creates contact and adds tags.
ActionWrite

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More things you can do with Kajabi and BenchmarkONE

Discover other triggers and actions you can use with Kajabi and BenchmarkONE

- Site
  Required
- Assessment
  Required
Trigger
Instant
Try It
- Site
  Required
Trigger
Instant
Try It
- Site
  Required
- Offer
Trigger
Instant
Try It
- Tag
- Site
  Required
Trigger
Instant
Try It
- Site
  Required
- Form
  Required
Action
Write

- Webhook Name
  Required
Trigger
Instant
Try It
- Note Subject
  Required
- Note Body
  Required
- Contact's Email Address
  Required
- Email Type
  Required
- Contact Status
  Required
- First Name
- Last Name
- Created At
- CopyToCompany
- Update Last Contacted Date?
Action
Write

- Site
  Required
- Form
  Required
Trigger
Instant
Try It
- Site
  Required
- Offer
Trigger
Instant
Try It
- Site
  Required
- Tag
Trigger
Instant
Try It
- Site
  Required
- Offer
  Required
- Member Name
  Required
- Email
  Required
- External User ID
  Required
- Send Offer Grant Email?
Action
Write
- Site ID
  Required
- Offer ID
  Required
- External User ID
  Required
Action
Write
- Tag
  Required
- Email Address
  Required
- Email Type
  Required
- Contact Status
  Required
- First Name
- Last Name
Action
Write
- Update Existing Contact
  Required
- Email Address
  Required
- Email Type
  Required
- Contact Status
  Required
- First Name
- Last Name
- Title
- Company
- Temperature
- Phone Number
- Phone Number Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
- Address Type
- Social Media URL
- Social Media Type
- Instant Message Username
- Instant Message Type
- Website URL
- Source
- Tag to Add
Action
Write

About BenchmarkONE

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

HubSpot

Marketing Automation

Agile CRM

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Kajabi

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

HelpHelp

Related categories

eCommerce

Similar apps

WooCommerce

eCommerce, WordPress

Gumroad

eCommerce

Simplero

Online Courses

Related Zap Templates

Create or update BenchmarkONE contacts for new Kajabi purchases

Related Zap Templates

Create or update BenchmarkONE contacts for new Kajabi purchases