BenchmarkONE + Kajabi

Create or update BenchmarkONE contacts for new Kajabi purchases

When a new purchase takes place in your Kajabi account, this workflow ensures your customer details are swiftly captured or updated in BenchmarkONE. Streamline your sales process with this workflow which makes it seamless to manage your customer data, enabling you to focus on fostering customer relationships and driving growth. Efficiently maintain an up-to-date customer database, and never miss out on crucial information with each new purchase made.

When a new purchase takes place in your Kajabi account, this workflow ensures your customer details are swiftly captured or updated in BenchmarkONE. Streamline your sales process with this workflow which makes it seamless to manage your customer data, enabling you to focus on fostering customer relationships and driving growth. Efficiently maintain an up-to-date customer database, and never miss out on crucial information with each new purchase made.

  1. When this happens...
    KajabiKajabi
    New Purchase

    Triggers when an offer is purchased.

    TriggerInstant
  2. automatically do this!
    BenchmarkONEBenchmarkONE
    Create/Update Contact

    Creates a new contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

    • SiteRequired

    • FormRequired

    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
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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.
Learn more

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.

Related categories

  • eCommerce

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