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Capsule CRM + Kajabi

Transform new Kajabi form submissions into Capsule CRM contacts

Effortlessly manage new Kajabi form entries by adding them as contacts in your Capsule CRM account with this seamless workflow. Keep your Capsule CRM up-to-date and organized, ensuring a smooth contact management process. Save time and maintain accurate customer information by streamlining this easy-to-use automation.

Effortlessly manage new Kajabi form entries by adding them as contacts in your Capsule CRM account with this seamless workflow. Keep your Capsule CRM up-to-date and organized, ensuring a smooth contact management process. Save time and maintain accurate customer information by streamlining this easy-to-use automation.

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

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Contact

    Creates a new Person or Organisation.

    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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capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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kajabi logo
kajabi logo

About Kajabi

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

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