Copilot CRM + Kajabi

Create new Copilot CRM customers from added tags in Kajabi

When a new tag is added in Kajabi, streamline your workflow to instantly create a new customer in Copilot CRM. This automation removes the manual task of updating your CRM system every time a change occurs in Kajabi. Keep your contacts well-organized and up-to-date, ensuring no potential customers fall through the cracks.

When a new tag is added in Kajabi, streamline your workflow to instantly create a new customer in Copilot CRM. This automation removes the manual task of updating your CRM system every time a change occurs in Kajabi. Keep your contacts well-organized and up-to-date, ensuring no potential customers fall through the cracks.

  1. When this happens...
    KajabiKajabi
    Tag Added

    Triggers when a tag is added to a contact.

    TriggerInstant
  2. automatically do this!
    Copilot CRMCopilot CRM
    Create Customer

    Creates a new customer.

    ActionWrite
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Supported triggers and actions