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.
- When this happens...Tag Added
Triggers when a tag is added to a contact.
- automatically do this!Create Customer
Creates a new customer.
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- 14 day trial for premium features & apps
About Copilot CRM
Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.
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About Kajabi
Kajabi is an all in one platform for selling, marketing, and delivering your online content.
