Copilot CRM + Kajabi

Copilot CRM + Kajabi integrations

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 this happens...
Tag AddedTriggers when a tag is added to a contact.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Kajabi and Copilot CRM

Discover other triggers and actions you can use with Kajabi and Copilot CRM

- 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

Close Visit
Triggers when a visit to a customer is closed.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It

New Invoice
Triggers when a new invoice is added.
Trigger
Polling
Try It
New Property
Triggers when a new property is added.
Trigger
Polling
Try It
Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Polling
Try It
- Customer
  Required
- Estimate Number
- Estimate Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- Type
  Required
- To-do Title
  Required
- To-do Type
- Description
- Customer
- Property
Action
Write
- Property
  Required
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search

- 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
Inactive Customer
Triggers when a customer is made inactive.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is added.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is received.
Trigger
Polling
Try It
New To-Do
Triggers when a new to-do is added.
Trigger
Polling
Try It
- Customer Type
- Business Name
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- Customer
  Required
- Invoice Number
- Invoice Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- Customer
  Required
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

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Related categories

Sales & CRM

About Kajabi

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

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Related categories

eCommerce

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