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CustomerX + Kajabi + Pipedrive Integrations

How to connect CustomerX + Kajabi + Pipedrive

Zapier lets you send info between CustomerX and Kajabi and Pipedrive automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
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Do even more with CustomerX + Kajabi + Pipedrive

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with CustomerX, Kajabi, and Pipedrive. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • External Id ContractRequired

    • Reason of CancellationRequired

    Action
    Write
    • External Id ClientRequired

    • DescriptionRequired

    • Start DateRequired

    • Final Date

    • Contract ValueRequired

    • Date SaleRequired

    • Contract Plan ID

    • External Id Contract Plan

    • Renew In Days

    • Seller

    • Setup Value

    Action
    Write
    • External Id

    • External Id ClientRequired

    • IdentifierRequired

    • DescriptionRequired

    • Date issueRequired

    • Date dueRequired

    • ValueRequired

    • StatusRequired

    • Date payment

    • Discont Paid

    • Amount paid

    Action
    Write
    • External IdRequired

    • External ID TicketRequired

    • TitleRequired

    • DescriptionRequired

    • Type ActivityRequired

    • Date RegistrationRequired

    • StatusRequired

    Action
    Write
    • External Id Client

    • Company NameRequired

    • Date RegisterRequired

    • E-mail

    • Trading Name

    • CNPJ/CPF

    • City

    • State

    • CEP

    • Country

    • Street

    • District

    • Number

    • Segment

    • Service

    • Group

    • Tag Names

    Action
    Write
    • Id External of ContractRequired

    • Description of AdditiveRequired

    • Date Initial of AdditiveRequired

    • Date Sale of AdditiveRequired

    • Value of AdditiveRequired

    • Type AdditiveRequired

    • Date final of Additive

    • Note of Additive

    • Id External of Additive

    • Number of Users of Additve

    • Value per Users of Additve

    • Contract Plan Id

    • Renew in Days

    Action
    Write
    • NoteRequired

    • Date ResponseRequired

    • Date SendRequired

    • Email UserRequired

    • Observation

    Action
    Write
    • NameRequired

    • EmailRequired

    • Type of ContactRequired

    • Id External of Client

    • CNPJ/CPF

    • Birthday

    Action
    Write

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How CustomerX + Kajabi + Pipedrive Integrations Work

  1. Step 1: Authenticate CustomerX, Kajabi, and Pipedrive.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
customerx-tracking logo
customerx-tracking logo

About CustomerX

CustomerX is a customer success platform that helps you manage engagement and relationships with your customers
Help

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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