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EngageBay Marketing + Kajabi

Create or update contacts in EngageBay Marketing for each new form submission in Kajabi

With this workflow, you can streamline your contact management processes seamlessly. When a new form submission is recorded in Kajabi, a contact is instantly created or updated in EngageBay Marketing. This ensures that your marketing database is always updated and prevents any lost potential leads or valuable customer information. Perfect for those who value efficient and up-to-date customer relationship management.

With this workflow, you can streamline your contact management processes seamlessly. When a new form submission is recorded in Kajabi, a contact is instantly created or updated in EngageBay Marketing. This ensures that your marketing database is always updated and prevents any lost potential leads or valuable customer information. Perfect for those who value efficient and up-to-date customer relationship management.

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

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    EngageBay MarketingEngageBay Marketing
    Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

    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
engagebay-marketing logo
engagebay-marketing logo

About EngageBay Marketing

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.
Learn moreHelp

Related categories

  • Marketing Automation

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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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