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Follow Up Boss + Kajabi

Create or update Follow Up Boss contacts from new Kajabi form submissions without triggering action plans

Effortlessly manage your Kajabi form submissions by updating or creating contacts in Follow Up Boss with this seamless workflow. Once set up, this automation will activate when a new form submission occurs in Kajabi, ensuring that your Follow Up Boss contact list stays up-to-date. Stay organized and maintain accurate records while saving time for more important tasks.

Effortlessly manage your Kajabi form submissions by updating or creating contacts in Follow Up Boss with this seamless workflow. Once set up, this automation will activate when a new form submission occurs in Kajabi, ensuring that your Follow Up Boss contact list stays up-to-date. Stay organized and maintain accurate records while saving time for more important tasks.

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

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create or Update Contact Without Triggering Action Plans

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    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
    • SiteRequired

    • FormRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • Offer

    Trigger
    Instant
    Try It
    • Tag

    • SiteRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • FormRequired

    Action
    Write
follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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kajabi logo

About Kajabi

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

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