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Follow Up Boss + Kajabi

Create new Follow Up Boss inquiries or website events from Kajabi form submissions

Effortlessly manage your Kajabi form submissions by connecting it to Follow Up Boss. With this workflow, every time a new form is submitted in Kajabi, a corresponding inquiry or website event will be created in Follow Up Boss, streamlining your lead management process. Stay organized and improve your response times by automating your inquiries and events in Follow Up Boss.

Effortlessly manage your Kajabi form submissions by connecting it to Follow Up Boss. With this workflow, every time a new form is submitted in Kajabi, a corresponding inquiry or website event will be created in Follow Up Boss, streamlining your lead management process. Stay organized and improve your response times by automating your inquiries and events in Follow Up Boss.

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

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    New Inquiry or Website Event

    Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.

    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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