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Follow Up Boss + Kajabi

Add new Kajabi purchases to Follow Up Boss contacts without triggering action plans

Effortlessly manage your contacts and ensure timely follow-ups with this Kajabi to Follow Up Boss integration. When a new purchase is made in Kajabi, the workflow will create or update a contact in the Follow Up Boss app, without triggering any action plans. This seamless process helps you stay organized and maintain strong customer relationships without any manual work on your part.

Effortlessly manage your contacts and ensure timely follow-ups with this Kajabi to Follow Up Boss integration. When a new purchase is made in Kajabi, the workflow will create or update a contact in the Follow Up Boss app, without triggering any action plans. This seamless process helps you stay organized and maintain strong customer relationships without any manual work on your part.

  1. When this happens...
    KajabiKajabi
    New Purchase

    Triggers when an offer is purchased.

    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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