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Follow Up Boss + Kajabi

Add or update Follow Up Boss contacts when new tags are added in Kajabi

Effortlessly manage your contacts in Follow Up Boss whenever a tag is added in Kajabi with this seamless workflow. When you add a tag in Kajabi to a user, it will create or update their contact information in Follow Up Boss without triggering any action plans. Stay organized and in control of your customer data by simplifying the transfer of information between these two platforms.

Effortlessly manage your contacts in Follow Up Boss whenever a tag is added in Kajabi with this seamless workflow. When you add a tag in Kajabi to a user, it will create or update their contact information in Follow Up Boss without triggering any action plans. Stay organized and in control of your customer data by simplifying the transfer of information between these two platforms.

  1. When this happens...
    KajabiKajabi
    Tag Added

    Triggers when a tag is added to a contact.

    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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