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Follow Up Boss + Kajabi

Create or update Follow Up Boss contacts when new Kajabi assessments are completed

Easily keep your Follow Up Boss contact list up-to-date with this Kajabi to Follow Up Boss automation. When a user completes an assessment in Kajabi, this workflow will create or update their contact information in Follow Up Boss without triggering action plans. Stay organized and ensure your contacts are always accurate across both platforms with this simple yet efficient integration.

Easily keep your Follow Up Boss contact list up-to-date with this Kajabi to Follow Up Boss automation. When a user completes an assessment in Kajabi, this workflow will create or update their contact information in Follow Up Boss without triggering action plans. Stay organized and ensure your contacts are always accurate across both platforms with this simple yet efficient integration.

  1. When this happens...
    KajabiKajabi
    Assessment Completed

    Trigger when someone completes an assessment.

    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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About Kajabi

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

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