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Help Scout + Kajabi

Remove tags in Kajabi and create new conversations in Help Scout

Manage your Kajabi user interactions more effectively with this helpful workflow. Whenever a tag is removed in Kajabi, it will promptly initiate a new conversation in Help Scout. This means you can instantly react to changes in user status, providing proactive customer service that keeps your audience engaged and understood. Make your customer engagement processes seamless and efficient with this convenient automation.

Manage your Kajabi user interactions more effectively with this helpful workflow. Whenever a tag is removed in Kajabi, it will promptly initiate a new conversation in Help Scout. This means you can instantly react to changes in user status, providing proactive customer service that keeps your audience engaged and understood. Make your customer engagement processes seamless and efficient with this convenient automation.

  1. When this happens...
    KajabiKajabi
    Tag Removed

    Triggers when a tag is removed from a contact.

    TriggerInstant
  2. automatically do this!
    Help ScoutHelp Scout
    Create Conversation

    Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.

    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
help-scout logo
help-scout logo

About Help Scout

Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.
Learn moreHelp

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  • Customer Support

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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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