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Holded + Kajabi

Create new Holded contacts for every new Kajabi purchase

Ensure all your new sales from Kajabi are automatically tracked in Holded. With this workflow, every time you make a sale on Kajabi, a contact is created in Holded so you can easily manage all customer information. This automation helps to streamline your sales process and improve customer relationship management.

Ensure all your new sales from Kajabi are automatically tracked in Holded. With this workflow, every time you make a sale on Kajabi, a contact is created in Holded so you can easily manage all customer information. This automation helps to streamline your sales process and improve customer relationship management.

  1. When this happens...
    KajabiKajabi
    New Purchase

    Triggers when an offer is purchased.

    TriggerInstant
  2. automatically do this!
    HoldedHolded
    Create Contact

    Creates a Contact in Holded

    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
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About Holded

The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
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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