Insightly + Kajabi

Insightly + Kajabi integrations

Update Kajabi offers when Insightly records are modified

Keep your Kajabi offers aligned with your Insightly records with this efficient automation. When a particular field in your Insightly record is updated, this workflow will promptly grant access to a corresponding offer in Kajabi. It's an effortless way to ensure your offers are always up-to-date with recent changes in your records, increasing efficiency and preserving consistency.

When this happens...
Updated Field on RecordTriggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
TriggerInstant
automatically do this!
Grant Access to an OfferGrants a new or existing member access to an Offer and its Products.
ActionWrite

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More things you can do with Insightly and Kajabi

Discover other triggers and actions you can use with Insightly and Kajabi

- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search
- Site
  Required
- Form
  Required
Trigger
Instant
Try It

- Site
  Required
- Offer
Trigger
Instant
Try It
- Site
  Required
- Tag
Trigger
Instant
Try It

- Site
  Required
- Offer
  Required
- Member Name
  Required
- Email
  Required
- External User ID
  Required
- Send Offer Grant Email?
Action
Write
- Site ID
  Required
- Offer ID
  Required
- External User ID
  Required
Action
Write

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Site
  Required
- Assessment
  Required
Trigger
Instant
Try It
- Site
  Required
Trigger
Instant
Try It
- Site
  Required
- Offer
Trigger
Instant
Try It
- Tag
- Site
  Required
Trigger
Instant
Try It
- Site
  Required
- Form
  Required
Action
Write

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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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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