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Frequently Asked Questions about Kajabi + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Kajabi and HubSpot
What are the initial steps for integrating HubSpot with Kajabi?
To integrate HubSpot with Kajabi, you will first need to set up and log into both your HubSpot and Kajabi accounts. Once logged in, navigate to the integrations section in Kajabi and locate HubSpot. Follow the prompts to authorize the connection, which typically involves generating an API key from HubSpot and entering it in Kajabi.
How can I automatically create a contact in HubSpot when a form is submitted in Kajabi?
You can set up a workflow where, when a form is submitted in Kajabi, a new contact is automatically created in HubSpot. This involves setting up a trigger on form submission within Kajabi and defining an action to 'Create Contact' in HubSpot using our automation tools.
Is it possible to add new subscribers from Kajabi to a specific email list in HubSpot?
Yes, it is possible. By using automation rules, you can set a trigger when someone subscribes via Kajabi and then select an action to add them to a specific list within your HubSpot account.
Can we sync product purchases between Kajabi and HubSpot?
To sync product purchases, you can create an automated process where each purchase made through Kajabi triggers an action that updates or creates a corresponding deal or note within the customer's profile on HubSpot.
How do I track course progress from Kajabi users in my HubSpot dashboard?
Currently, tracking detailed course progress directly may require creating custom properties or using third-party integration tools. However, general engagement metrics like course completions or sign-ups can be tracked by setting triggers for those activities in Kajabi and logging them as custom events or notes in HubSpot.
What troubleshooting steps should I take if data isn't syncing correctly between HubSpot and Kajabi?
If data isn't syncing correctly, first ensure that all necessary triggers and actions are properly set up. Check API keys for expiration or incorrect entries. If issues persist, consult our support documentation or reach out to support for assistance.
How do we handle duplicate contacts when integrating with both platforms?
To handle duplicate contacts effectively when integrating between the two platforms, use deduplication features available within HubSpot during import processes. Ensure matching criteria are accurately defined so any duplicates are merged based on consistent identifiers such as email addresses.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.