Kajabi + LeadConnector
Grant access to Kajabi offers when LeadConnector pipeline stages change
Streamline your lead management process with this workflow. Whenever a lead moves to a new stage in LeadConnector, it instantly grants them access to a specified offer in Kajabi. This not only saves time but ensures your leads always have the most relevant information at their fingertips. Improve productivity and customer experience with this efficient, automated process.
Streamline your lead management process with this workflow. Whenever a lead moves to a new stage in LeadConnector, it instantly grants them access to a specified offer in Kajabi. This not only saves time but ensures your leads always have the most relevant information at their fingertips. Improve productivity and customer experience with this efficient, automated process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Grant Access to an Offer
Grants a new or existing member access to an Offer and its Products.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
SiteRequired
AssessmentRequired
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
SiteRequired
FormRequired
Try It
