Kajabi + LeadConnector
Revoke access to Kajabi offers when LeadConnector pipeline stages are updated
When a lead's stage is updated in LeadConnector, ensure that no one takes undue advantage of your special offers in Kajabi. This workflow revokes access to a specific offer in Kajabi when a change is detected in a pipeline stage in LeadConnector. It's a simple but effective solution to keep your offers exclusive to the right prospects and protect your resources from misuse. Enhance your lead management process with this handy automation.
When a lead's stage is updated in LeadConnector, ensure that no one takes undue advantage of your special offers in Kajabi. This workflow revokes access to a specific offer in Kajabi when a change is detected in a pipeline stage in LeadConnector. It's a simple but effective solution to keep your offers exclusive to the right prospects and protect your resources from misuse. Enhance your lead management process with this handy automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Revoke Access to an Offer
Revokes access to an offer from the specified member.
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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
