Kajabi + PandaDoc
Create or update PandaDoc contacts from new Kajabi purchases
Easily manage your contacts in PandaDoc with this Kajabi and PandaDoc integration. When a new purchase is made on Kajabi, this workflow will create or update the contact in PandaDoc, ensuring that your contact list stays up to date with relevant customer information. Save time and improve organization by automating this crucial step in your sales process.
Easily manage your contacts in PandaDoc with this Kajabi and PandaDoc integration. When a new purchase is made on Kajabi, this workflow will create or update the contact in PandaDoc, ensuring that your contact list stays up to date with relevant customer information. Save time and improve organization by automating this crucial step in your sales process.
- When this happens...New Purchase
Triggers when an offer is purchased.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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