Kajabi + PocketSuite
Update existing PocketSuite clients from new Kajabi form submissions
Keeping client information up to date across tools is a hassle when you’re doing it by hand. This Zap updates an existing client in PocketSuite whenever someone submits a Kajabi form with new or changed details. Your records stay accurate automatically, helping you avoid mistakes and save time on repetitive admin work.
Keeping client information up to date across tools is a hassle when you’re doing it by hand. This Zap updates an existing client in PocketSuite whenever someone submits a Kajabi form with new or changed details. Your records stay accurate automatically, helping you avoid mistakes and save time on repetitive admin work.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Update Client
Updates an existing client in PocketSuite. Provide either email or phone to identify the client. Only provided fields will be updated.
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