Kajabi + Redtail CRM
Create new Redtail CRM contacts from new Kajabi form submissions
Streamline your client management process by linking Kajabi and Redtail CRM. With this set-up, each time a new form submission is made in Kajabi, it instantly generates a new contact in Redtail CRM. This workflow eliminates manual data entry, accelerates your client response time and enhances your customer relations.
Streamline your client management process by linking Kajabi and Redtail CRM. With this set-up, each time a new form submission is made in Kajabi, it instantly generates a new contact in Redtail CRM. This workflow eliminates manual data entry, accelerates your client response time and enhances your customer relations.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Contact
Creates a new contact in your database.
- Free forever for core features
- 14 day trial for premium features & apps
About Kajabi
Kajabi is an all in one platform for selling, marketing, and delivering your online content.
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Online CoursesAbout Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
