Kajabi + Sage Intacct
Create new Sage Intacct contacts from completed Kajabi assessments
Make the transition from Kajabi to Sage Intacct seamless. Whenever an assessment is completed in Kajabi, this workflow will ensure there's a corresponding new contact created in Sage Intacct. This integration streamlines your process, providing more time to focus on tasks that matter, like analyzing assessments and nurturing new relationships.
Make the transition from Kajabi to Sage Intacct seamless. Whenever an assessment is completed in Kajabi, this workflow will ensure there's a corresponding new contact created in Sage Intacct. This integration streamlines your process, providing more time to focus on tasks that matter, like analyzing assessments and nurturing new relationships.
- When this happens...Assessment Completed
Trigger when someone completes an assessment.
- automatically do this!Create Contact
Triggers when a new contact is created.
- Free forever for core features
- 14 day trial for premium features & apps
