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Set up your first integration
Quickly connect Kajabi to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Kajabi with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Assessment Completed" from Kajabi.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Kajabi and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- SiteRequired
- AssessmentRequired
Try ItTriggerInstant- SiteRequired
Try ItTriggerInstant- SiteRequired
- Offer
Try ItTriggerInstant- Tag
- SiteRequired
Try ItTriggerInstant
- SiteRequired
- FormRequired
Try ItTriggerInstant- SiteRequired
- Offer
Try ItTriggerInstant- SiteRequired
- Tag
Try ItTriggerInstant- SiteRequired
- OfferRequired
- Member NameRequired
- EmailRequired
- External User IDRequired
- Send Offer Grant Email?
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Practical ways you can use Kajabi and Salesforce
Grant Kajabi offer access based on Salesforce lead status
When a lead's status is updated in Salesforce, Zapier can grant access to an offer in Kajabi. This automation helps business owners efficiently deliver their services or content to qualified leads without manual intervention, ensuring a timely customer experience.
Business Owner
Remove Kajabi offer access when Salesforce record is deleted
If a Salesforce contact or lead record is deleted, Zapier can revoke their access to a specific Kajabi offer. This workflow ensures data consistency and prevents access for users no longer associated with your organization.
ITSync new Kajabi contacts with Salesforce as leads
When someone submits a new form on Kajabi, Zapier will automatically create a new lead in Salesforce. This integration helps marketing teams maintain an up-to-date lead list and ensures a seamless transition from marketing to sales by connecting two core platforms.
Marketing & Marketing OpsLearn how to automate Kajabi on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Kajabi + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Kajabi and Salesforce
How can I integrate Kajabi with Salesforce?
You can integrate Kajabi with Salesforce using automation tools that offer triggers and actions for both platforms. For instance, you can set up a trigger for a new purchase in Kajabi and an action to create a contact or opportunity in Salesforce.
What triggers are available for Kajabi within the integration?
Triggers available for Kajabi include new purchase, new form submission, and new member sign-up. These events can initiate subsequent actions in Salesforce.
Can I create Salesforce leads from Kajabi purchases?
Yes, when a user makes a purchase on Kajabi, you can set up an automation to trigger a lead creation in your Salesforce account by configuring the right action step.
What actions can I perform in Salesforce from Kajabi events?
From Kajabi events like member sign-up or form submissions, you can perform various actions in Salesforce such as creating or updating contacts, leads, and even adding them to campaigns.
Is it possible to update existing records in Salesforce using data from Kajabi?
Yes, we support updating existing records in Salesforce when there's activity on your Kajabi account, such as form submissions or membership updates.
How do you handle subscription cancellations between the two platforms?
When a subscription cancellation occurs in Kajabi, you can trigger an action to update the member's status in Salesforce or alert your sales team for further follow-up.
Can I synchronize my product lists between Kajabi and Salesforce?
While direct synchronization of product lists isn’t standard, you can use available triggers and actions to manage products-related workflows by creating corresponding entries manually within each platform based on certain events.
