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Kajabi
Kajabi
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Kajabi
Choose a trigger event
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.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Kajabi and Salesforce with AI agents and code
Beyond Zap workflows. Call Kajabi and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Kajabi and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Grant Access to an Offer
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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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.
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.
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.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Kajabi to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
About Kajabi
Kajabi is an all in one platform for selling, marketing, and delivering your online content.
