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Kajabi + Salesforce

Add purchases to Salesforce campaign as leads when new purchases occur in Kajabi

Effortlessly keep track of new Kajabi purchases by adding leads to a Salesforce campaign with this smooth workflow. Whenever a customer makes a new purchase in Kajabi, this automation will instantly add them as a lead to the specified Salesforce campaign. Stay organized and never miss potential opportunities with this seamless connection between your online courses and customer relationship management platforms.

Effortlessly keep track of new Kajabi purchases by adding leads to a Salesforce campaign with this smooth workflow. Whenever a customer makes a new purchase in Kajabi, this automation will instantly add them as a lead to the specified Salesforce campaign. Stay organized and never miss potential opportunities with this seamless connection between your online courses and customer relationship management platforms.

  1. When this happens...
    KajabiKajabi
    New Purchase

    Triggers when an offer is purchased.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SiteRequired

    • AssessmentRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • Offer

    Trigger
    Instant
    Try It
    • SiteRequired

    • Tag

    Trigger
    Instant
    Try It
    • SiteRequired

    • OfferRequired

    • Member NameRequired

    • EmailRequired

    • External User IDRequired

    • Send Offer Grant Email?

    Action
    Write
    • SiteRequired

    • FormRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • Offer

    Trigger
    Instant
    Try It
    • Tag

    • SiteRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • FormRequired

    Action
    Write
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About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.
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Related categories

  • eCommerce

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