Kajabi + Salesforce
Update offer access in Kajabi when records are updated in Salesforce
Streamline your sales process with this seamless workflow. When a record field gets updated on Salesforce, it instantly grants access to an offer in Kajabi, helping you keep your offers up-to-date effortlessly. Boost efficiency and reduce time spent on manual data transference between these two platforms.
Streamline your sales process with this seamless workflow. When a record field gets updated on Salesforce, it instantly grants access to an offer in Kajabi, helping you keep your offers up-to-date effortlessly. Boost efficiency and reduce time spent on manual data transference between these two platforms.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Grant Access to an Offer
Grants a new or existing member access to an Offer and its Products.
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