Kajabi + Salesforce
Create new Salesforce records for every new Kajabi purchase
When a new purchase is made on Kajabi, this workflow creates a corresponding record within Salesforce. It ensures a smooth transfer of essential data, enhancing your sales tracking and customer management experience. This integration between Kajabi and Salesforce provides a timely, organized transaction record-keeping solution.
When a new purchase is made on Kajabi, this workflow creates a corresponding record within Salesforce. It ensures a smooth transfer of essential data, enhancing your sales tracking and customer management experience. This integration between Kajabi and Salesforce provides a timely, organized transaction record-keeping solution.
- When this happens...New Purchase
Triggers when an offer is purchased.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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