Kajabi + Salesforce
Create Kajabi form submissions from updated Salesforce records
Keep your Kajabi data current with this Salesforce to Kajabi workflow. Whenever fields on your Salesforce records are updated, related information is immediately mirrored in Kajabi, eliminating the need for duplicative data entry. This seamless automation streamlines your data management process, enhancing operational efficiency and saving you valuable time.
Keep your Kajabi data current with this Salesforce to Kajabi workflow. Whenever fields on your Salesforce records are updated, related information is immediately mirrored in Kajabi, eliminating the need for duplicative data entry. This seamless automation streamlines your data management process, enhancing operational efficiency and saving you valuable time.
- 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!Create Form Submission
Submits a Form on behalf of a contact. This will opt in the contact for email marketing.
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