Kajabi + TeamUp
Create Kajabi form submissions from new TeamUp customers
Streamline your customer management process and increase efficiency with this workflow. Once a new customer is added in TeamUp, a companion form submission gets created in Kajabi. This seamless process removes the need for repetitive manual entries, supporting data consistency and enhancing productivity. By linking your customer onboarding and engagement tasks, you can focus more on running your business.
Streamline your customer management process and increase efficiency with this workflow. Once a new customer is added in TeamUp, a companion form submission gets created in Kajabi. This seamless process removes the need for repetitive manual entries, supporting data consistency and enhancing productivity. By linking your customer onboarding and engagement tasks, you can focus more on running your business.
- When this happens...Customer Created
Triggers when a new customer is created.
- 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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Class Attendee Checked Off
Triggers when a class attendee is marked as attended.
Try ItClass Attendee Late Cancelled
Triggers when a customer is late cancelled from a class.
Try ItClass Attendee Removed
Triggers when a customer is removed from a class normally (as opposed to a late cancellation).
Try ItCustomer Created
Triggers when a new customer is created.
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Class Registration
Triggers when a customer is registered for a class.
Try ItClass Attendee No-Showed
Triggers when an attendee is marked as no showed.
Try ItCourse Session Ended
Triggers when a course session ends.
Try ItCustomer Membership Cancelled
Triggers when a customer membership is cancelled. In other words, this is when a user clicks the "cancel" button for a recurring membership. The Customer Membership Ended trigger will be sent when the expiration date is reached.
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