Kajabi + Vtiger CRM

Manage new Kajabi form submissions by creating or updating leads in Vtiger CRM

Save time and streamline your processes with this workflow. Whenever you receive a new form submission in Kajabi, the lead details will be instantly reflected in your Vtiger CRM. This seamless process ensures you never miss a prospect or customer information, keeping your CRM always up-to-date and allowing you to focus on nurturing those leads.

When this happens...
New Form Submission
Triggers when a form is submitted.
TriggerInstant
automatically do this!
Create or Update Lead
Creates or updates lead.
ActionWrite

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Supported triggers and actions

What does this mean?

- SiteRequired
- AssessmentRequired
Trigger
Instant
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- 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
- Site IDRequired
- Offer IDRequired
- External User IDRequired
Action
Write

Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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New Invoice
Triggers when a new Invoice is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Scheduled
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New Product
Triggers when a new Product is created.
Trigger
Scheduled
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Scheduled
Try It
Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Scheduled
Try It
Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
Action
Write

- SiteRequired
- FormRequired
Trigger
Instant
Try It
- SiteRequired
- Offer
Trigger
Instant
Try It
- Tag
- SiteRequired
Trigger
Instant
Try It
- SiteRequired
- FormRequired
Action
Write
Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Scheduled
Try It
New Case
Triggers when a new Case is created.
Trigger
Scheduled
Try It
New Event
Triggers when a new event is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Scheduled
Try It
New Service
Triggers when a new Service is created.
Trigger
Scheduled
Try It
New Todo
Triggers when a new todo is created.
Trigger
Scheduled
Try It
Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
Action
Write

About Kajabi

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

Help

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Online Courses

About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

Help

Related categories

CRM (Customer Relationship Management)

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PRODUCTS

CAPABILITIES

By team

Kajabi + Vtiger CRM

Manage new Kajabi form submissions by creating or updating leads in Vtiger CRM

Assessment Completed

AssessmentRequired

New Payment

SiteRequired

Offer

Tag Added

SiteRequired

Tag

Grant Access to an Offer

SiteRequired

OfferRequired

Member NameRequired

EmailRequired

External User IDRequired

Send Offer Grant Email?

Revoke Access to an Offer

Site IDRequired

Offer IDRequired

External User IDRequired

Lead Created or Updated

New Contact

New Invoice

New Opportunity

New Product

New Ticket

Opportunity Created or Updated

Create or Update Contact

Create or Update Lead

Create Organization

Create Service

Create Todo

New Form Submission

SiteRequired

FormRequired

New Purchase

SiteRequired

Offer

Tag Removed

Tag

SiteRequired

Create Form Submission

SiteRequired

FormRequired

Contact Created or Updated

New Case

New Event

New Lead

New Organization

New Service

New Todo

Create Case

Create Event

Create or Update Opportunity

Create Product

Create Ticket

About Kajabi

Related categories

Similar apps

WooCommerce

Gumroad

Simplero

About Vtiger CRM

Related categories

Similar apps

Capsule CRM

Zoho CRM

Zendesk Sell