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Kajabi + Zoho CRM

Add completed Kajabi assessments to Zoho CRM as new module entries

Effortlessly streamline your Kajabi assessments and Zoho CRM records with this powerful workflow. Once an assessment has been completed in Kajabi, it instantly creates a new module entry in Zoho CRM. Save time and maintain accuracy by automating the transfer of information between these two platforms.

Effortlessly streamline your Kajabi assessments and Zoho CRM records with this powerful workflow. Once an assessment has been completed in Kajabi, it instantly creates a new module entry in Zoho CRM. Save time and maintain accuracy by automating the transfer of information between these two platforms.

  1. When this happens...
    KajabiKajabi
    Assessment Completed

    Trigger when someone completes an assessment.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SiteRequired

    • AssessmentRequired

    Trigger
    Instant
    Try It
    • 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
    • SiteRequired

    • FormRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • Offer

    Trigger
    Instant
    Try It
    • Tag

    • SiteRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • FormRequired

    Action
    Write
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About Kajabi

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

  • eCommerce

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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