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Kajabi + Zoho CRM

Create Zoho CRM module entries from new Kajabi purchases

Stay organised and streamlined as your business grows with this versatile automation. When there's a new purchase in Kajabi, it will create a module entry in your Zoho CRM system. This workflow helps you save time on manual data entry and ensures all your customer's purchase details are accurately reflected in your CRM, enhancing overall business efficiency.

Stay organised and streamlined as your business grows with this versatile automation. When there's a new purchase in Kajabi, it will create a module entry in your Zoho CRM system. This workflow helps you save time on manual data entry and ensures all your customer's purchase details are accurately reflected in your CRM, enhancing overall business efficiency.

  1. When this happens...
    KajabiKajabi
    New Purchase

    Triggers when an offer is purchased.

    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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kajabi logo

About Kajabi

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

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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