Salesforce + Kajabi Integrations

How to connect Salesforce + Kajabi

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Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
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.).
Trigger
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write
Create Attachment
Creates a new attachment (max 25MB).
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
Kajabi
Trigger when someone completes an assessment.
Instant
Trigger
Kajabi
Triggers when a form is submitted.
Instant
Trigger
Kajabi
Triggers when an offer is purchased.
Instant
Trigger
Kajabi
Triggers when a tag is added to a contact.
Instant
Trigger
Kajabi
Triggers when a tag is removed from a contact.
Instant
Trigger
Kajabi
Grants a new or existing member access to an Offer and its Products.
Scheduled
Action
Kajabi
Submits a Form on behalf of a contact. This will opt in the contact for email marketing.
Scheduled
Action
Kajabi
Revokes access to an offer from the specified member.
Scheduled
Action

How Salesforce + Kajabi Integrations Work

Step 1: Authenticate Salesforce and Kajabi.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.