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Set up your first integration
Quickly connect Kajabi to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Kajabi with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Assessment Completed" from Kajabi.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Kajabi and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- SiteRequired
- AssessmentRequired
Try ItTriggerInstant- SiteRequired
Try ItTriggerInstant- SiteRequired
- Offer
Try ItTriggerInstant- Tag
- SiteRequired
Try ItTriggerInstant
- SiteRequired
- FormRequired
Try ItTriggerInstant- SiteRequired
- Offer
Try ItTriggerInstant- SiteRequired
- Tag
Try ItTriggerInstant- SiteRequired
- OfferRequired
- Member NameRequired
- EmailRequired
- External User IDRequired
- Send Offer Grant Email?
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Kajabi and Zoho CRM
Automatically add new Kajabi purchases to Zoho CRM.
When a new purchase is made on Kajabi, Zapier can automatically create or update an entry in Zoho CRM for that customer. This automation ensures that your CRM is always up-to-date without requiring manual data entry, helping simplify customer management and freeing up your time for other priorities.
Business OwnerGrant Kajabi offers when contacts are added to Zoho CRM.
When a new contact is added to Zoho CRM, Zapier can automatically grant them access to a specific Kajabi offer. This automation simplifies onboarding workflows by ensuring that every new customer instantly gets access to the products or services they've been promised.
Customer Support OpsSync form submissions from Kajabi to Zoho CRM leads.
Whenever someone submits a form on Kajabi, Zapier can automatically create a new lead in Zoho CRM. This keeps the sales and marketing teams aligned by ensuring potential leads are captured and tracked in your CRM immediately, reducing response time and improving follow-up efficiency.
Marketing & Marketing OpsLearn how to automate Kajabi on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Kajabi + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Kajabi and Zoho CRM
How do I connect Kajabi to Zoho CRM?
You can connect Kajabi to Zoho CRM using our integration platform. First, authenticate both Kajabi and Zoho CRM accounts with us, then select the triggers and actions you want to set up. For example, you could choose a trigger like 'New Purchase' in Kajabi which then creates a 'New Contact' in Zoho CRM.
What triggers are available when integrating Kajabi with Zoho CRM?
When integrating Kajabi with Zoho CRM, you can use triggers such as 'New Purchase', 'New Form Submission', or 'Course Completion' from Kajabi. These events can then prompt actions like adding a new lead, updating existing contact details, or creating deals in Zoho CRM.
Are there pre-built templates for connecting Kajabi to Zoho CRM?
Yes, we offer pre-built templates that help you quickly set up popular workflows between Kajabi and Zoho CRM. These templates typically include common automation like syncing new customers or form submissions from Kajabi to create contacts in Zoho CRM.
Can I create custom workflows between Kajabi and Zoho CRM?
Absolutely! You can create custom workflows by selecting specific triggers and actions that best fit your business needs. This flexibility allows you to automate tailored processes—such as tagging leads from specific courses or updating contact records with purchase history in Zoho CRM.
Do I need any coding skills to integrate Kajabi with Zoho CRM?
No coding skills are required to use our integration platform to connect Kajabi with Zoho CRM. Our user-friendly interface allows you to set up integrations by simply choosing from available triggers and actions.
How can I troubleshoot if my integration between Kajabi and Zoho CRM isn't working correctly?
If your integration isn't working as expected, first check the connection status for both your Kajabi and Zoho CRM accounts on our platform. Ensure that chosen triggers match their respective actions correctly according to your workflow requirements. You can also refer to setup logs for specific error messages.
What kind of data can be synced between Kajabi and Zoho CRM?
The types of data that can be synced include contact information such as name, email addresses from form submissions on Kajabi, purchase details which can update customer records in Zoho CRM, and course completion status which might trigger updates across systems.
