1.Detect tag added
Integrate Kajabi to detect qualifying tag additions and trigger learner access checks.
Grant Classic plan access when qualifier tag is added
Automatically detect qualifying tag additions across Kajabi and learner records in HubSpot. Create and update Classic plan access when qualifying tags are added, eligibility is confirmed, or grant access activatesβso you can find contacts, validate eligibility, and start onboarding without manual follow-up.
How this automation grants Classic plan access
When a qualifying tag is added, delayed checks can stall onboarding and slow enrollment progress. This automation finds the matching HubSpot contact, retrieves product history, evaluates eligibility, and activates the Classic offerβso your team can onboard promptly.
Kajabior swap with your favorite app
2.Find matching contact
Integrate HubSpot and CRM lookup tools to search by email and find the matching contact.
HubSpotor swap with your favorite app
3.Get contact history
Integrate Webhooks by Zapier and CRM endpoints to retrieve product history arrays using the HubSpot contact ID.
Webhooks by Zapieror swap with your favorite app
4.Evaluate eligibility
Integrate Code by Zapier and eligibility logic to evaluate product history timestamps and return an eligible flag.
Code by Zapieror swap with your favorite app
5.Continue when eligible
Integrate Filter by Zapier and conditional routing logic to proceed only when the eligible output is true.
Filter by Zapieror swap with your favorite app
6.Grant offer access
Integrate Kajabi and onboarding workflows to activate the Classic offer and set grant email behavior.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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