1.Detects lesson completion tag
Integrate Kajabi and customer onboarding tools to capture learner identity and module tag, to trigger contact and ticket lookup.
Update onboarding ticket when lesson tag added by student
Automatically detect lesson completion tags in Kajabi and map learner emails and module identifiers across Customer.io and HubSpot. Create and update onboarding progress in HubSpot so coordinators see module completion without manual ticket updates.
How this automation updates your onboarding progress
When lesson completion tags arrive but tickets stay outdated, coordinators lose visibility into learner progress. This automation captures tag details, finds the matching contact and onboarding ticket, and updates the ticket with module completionβso your team can act on time.
Kajabior swap with your favorite app
2.Finds contact by email
Integrate HubSpot and CRM search tools to locate the contact by email, to return a contact reference for downstream searches.
HubSpotor swap with your favorite app
3.Finds active onboarding ticket
Integrate HubSpot and pipeline tracking tools to search for an active onboarding ticket, to return the ticket id for updates.
4.Updates ticket with completion
Integrate HubSpot and ticketing tools to map module completion fields, to update onboarding progress and completion notes.
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