1.Detect tag added for a buyer
Integrate Kajabi and onboarding triggers to start flow when a buyer tagged for program event occurs.
Send 7-day onboarding email series to new buyers
Automatically monitors buyer program tagging across Kajabi, Webhooks by Zapier, Gmail, and Delay by Zapier. Automatically sends onboarding emails and scheduled follow-ups when program tags added, buyer tag added, or new purchaser taggedβso you can enroll purchasers, pace touchpoints, and drive first-session activity without manual follow-ups.
How this automation accelerates your first-session activity
When buyer tagging triggers onboarding too late, follow-ups miss the moment intent spikes. This automation calls your backend for enrollment, sends welcome and follow-up emails, and spaces touches with delaysβso your team can drive first-session activity.
Kajabior swap with your favorite app
2.Posts enrollment to backend scenario
Integrate Webhooks by Zapier and backend endpoints to call your scenario endpoint and map buyer contact fields.
Webhooks by Zapieror swap with your favorite app
3.Sends initial welcome email
Integrate Gmail and email templates to send an HTML welcome message using the mapped contact details.
Gmailor swap with your favorite app
4.Pauses for 48 hours
Integrate Delay by Zapier and workflow delays to pause the flow for the configured interval before the follow-up.
Delay by Zapieror swap with your favorite app
5.Sends follow-up reminder email
Integrate Gmail and email templates to send reminder emails with placeholders and additional scheduled touches.
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Accelerate lead follow-up with automated sequence enrollments, audience tagging, and campaign updates
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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