1.Creates lead intake on purchase
Integrate Kajabi and reporting systems to capture new one-time purchases for downstream lead capture.
Add one-time buyers to lead system and masterlist
Automatically capture one-time offer purchases across Kajabi, Hyros, Acuity Scheduling, and Google Sheets. Create or update a lead, grant booking access, and log each purchase to your masterlistβso you can protect lead quality and skip manual data entry without reporting bottlenecks.
How this automation keeps one-time leads organized
When one-time purchases happen without instant routing, leads can go missing and reporting gets messy. This automation captures Kajabi purchase signals, creates or updates lead records, grants booking access, formats the date, and logs every purchaseβso your team can keep a reliable masterlist.
Kajabior swap with your favorite app
2.Creates or updates lead in Hyros
Integrate Hyros and CRM tools to map purchaser details, set lead stage, and create or update the lead record.
Hyrosor swap with your favorite app
3.Adds booking package code
Integrate Acuity Scheduling and scheduling tools to apply the package code that enables buyer booking access.
Acuity Schedulingor swap with your favorite app
4.Creates form submission in Kajabi
Integrate Kajabi and form tools to add purchaser fields and tag the buyer using the booking certificate.
5.Formats purchase date for sheets
Integrate Formatter by Zapier and date conversion tools to format the purchase timestamp for clean worksheet entry.
Formatter by Zapieror swap with your favorite app
6.Appends purchase row to worksheet
Integrate Google Sheets and spreadsheet reporting to create a new row with buyer details for your masterlist.
Google Sheetsor swap with your favorite app
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