1.Detect new purchase
Integrate Kajabi and purchase tracking tools to capture the new purchase event and start lead processing.
Create or update lead from freebie purchase opt-ins
Automatically capture new purchase events across Kajabi and Salesforce. Create and update when freebie purchased or opt-in added or offer qualifiesβso you can update leads, append opt-in history, and timestamp last purchase without manual follow-up.
How this automation captures freebie-ready leads
When new purchase opt-ins land but leads are not matched fast, follow-up gets delayed and opportunities slip. This automation filters qualifying offers, normalizes fields, and creates or updates Salesforce leads with opt-in history and a last purchase timestampβso your team can follow up immediately.
Kajabior swap with your favorite app
2.Continue only for qualifying offers
Integrate Filter by Zapier to inspect offer titles and continue only for configured freebie and opt-in offers.
Filter by Zapieror swap with your favorite app
3.Normalize purchaser name and timestamps
Integrate Formatter by Zapier to normalize name and timestamp fields and set default values for CRM mapping.
Formatter by Zapieror swap with your favorite app
4.Find lead by purchaser email
Integrate Salesforce and CRM search tools to look up leads by purchaser email and map fields for matching.
Salesforceor swap with your favorite app
5.Create or update the lead
Integrate Salesforce to create or update leads, append opt-ins, and write the purchase timestamp to the last-action date.
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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