1.Detect buyer tag added
Integrate Kajabi to catch buyer tag added events and start lead qualification.
Add or update CRM leads from tagged buyers
Automatically detect buyer tag added events across Kajabi and Close. Update CRM lead status, enrich purchase context, and create missing records β so you can prioritize sales follow-up without manual lead entry.
How this automation updates your CRM leads
When buyer tags change, delays in sales follow-up can stall pipeline momentum. This automation finds existing leads and updates records, or creates new leads and sets lead status and purchase contextβso your team can qualify faster.
Kajabior swap with your favorite app
2.Find lead by email and phone
Integrate Close, CRM search tools, and contact matching to look up an existing lead by email and phone.
Closeor swap with your favorite app
3.Update lead with tag context
Integrate Close, CRM fields, and custom fields to update lead contact and custom fields, plus set lead status.
4.Create lead with purchase tag
Integrate Close and CRM record creation tools to create a new lead with purchase context and default status.
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Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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