1.Detect new purchase
Integrate Kajabi, ecommerce events, and purchase data to detect new purchase and start the buyer lookup.
Tag buyers and notify sales team on purchase
Automatically monitor new purchases across Kajabi, Kit, Fomo, and Slack. Get instant alerts when tiered purchases hit your store, qualifying purchases complete, or upsell events fireβso you can apply buyer tags, create social proof events, and notify sales channels without manual follow-up.
How this automation accelerates your sales handoff
When a new purchase happens, missed buyer context can slow sales response and hurt conversion. This automation tags subscribers, creates social proof events, and posts Slack alertsβso your team can respond fast.
Kajabior swap with your favorite app
2.Find subscriber by email
Integrate Kit and email marketing tools to locate the purchaser subscriber and map name and email for tagging.
Kitor swap with your favorite app
3.Add tag(s) to subscriber
Integrate Kit and tag management to apply tier and cohort tags, and set optional custom date fields.
4.Create social proof event
Integrate Fomo and event tracking to create a public event using the buyer name and offer title.
Fomoor swap with your favorite app
5.Send private sales message
Integrate Slack and notification routing to post buyer and booking details to the sales channel for quick action.
Slackor swap with your favorite app
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Accelerate sales handoff with automated lead routing, rep alerts, and CRM updates
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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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