1.Captures new purchase details
Integrate Kajabi and marketing onboarding tools to capture purchase events and buyer data to enrich contact records.
Add membership purchasers to your marketing CRM contacts
Automatically detect new membership purchases from Kajabi across your marketing CRM. Create or update contacts in HubSpot and set a membership flag so membership managers start onboarding, segmenting, and nurturing without manual list building.
How this automation updates your membership CRM contacts
When membership purchasers stay unlogged in your CRM, onboarding gets delayed and segmentation stays inconsistent. This automation captures Kajabi purchase data, formats buyer fields, finds or updates HubSpot contacts, and sets a membership flag so your team can start nurturing immediatelyβwithout manual entry.
Kajabior swap with your favorite app
2.Normalizes buyer fields
Integrate Formatter by Zapier and data mapping to format buyer email and name parts to standardize CRM inputs.
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3.Finds contact by email
Integrate HubSpot and contact lookup tools to search by formatted email to prevent duplicate contact creation.
HubSpotor swap with your favorite app
4.Creates or updates contact
Integrate HubSpot and CRM property management to upsert membership properties and set a membership flag to onboard purchasers fast.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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