1.Triggers on each new purchase
Integrate Kajabi and purchase tracking tools to pull buyer and purchase details for each new purchase event.
Create and update customer records from new purchases
Automatically create normalized customer records from new purchase events across Kajabi and Zapier Tables. Create and update when paid transactions arrive, buyer details change, or identifiers matchβso you can protect billing readiness, keep contact fields current, and standardize tax IDs without manual paperwork.
How this automation normalizes customer records
When new purchase events come in with messy addresses or inconsistent VAT, onboarding delays can spiral. This automation pulls purchase details, filters paid transactions, parses fields, and creates or updates customer recordsβso your team can keep billing moving without manual fixes.
Kajabior swap with your favorite app
2.Filters out unpaid transactions
Integrate Filter by Zapier and payment validation tools to continue only for paid transactions.
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3.Parses and normalizes address and VAT
Integrate Code by Zapier and data transformation tools to split raw address and normalize VAT.
Code by Zapieror swap with your favorite app
4.Finds existing customer record
Integrate Zapier Tables and database lookups to search by member ID and return match status.
Zapier Tablesor swap with your favorite app
5.Creates or updates customer record
Integrate Zapier Tables and CRM records to create or update customer fields from parsed purchase data.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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