1.Detect new form submission
Integrate Kajabi and form submission signals to capture mini-course signup data and to trigger onboarding workflows.
Create new CRM contact from mini-course form signups
Automatically monitor mini-course form submissions across Kajabi and HubSpot. Send coordinator alerts and keep contact records updatedβso you can onboard attendees fast without manual reporting.
How this automation accelerates onboarding readiness
When new form submission data arrives from Kajabi, delays can stall access for attendees. This automation standardizes fields, finds or creates contacts, and sends coordinator notificationsβso your team can start onboarding fast.
Kajabior swap with your favorite app
2.Standardize phone to E.164
Integrate Formatter by Zapier and data normalization tools to format the submission phone number to to improve contact matching.
Formatter by Zapieror swap with your favorite app
3.Find contact by email
Integrate HubSpot and CRM matching tools to look up a contact by the submission email to to determine whether to update or create.
HubSpotor swap with your favorite app
4.Create or update CRM contact
Integrate HubSpot and CRM contact tools to create or update the contact record and to set a course signup flag.
5.Notify program coordinators
Integrate Email by Zapier and notification templates to send coordinator alerts with the contact details and to support same-day onboarding.
Email by Zapieror swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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