1.Detects tag added on user
Integrate Kajabi and signup tracking tools to map the tag to lead identifiers and primary email for attribution.
Update CRM lead source and masterclass booking activity
Automatically monitor Kajabi tag added events across Kajabi and Close. Update lead source and booking activity source valuesβso you can assign the right context without manual CRM updates or coordinator follow-up.
How this automation updates lead source context
When a tag indicates an ad-driven signup, delays can leave leads and bookings missing the right attribution. This automation captures the Kajabi tag signal, pauses, finds and updates the lead, and updates the related booking activity sourceβso your team can improve next-step relevance fast.
Kajabior swap with your favorite app
2.Pauses for 5 minutes
Integrate Delay by Zapier and workflow timing tools to pause briefly so downstream platform writes complete.
Delay by Zapieror swap with your favorite app
3.Finds lead by email
Integrate Close and CRM lookup tools to find the lead by mapping primary email to the search key.
Closeor swap with your favorite app
4.Updates lead source and notes
Integrate Close and CRM fields to update the lead source field and add key submission details to lead notes.
5.Updates booking activity source
Integrate Close and booking activity records to map the ad source value to the booking activity source field.
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