1.Captures successful purchase
Integrate ClickFunnels Classic and sales tracking tools to map checkout contact fields and product details to purchaser records.
Add book purchasers to CRM and record purchase
Automatically monitor new successful purchases in ClickFunnels Classic across CRM entry and Kajabi access. Automatically create or update CRM contacts and grant course access so you can enroll buyers, tag product interests, and trigger grant emails without manual data entry.
How this automation grants course access reliably
When successful purchases arrive and contact data stays unentered, leads miss timely follow-up and access. This automation adds and updates CRM contacts, updates purchaser tags, and grants Kajabi offer accessβso your team can deliver courses without chasing checkout info.
ClickFunnels Classicor swap with your favorite app
2.Adds or updates contact
Integrate LeadConnector and contact lookup workflows to create or update a CRM contact matched by email and map address details.
LeadConnectoror swap with your favorite app
3.Updates tags and purchaser flag
Integrate LeadConnector and CRM tagging tools to update contact tags by purchased product and set purchaser status for follow-up.
4.Grants offer access
Integrate Kajabi and enrollment tools to enroll the buyer in the matching offer and send the grant email.
Kajabior swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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