1.Captures new form submission
Integrate Kajabi and form capture tools to extract submission data and submission ID for downstream CRM creation.
Add workbook form signups to CRM as leads
Automatically monitor Kajabi new workbook form submission across Pipedrive and Kajabi. Create and update when signup submitted, submission captured, or form fields receivedβso you can create organization records, create contact records, and open lead deals without manual CRM entry.
How this automation converts workbook signups into CRM leads
When a workbook form submission arrives without instant routing, leads get missed and rep follow-up slows. This automation captures submission data in Kajabi, creates organization and person records, and opens a Pipedrive lead with the right ownerβso your team can respond fast.
Kajabior swap with your favorite app
2.Creates organization record
Integrate Pipedrive and CRM organization records to create an organization and store the submission ID in notes.
Pipedriveor swap with your favorite app
3.Creates person record
Integrate Pipedrive and contact matching tools to create a person and link it to the new organization.
4.Creates lead deal
Integrate Pipedrive and lead routing tools to open a lead, map IDs, and set the configured owner.
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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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