1.Detects new purchase
Integrate Kajabi and ecommerce purchase tracking to capture purchaser details and transaction context to create CRM lead records.
Create CRM lead and engagement from every purchase
Automatically monitor Kajabi new purchase events across Kajabi and HubSpot. Create CRM lead, enroll that contact in a nurture workflow, and append purchase notes when purchase captured, checkout completed, or transaction recordedβso you can protect timely outreach, reduce data entry, and keep engagement context without manual reporting.
How this automation creates qualified CRM leads
When a Kajabi purchase happens without timely CRM entry, outreach can arrive late and notes stay missing. This automation upserts contacts, enrolls them in a workflow, and creates engagement notesβso your team can follow up with confidence.
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2.Continues only for qualifying purchases
Integrate Filter by Zapier and purchase criteria tools to continue only when qualifying attributes like coupon code are present to reduce bad leads.
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3.Upserts contact record
Integrate HubSpot and CRM fields mapping to upsert a contact with email, name parts, and purchase flags to store lead details.
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4.Enrolls contact in workflow
Integrate HubSpot and CRM workflow enrollment to enroll the contact by email into the configured nurture flow to start engagement.
5.Creates engagement note
Integrate HubSpot and CRM engagement tracking to create a note with payment amount, purchase date, and offer title to give reps context.
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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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