1.Captures new form submissions
Integrate Kajabi and form capture tools to extract submission fields and source context for lead entry.
Create CRM lead and note from resource opt-in
Automatically capture new form submissions across Kajabi and CRM tools. Create and update contacts and leads and add opt-in notes when submissions arriveβso you can speed up follow-up, tag the right segments, and reduce manual data entry.
How this automation accelerates your lead intake
When new resource opt-ins arrive in a form, delays can stall follow-up and leave source context out of sync. This automation captures submissions, creates or updates contacts, and finds or creates leads and notesβso your team can act fast.
Kajabior swap with your favorite app
2.Creates or updates contact
Integrate Keap and CRM contact tools to create or update a contact and apply the configured opt-in tag.
Keapor swap with your favorite app
3.Finds lead by email and phone
Integrate Close and lead lookup tools to search for an existing lead by email and phone.
Closeor swap with your favorite app
4.Creates lead and adds note
Integrate Close and CRM note tools to create missing leads, set lead status, and add an opt-in note.
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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