1.Detects tag added in Kajabi
Integrate Kajabi and crm data systems to capture tag added events and pass contact and tag fields into your workflow
Update CRM lead and log course tag activity
Automatically monitors Kajabi tag added events across Kajabi and Close. Automatically create and update when course tag applied, lesson tagged, or tag added to a courseβso you can enrich lead records, log course activity, and notify sales ops without manual updates.
How this automation updates your CRM lead records
When course tag activity lands in disconnected systems, leads can miss qualification context and activity history. This automation monitors Kajabi tag events and generates search strings, extracts lead IDs, and updates matching lead records and course activityβso your team can keep CRM data current.
Kajabior swap with your favorite app
2.Generates CRM search string
Integrate Sub-Zap by Zapier and data mapping tools to generate a robust CRM search string from mapped contact fields
Sub-Zap by Zapieror swap with your favorite app
3.Extracts lead ID
Integrate Code by Zapier and parsing utilities to extract a lead identifier from close-reference text
Code by Zapieror swap with your favorite app
4.Filters on qualifying matches
Integrate Filter by Zapier and validation logic to continue only when lead ID or search string exists
Filter by Zapieror swap with your favorite app
5.Updates lead and course record
Integrate Close and CRM custom objects to find the matching lead and update tag fields and course activity
Closeor swap with your favorite app
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