Skip to content

4 Kajabi integration ideas to automate your online courses

By Nicole Replogle · August 9, 2024
A hero image of the Kajabi app logo connected to other app logos on a light purple background.

Selling courses and other digital products lets you leverage your knowledge and expertise to educate others and build a community. It's also a great way to build a lucrative side hustle or market your larger brand. But it's a popular myth that selling digital content is a set-it-and-forget-it, passive income scheme. 

The reality is that online courses require a lot of hands-on attention. Kajabi can help online creators make and sell courses, promote podcasts, and build an online community around their expertise.  

And when you combine Kajabi with Zapier's automated workflows (called Zaps), it's even easier to nurture new leads, keep accurate records, and encourage current buyers to keep coming back for more. Simplifying the busywork behind running a creator business lets you concentrate on sharing your skills and knowledge with the world.

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Add users to email marketing lists

Kajabi's email marketing features simplify the process of nurturing prospects and marketing your digital content. But to start nurturing leads, you still need to consistently capture their contact information and add them to your marketing funnel. And since the best time to capitalize on a lead's interest is the moment they interact with you, it's crucial to add new leads to Kajabi immediately.

Automated workflows make it easy to collect leads immediately from wherever you find them and maximize the chances that they'll take the next step.

From social media engagement

The best way to build buzz around your course or online community is through social media. You might invest in paid ads on Facebook or use a quiz builder like Interact to engage with potential customers. 

Instead of copying and pasting form submissions from each lead generation platform you use, these Zaps let you automatically create form submissions in Kajabi each time a new lead is captured. That way, new leads will start getting your email offers as soon as they take interest.

Create Kajabi form submissions from new Interact leads

  • Interact logo
  • Kajabi logo
Interact + Kajabi
More details
    When you get a new lead, you will likely need to send them email from your marketing tool. This Zap can make that work easier by automatically creating form submissions in Kajabi when you have new leads in Interact. You'll save time and ensure your leads get your emails.

    Submit Kajabi forms for new Facebook Lead Ads leads

    • Facebook Lead Ads logo
    • Kajabi logo
    Facebook Lead Ads + Kajabi
    More details
      The more opt-ins you have, the bigger your list. Now you can grow that list automatically with this automation. After you set it up, new Facebook Lead Ads leads will have a Kajabi form submitted on their behalf, automatically. That way, they'll start receiving your email offers and your business will continue to thrive.

      From meetings and events

      As your business grows, you might use tools like Calendly or Acuity to simplify appointment booking with coaching clients. It should be as easy as possible for customers to schedule your services—while still ensuring each new invitee's information is added to your Kajabi contacts list for further follow-ups. 

      Similarly, webinars are a great way to establish your expertise, build brand awareness, and collect leads. Whenever a prospect signs up for a webinar, their information should be added to Kajabi so you can easily nurture new contacts.

      But not everyone has the time or manpower to copy each registrant or invitee's contact information into Kajabi. These Zaps make scheduling your meetings or events effortless and accessible while still collecting the information you need to market effectively.  

      Create Kajabi form submissions for invitee scheduled events in Calendly

      • Calendly logo
      • Kajabi logo
      Calendly + Kajabi
      More details
        Someone schedules time with you, you'll want to follow up via email with all the details. Zapier helps by creating a form submission in Kajabi when your invitee schedules an event in Calendly. You won't have to send the same meeting details email manually again.

        Create form submissions in Kajabi when new appointments are set in Acuity Scheduling

        • Acuity Scheduling logo
        • Kajabi logo
        Acuity Scheduling + Kajabi
        More details
          After someone sets an appointment with you, you'll want to keep track of it to ensure proper follow through. Zapier helps you do this seamlessly by creating form submissions in Kajabi when new appointments are set in Acuity Scheduling.

          Turn new Demio webinar registrations into Kajabi form submissions

          • Demio logo
          • Kajabi logo
          Demio + Kajabi
          More details
            Turn Demio webinar registrations into Kajabi form submissions. With this integration, you ensure that each time someone is registered on Demio, their details appear as a form entry in Kajabi.

            Create new registrations from WebinarJam / EverWebinar as form submissions in Kajabi

            • WebinarJam / EverWebinar logo
            • Kajabi logo
            WebinarJam / EverWebinar + Kajabi
            More details
              Excellent, you have another new registration for you webinar. Now all you have to do is add them to your CRM for additional follow up. Zapier helps you do this seamlessly by creating form submissions in Kajabi when there are new registrations from WebinarJam / EverWebinar. Don't worry about adding registrants manually again.

              From purchases

              The more eCommerce tools you have in your arsenal, the more complicated your contact management becomes. If you sell a mix of physical and digital products, you probably use a platform like ThriveCart or Shopify to manage your online store. 

              It's a good idea to add new customers to an email sequence in Kajabi so you can stay in touch and cross-promote your products—but manual data entry gets tedious fast. Instead, you can use one of these Zaps to create form submissions in Kajabi for new activity in your other eCommerce tools. 

              Create form submissions in Kajabi for new purchases of ThriveCart products

              • ThriveCart logo
              • Kajabi logo
              ThriveCart + Kajabi
              More details
                This integration keeps your purchasing follow-up workflows streamlined so you can stay focused on more important work. Once it’s in place, this Zap automatically generates a form submission in Kajabi for each new product purchase registered in your ThriveCart account.

                Capture abandoned ThriveCart carts and create Kajabi form submissions

                • ThriveCart logo
                • Kajabi logo
                ThriveCart + Kajabi
                More details
                  Boost your online store's sales and effectively manage cart abandonment by connecting ThriveCart and Kajabi through this seamless workflow. When a cart is abandoned in ThriveCart, this automation promptly creates a form submission in Kajabi, allowing you to stay in touch with potential customers and encourage them to complete their purchases. Enhance your revenue by efficiently addressing cart abandonment and keeping leads engaged.

                  Create Kajabi form submissions for new Shopify customers

                  • Shopify logo
                  • Kajabi logo
                  Shopify + Kajabi
                  More details
                    Effortlessly streamline your customer management process with this Shopify and Kajabi integration. When a new customer is added in Shopify, a form submission will be created in Kajabi, saving you both time and manual effort. Keep your records up-to-date and focus on growing your business with this seamless workflow.

                    Create Kajabi form submissions for new WooCommerce orders

                    • WooCommerce logo
                    • Kajabi logo
                    WooCommerce + Kajabi
                    More details
                      Effortlessly keep track of new WooCommerce orders by connecting it to Kajabi using this automation. Once set up, each time you receive new orders in WooCommerce, a form submission will be created in Kajabi, ensuring a seamless data flow between the two platforms. This workflow simplifies your order management process, saving you time and helping you stay organized without any manual intervention.

                      From forms

                      Forms are a great way to collect information from leads. Whether it's a feedback form on social media or a contact form embedded on your business website, you can add responders to your contact list for additional follow-up. 

                      Instead of spending hours on tedious copying and pasting, you can use Zapier to create form submissions in Kajabi automatically whenever a new form is submitted in apps like Typeform and Squarespace.

                      Opt in Kajabi contacts with new Typeform entries

                      • Typeform logo
                      • Kajabi logo
                      Typeform + Kajabi
                      More details
                        Incoming form data can be your chance to convert a new lead, but only after you finish the timely, tedious work of copying-and-pasting it into your messaging workflows. Now you can skip that step by using this integration to automatically submit a form for a Kajabi contact to opt them in for email marketing as soon as new Typeform forms are submitted. Effortlessly pivot from form data to outreach without any added clicks or keystrokes.

                        Create form submissions in Kajabi when there are new form submissions from Squarespace

                        • Squarespace logo
                        • Kajabi logo
                        Squarespace + Kajabi
                        More details
                          When someone fills out a form on your site, you'll want to make sure they're in your CRM for additional follow up. Zapier helps you accomplish that without copying data from one place to another. The integration creates form submissions in Kajabi when there are new form submissions in Squarespace.

                          Create form submissions in Kajabi from new responses in spreadsheets in Google Forms

                          • Google Forms logo
                          • Kajabi logo
                          Google Forms + Kajabi
                          More details
                            Create form submissions in Kajabi from new responses in spreadsheets in Google Forms.

                            Create Kajabi form submissions for new submissions of Gravity Forms

                            • Gravity Forms logo
                            • Kajabi logo
                            Gravity Forms + Kajabi
                            More details
                              When someone submits your online form, you'll want their details added to your marketing automation tool for future follow up. This integration helps by automatically creating a form submission in Kajabi when there is a new submission of a Gravity Form. It's never been so easy to follow up with your new contacts.

                              Send offers and discounts

                              Your best next customer is the one who's already purchased from you. Promo codes and discounts are great ways to encourage customer loyalty—but remembering to send them to every eligible customer after a purchase is impossible. 

                              Automation is the key to making sure no customer is left behind. With these Zaps, you can instantly grant access to an offer in Kajabi whenever a new purchase is made in your eCommerce app. 

                              Grant access to Kajabi offers for new ThriveCart product purchases

                              • ThriveCart logo
                              • Kajabi logo
                              ThriveCart + Kajabi
                              More details
                                This integration delivers a simple, effortless way to engage your new customers. Once it’s in place, this Zap automatically grants access to Kajabi offers to each new purchaser of a ThriveCart product.

                                Grant offer access in Kajabi from new successful ClickFunnels purchases

                                • ClickFunnels Classic logo
                                • Kajabi logo
                                ClickFunnels Classic + Kajabi
                                More details
                                  Don't waste your time going through and manually allowing access to those who purchase your product or service, have it happen for you with this integration. After set up, new successful ClickFunnels purchases will grant offer access in Kajabi. Spend less time on admin tasks, and more time creating and selling.

                                  You can even use Zapier's Deadline Funnel integration to automatically generate a special offer with a unique deadline for new activity in Kajabi. A sense of urgency is powerful in sales, and when combined with personalization, it's a recipe for higher conversions.

                                  Start deadlines in Deadline Funnel for new Kajabi form submissions

                                  • Kajabi logo
                                  • Deadline Funnel logo
                                  Kajabi + Deadline Funnel
                                  More details
                                    Ready to create automated marketing campaigns in Kajabi and give your customers access to special offers and discounts via Deadline Funnel? Use this Zapier integration to automatically start a unique deadline via Deadline Funnel for your subscribers whenever they submit a form in Kajabi. After each subscriber's personal deadline expires in Deadline Funnel, they won't be able to access your special offer, and will automatically be redirected to the page of your choice.

                                    Start Deadline Funnel deadlines for new tags added in Kajabi

                                    • Kajabi logo
                                    • Deadline Funnel logo
                                    Kajabi + Deadline Funnel
                                    More details
                                      When you tag contacts who are progressing in your CRM, you may also need to have your sales funnel updated. This integration helps by automatically starting a deadline in Deadline Funnel when there is a specific tag added to a contact in Kajabi. You won't have to manually start deadlines for your contacts again.

                                      Track or backup purchases

                                      Kajabi is a powerful tool for marketing and selling digital products, but for flexibility and simplicity, you may want to track your business data in another app or spreadsheet. A spreadsheet is a great single source of truth for your sales data since it gives you endless options for reporting and data analysis.

                                      But manually copying and pasting purchase information from Kajabi into Google Sheets quickly becomes tedious. What if you forget to record a sale or make a small (but substantial) typo?

                                      Instead of relying on manual processes for tracking or backing up sales data, use these Zaps to create a new spreadsheet row for new activity in Kajabi. This way, you can be confident that your business spreadsheets are up-to-date and accurate.

                                      Add new Kajabi form submissions to Google Sheets rows

                                      • Kajabi logo
                                      • Google Sheets logo
                                      Kajabi + Google Sheets
                                      More details
                                        Managing all your form submissions in a spreadsheet means you can sort and filter through them at will. It's easy to get them in there, too, if you set up this automation. After that, whenever you receive a new Kajabi form submission, the information will be automatically copied into a new row in a specified Google Sheets spreadsheet, creating a constantly updated archive at your disposal.

                                        Create Google Sheets rows for new Kajabi purchases

                                        • Kajabi logo
                                        • Google Sheets logo
                                        Kajabi + Google Sheets
                                        More details
                                          With many new customers and purchases, it's easy to feel like things are getting a little out of hand. With this integration, you'll feel more organized in no time. Just set it up and Google Sheet spreadsheet rows will be generated for each Kajabi purchase. From there, add any other info you need and you'll have an easy to read, organize, and share platform for displaying all your customers' purchases.

                                          Connect Kajabi with your other marketing software

                                          If you just sell digital products and courses, Kajabi might meet all of your email marketing needs. But odds are good that you have other email tasks like sending a weekly newsletter or promoting your other services. If you use an app like Mailchimp or Flodesk alongside Kajabi, it can be frustrating to keep two separate email lists active. 

                                          And leaving your digital content customers siloed in your Kajabi email list leaves money on the table, since many of those customers might also be interested in subscribing to your newsletter or buying other products from you. 

                                          You can use automation to combine your contacts into one email list. These Zaps create or update contacts in your email marketing software whenever a new purchase, form submission, or tag is added in Kajabi. That way, you streamline your email marketing efforts and maximize engagement with no copying or pasting involved.

                                          Create Flodesk subscribers from new Kajabi purchases

                                          • Kajabi logo
                                          • Flodesk logo
                                          Kajabi + Flodesk
                                          More details
                                            This integration creates Flodesk subscribers from new Kajabi purchases.

                                            Add new Kajabi customers to ActiveCampaign

                                            • Kajabi logo
                                            • ActiveCampaign logo
                                            Kajabi + ActiveCampaign
                                            More details
                                              This Zap makes staying in touch easy by automatically adding new Kajabi customers to your ActiveCampaign account. Once this integration is active, you'll effortlessly grow your mailing list, so you won't ever miss an opportunity again!

                                              Add tags to subscribers in Kit for new Kajabi purchases

                                              • Kajabi logo
                                              • Kit logo
                                              Kajabi + Kit
                                              More details
                                                This integration adds tags to subscribers in Kit for new Kajabi purchases.

                                                Add new Kajabi contacts as subscribers to Flodesk

                                                • Kajabi logo
                                                • Flodesk logo
                                                Kajabi + Flodesk
                                                More details
                                                  Add Kajabi contacts to a Flodesk segment with this automation.

                                                  Add new Kajabi customers as Mailchimp subscribers

                                                  • Kajabi logo
                                                  • Mailchimp logo
                                                  Kajabi + Mailchimp
                                                  More details
                                                    Staying in touch with your customers is important, which is what makes this Kajabi-Mailchimp integration handy. Whenever a customer purchases your content on Kajabi, Zapier can add their info to your Mailchimp mailing list. That'll save you time and grow your email list, so you can send all of your customers an email from the same list.

                                                    Streamline your online courses with Zapier's Kajabi integration

                                                    Kajabi has a host of powerful features designed to create and sell digital products based on your skills and knowledge. But every business needs help, and you may not have the time to do everything yourself (or the resources to hire extra staff).

                                                    By automating processes with Zapier, your customers can get the care and attention they deserve—and you can focus on providing the best content possible. And this is just the start of what you can do with Kajabi and Zapier. What will you automate?

                                                    This article was originally published in June 2023. It was most recently updated in August 2024.

                                                    Get productivity tips delivered straight to your inbox

                                                    We’ll email you 1-3 times per week—and never share your information.

                                                    mentioned apps

                                                    Related articles

                                                    Improve your productivity automatically. Use Zapier to get your apps working together.

                                                    A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'