Kajabi + Salesforce Essentials
Create records in Salesforce Essentials from new purchases in Kajabi
Instantly record new purchases from Kajabi in Salesforce Essentials with this automation workflow. Whenever a new purchase occurs in Kajabi, the workflow creates a corresponding record in Salesforce Essentials. This process ensures accurate and efficient data management for your e-commerce, saving you the manual task of transferring information between the two platforms.
Instantly record new purchases from Kajabi in Salesforce Essentials with this automation workflow. Whenever a new purchase occurs in Kajabi, the workflow creates a corresponding record in Salesforce Essentials. This process ensures accurate and efficient data management for your e-commerce, saving you the manual task of transferring information between the two platforms.
- When this happens...New Purchase
Triggers when an offer is purchased.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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