Kajabi + Sage Intacct
Create new Sage Intacct contacts from new purchases in Kajabi
Effortlessly manage your customer data with this streamlined workflow. Once set up, every time a new purchase is made in Kajabi, a corresponding contact is created in Sage Intacct. This way, you have all essential customer information in one place, making financial tracking and reporting simpler, more accurate, and efficient.
Effortlessly manage your customer data with this streamlined workflow. Once set up, every time a new purchase is made in Kajabi, a corresponding contact is created in Sage Intacct. This way, you have all essential customer information in one place, making financial tracking and reporting simpler, more accurate, and efficient.
- When this happens...New Purchase
Triggers when an offer is purchased.
- automatically do this!Create Contact
Triggers when a new contact is created.
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About Kajabi
Kajabi is an all in one platform for selling, marketing, and delivering your online content.
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About Sage Intacct
Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.