Kajabi + Salesforce

Create new Salesforce leads from new Kajabi purchases

Automate your sales funnel with this efficient workflow. Whenever a new purchase occurs inside the Kajabi app, it activates a process to craft a new lead in your Salesforce app. This seamless integration increases efficiency, ensuring no potential customer goes unnoticed and letting your sales team focus on nurturing relationships, not manual data entry. Make your purchase data work harder for you.

Automate your sales funnel with this efficient workflow. Whenever a new purchase occurs inside the Kajabi app, it activates a process to craft a new lead in your Salesforce app. This seamless integration increases efficiency, ensuring no potential customer goes unnoticed and letting your sales team focus on nurturing relationships, not manual data entry. Make your purchase data work harder for you.

  1. When this happens...
    KajabiKajabi
    New Purchase

    Triggers when an offer is purchased.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • SiteRequired

    • FormRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • Offer

    Trigger
    Instant
    Try It
    • SiteRequired

    • Tag

    Trigger
    Instant
    Try It
    • SiteRequired

    • OfferRequired

    • Member NameRequired

    • EmailRequired

    • External User IDRequired

    • Send Offer Grant Email?

    Action
    Write
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About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

Related categories

  • eCommerce

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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