Kajabi + Sage Intacct
Create new Sage Intacct contacts from completed Kajabi assessments
Easily manage your Kajabi assessments and Sage Intacct contacts in one smooth workflow. When an assessment is finalized in Kajabi, a new contact is instantly created in Sage Intacct. This efficient process eliminates the need for manual data entry, ensuring your contact list stays up-to-date, and allows you to focus more on the progress of your students.
Easily manage your Kajabi assessments and Sage Intacct contacts in one smooth workflow. When an assessment is finalized in Kajabi, a new contact is instantly created in Sage Intacct. This efficient process eliminates the need for manual data entry, ensuring your contact list stays up-to-date, and allows you to focus more on the progress of your students.
- When this happens...Assessment Completed
Trigger when someone completes an assessment.
- automatically do this!Create Contact
Triggers when a new contact is created.
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