Kajabi + Salesforce

Grant access to Kajabi offers when new or updated Salesforce files on record occur

Whenever there's a new or updated file in Salesforce, this workflow ensures that access is immediately granted to an offer in Kajabi. This not only streamlines your business process but also ensures timely access to crucial data, eliminating manual data entry or waiting periods. Promote agility in your business with this dynamic Salesforce and Kajabi integration.

Whenever there's a new or updated file in Salesforce, this workflow ensures that access is immediately granted to an offer in Kajabi. This not only streamlines your business process but also ensures timely access to crucial data, eliminating manual data entry or waiting periods. Promote agility in your business with this dynamic Salesforce and Kajabi integration.

  1. When this happens...
    SalesforceSalesforce
    New or Updated File on Record

    Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

    TriggerPolling
  2. automatically do this!
    KajabiKajabi
    Grant Access to an Offer

    Grants a new or existing member access to an Offer and its Products.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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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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  • eCommerce

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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  • CRM (Customer Relationship Management)

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