Kajabi + SmartMatchApp

Manage new, updated or deleted SmartMatchApp clients by creating form submissions in Kajabi

Streamline your client management process with this workflow. When changes occur to client details in SmartMatchApp, a new form is promptly generated in Kajabi. This consistent process ensures your client data remains up-to-date across both platforms, offering a simple solution for maintaining orderly client records while saving valuable time.

Streamline your client management process with this workflow. When changes occur to client details in SmartMatchApp, a new form is promptly generated in Kajabi. This consistent process ensures your client data remains up-to-date across both platforms, offering a simple solution for maintaining orderly client records while saving valuable time.

  1. When this happens...
    SmartMatchAppSmartMatchApp
    New, Updated or Deleted Client

    Triggers when a client changed.

    TriggerInstant
  2. automatically do this!
    KajabiKajabi
    ActionWrite
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Supported triggers and actions

  • SmartMatchApp triggers, actions, and search

    Create Client (Deprecated)

    Creates a new client. Please use "Create or Update Client" instead.

    Action
    Write
    • Client IDRequired

    Action
    Write
    • Fullname

    • Search by primary phone

    • Search by primary email

    • Is Submitted

    • Is Archived

    Action
    Search
    • SiteRequired

    • FormRequired

    Trigger
    Instant
    Try It
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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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smartmatchapp logo

About SmartMatchApp

SmartMatchApp is a matchmaking and membership CRM to organize and optimize the process of matching, introducing, and connecting people.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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