1.Detects new purchase details
Integrate Kajabi and onboarding systems to pass buyer email, name, purchase tier, and scheduled session data to the workflow.
Add new buyers to nurture and sales queue
Automatically monitor new Kajabi purchases across Kit, Bonjoro, Fomo, and Slack. Get instant subscriber tagging, onboarding video tasks, and sales alerts when a new purchase, a VIP tier purchase, or a scheduled session date—so you can protect lead flow, speed onboarding, and alert sales without manual follow-up.
How this automation accelerates buyer onboarding handoffs
When new Kajabi purchases happen, delays can stall onboarding and sales outreach. This automation finds or creates subscribers, adds tier and cohort tags, creates onboarding video tasks, and alerts sales with social proof—so your team can move faster.
カジャビor swap with your favorite app
2.Finds or creates subscriber
Integrate Kit and email subscriber tools to search by email and update or create a subscriber record for handoff.
キットor swap with your favorite app
3.Adds tier and cohort tags
Integrate Kit and tagging systems to apply tier specific tags and a cohort or new purchase tag to the subscriber.
4.Creates onboarding video task
Integrate Bonjoro and task automation tools to create a video task and include scheduled session notes.
Bonjoroor swap with your favorite app
5.Creates social proof event
Integrate Fomo and analytics event tools to create a social proof event using buyer first name and anonymized data.
Fomoor swap with your favorite app
6.Sends sales alert message
Slack and notification tools to send a private message to salesとbuyer details and scheduled session date.の統合
Slackor swap with your favorite app
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自動リードルーティング、担当者アラート、CRM更新で営業の引き渡しを加速しましょう
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ステップ 1
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ステップ 2
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
ステップ 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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