Add leads to Follow Up Boss, create notes, and enroll in action plans from Kajabi form submissions

Manage your leads from Kajabi form submissions by creating or updating contacts in Follow Up Boss, adding relevant notes, and enrolling them in targeted action plans for richer engagement and effective follow-up.

Add leads to Follow Up Boss, create notes, and enroll in action plans from Kajabi form submissions

Workflow preview:

Zap details:

Overview

Manage your leads from Kajabi form submissions by creating or updating contacts in Follow Up Boss, adding relevant notes, and enrolling them in targeted action plans for richer engagement and effective follow-up.

Add leads to Follow Up Boss, create notes, and enroll in action plans from Kajabi form submissions