Agile CRM + Kajabi Integration

Integrate Agile CRM to Kajabi in one click, or tell Integrately AI how you want each form submission handled. Capture lead details, create contacts, update deals, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Kajabi
    Form submission is added in Kajabi Instant
  • Kajabi
    Offer is created in Kajabi
  • Kajabi
    Purchase is created in Kajabi Instant
  • Kajabi
    Site is created in Kajabi
  • Kajabi
    Tag is created in Kajabi
  • Kajabi
    Form is created in Kajabi
Arrow Right
2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready WorkflowsReady Workflows   for Agile CRM + Kajabi Integration

Capture form submissions, create contacts, update deals, trigger campaigns, and send notifications, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Agile CRM + Kajabi flow

Sync subscriber data with billing tools, email platforms, video conferencing, spreadsheets, messaging apps, and scheduling tools after your core workflow runs. Pick a combination and activate it in one click.

Agile CRM
Kajabi
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
ZoomZoom (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
K
A
S
When a Kajabi form submission is added, create an Agile CRM contact and create a customer in Stripe.
Every Kajabi form submission instantly creates an Agile CRM contact and a Stripe customer record, eliminating manual data entry between your sales and billing tools.
K
A
S
When a Kajabi purchase is created, create an Agile CRM deal and record a charge in Stripe.
New Kajabi purchases automatically generate an Agile CRM deal and log the charge in Stripe, keeping your revenue and pipeline updated in real time.
K
A
S
When a Kajabi offer is created, add an Agile CRM note and create a Stripe product.
New Kajabi offers automatically update Agile CRM with an activity note and set up the corresponding product in Stripe.
K
A
S
When a Kajabi tag is created, update the Agile CRM contact and create a Stripe coupon.
New Kajabi tags update Agile CRM records and automatically generate a corresponding discount coupon in Stripe.

Supported triggers and actions for Agile CRM and Kajabi

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
Try it →
Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
Try it →
Deal is created in Agile CRM
Triggers the automation when a deal is created
Try it →
Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
Try it →
Task is created in Agile CRM
Triggers the automation when a new task is created
Try it →
Event is created in Agile CRM
Triggers the automation when a new event is created
Try it →
Case is created in Agile CRM
Triggers the automation when a new case is created
Try it →
Create contact in Agile CRM
Adds a new contact to the database
Try it →
Update contact in Agile CRM
Updates contact information with new details
Try it →
Add score to contact in Agile CRM
Assigns a score to a contact
Try it →
Add tag to contact in Agile CRM
Assigns a tag to a contact
Try it →
Create deal in Agile CRM
Generates a new deal with
Try it →
Create task in Agile CRM
Creates a new task
Try it →
Add note in Agile CRM
Adds a note to the selected item
Try it →
Search contact in Agile CRM
Finds and retrieves contact information
Try it →
Search company in Agile CRM
Finds information about a company
Try it →
Create company in Agile CRM
Generates a new company profile with given details
Try it →
Subscribe to campaign in Agile CRM
Subscribes to a campaign
Try it →
Add event in Agile CRM
Schedule an event
Try it →
Kajabi
Kajabi Triggers & Actions
Instant
Form submission is added in Kajabi
Triggers the automation when a form is filled
Try it →
Offer is created in Kajabi
Triggers the automation when a new offer is added
Try it →
Instant
Purchase is created in Kajabi
Triggers the automation when a new purchase is created
Try it →
Site is created in Kajabi
Triggers the automation when a new site is created
Try it →
Tag is created in Kajabi
Triggers the automation when a tag is added
Try it →
Form is created in Kajabi
Triggers the automation when a new form is created
Try it →
No action is available

What can you automate with Agile CRM + Kajabi?

Streamline your content marketing and CRM operations with automated data syncing and instant customer updates.

What you can automate?
🔄
Sync every form submission to your CRM automatically
Capture every Kajabi form submission and create a corresponding Agile CRM contact the moment a prospect signs up. Eliminate manual copy-pasting and ensure zero leads slip through the cracks.
📋
Capture every submitted field in your customer records
Map all available form answers and customer details directly into Agile CRM fields instead of just names and emails. Your CRM profiles become richer sources for sales follow-up.
🔔
Alert your sales team the second a lead arrives
Trigger instant notifications in your team communication channels whenever a new form submission or purchase occurs. Response times improve because your team knows immediately when prospects engage.
🔀
Route contacts based on submitted form criteria
Apply conditional logic to direct high-value prospects to senior sales reps while standard inquiries route to general lists. Every lead receives appropriate attention based on their exact input.
🔄
Keep customer profiles updated as status changes
Ensure your CRM reflects the latest customer activity by updating contact tags and deal stages whenever customer behavior shifts in your content platform.
🔍
Prevent duplicate records with smart search and update
Check whether a contact already exists in Agile CRM before creating a new entry, updating existing profiles with fresh form data instead of cluttering your database with duplicates.
💳
Handle purchases, renewals, and refunds seamlessly
Automatically update deal milestones in Agile CRM when purchases are created, tags are adjusted, or offers change in Kajabi. Your pipeline accurately reflects customer lifetime value.
🌐
Extend your core workflow to popular business apps
Connect your Agile CRM and Kajabi workflow with billing systems, email tools, spreadsheets, and messaging platforms to build a multi-step automation tailored to your exact stack.
And much more...

Who is Agile CRM + Kajabi integration for?

Connect Kajabi content workflows with Agile CRM management to eliminate manual data entry, streamline lead handoffs, and keep your customer records accurate.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Client success managers
Client success managers
Operations leads
Operations leads
Account executives
Account executives
Data administrators
Data administrators
📈
Performance marketers
You're running content campaigns across multiple channels but your tracking records only update when someone manually exports submissions, so the lead counts you're optimising against are always a few hours behind — this integration means every new form submission lands in your CRM instantly and your campaign data stays current.
Sales development reps
You need to reach out to inbound prospects immediately, but contact details sit trapped in form notifications until someone copies them over, so hot leads cool down before you make contact — automating both apps means every submission creates a contact instantly and your team can follow up within minutes.
🤝
Client success managers
You answer to stakeholders who want immediate progress updates on new student signups, but manual tracking leaves gaps in your client history reports — connecting these apps means every purchase updates your records automatically and your status logs remain audit-ready.
📊
Operations leads
The volume of content purchases is too high for anyone to keep up by hand, and manual data entry errors are corrupting customer profiles — automating both apps means every purchase and form submission processes without human intervention and your database stays clean.
🎯
Account executives
You own the sales follow-up stage and depend on marketers to hand over complete lead details, but missing fields delay your initial outreach calls — this integration means every contact arrives with full submission notes attached and your pipeline moves smoothly.
📑
Data administrators
You need a reliable history of customer interactions across platforms, but disconnected tools create fragmented records and missing touchpoints — automating both apps means every tag and form submission logs cleanly into your CRM without gaps.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Agile CRM + Kajabi

Build and manage your Agile CRM + Kajabi automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + Kajabi with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Agile CRM to Kajabi?
Frequently Asked Questions
You can connect Agile CRM to Kajabi in 1 click using ready automation templates on Integrately. Simply select your preferred workflow, authenticate both accounts, and let Integrately AI handle the setup.
Can I automatically create Agile CRM contacts from Kajabi form submissions?
Frequently Asked Questions
Can I connect Agile CRM, Kajabi, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Kajabi?
Frequently Asked Questions
How does Agile CRM handle new contacts from Kajabi?
Frequently Asked Questions
How do Kajabi purchases update my Agile CRM deals?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Kajabi?
Frequently Asked Questions
Is the Agile CRM and Kajabi integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Kajabi With 1500+ Other Apps

Agile CRM
Popular Agile CRM Integrations
Connect Agile CRM to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
See All
Agile CRM Integrations arrow right
No popular apps found
Kajabi
Popular Kajabi Integrations
Sync Kajabi with marketing, analytics, and member management tools to keep content delivery running smoothly.
See All
Kajabi Integrations arrow right
No popular apps found