Close + Kajabi Integration

Integrate Close to Kajabi in one click, or tell Integrately AI how you want each lead handled. Capture form submissions, create leads, update contact details, and assign tasks in Close automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
  • 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
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2.
  • Close
    Search contact in Close
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close

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Ready Workflows Ready Workflows for Close + Kajabi Integration

Capture form submissions, create leads, update contact records, assign tasks, and trigger follow-up communications, all in just one click.

Most popular automationmost-popular-automations
Kajabi + Close Integration

Create Close contact from new Kajabi offer

As an online store owner, you're likely using Kajabi to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Kajabi with Close? This integration will allow you to automatically create a contact for each new offer in Close.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Kajabi flow

Send details to customer management, scheduling, email marketing, team chat, webinar platforms, and spreadsheets after your core automation runs. Pick a combination and activate it in one click.

Close
Kajabi
+
StripeStripe (3)
+
CalendlyCalendly (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
ZoomZoom (3)
+
Google SheetsGoogle Sheets (3)
K
C
S
When a Kajabi purchase is created, create a lead in Close and create a customer in Stripe.
Every Kajabi purchase immediately creates a lead in Close and registers a customer in Stripe without manual data entry.
K
C
S
When a Kajabi offer is created, update the lead in Close and create an invoice in Stripe.
Keep your Close records updated and generate a Stripe invoice automatically whenever a new Kajabi offer is created.
K
C
S
When a Kajabi form submission is added, create a lead in Close and create a payment link in Stripe.
Capture form submissions as leads in Close and generate a Stripe payment link instantly.

Supported triggers and actions for Close and Kajabi

Mix and match to build the exact automation you need

Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
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Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
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Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Search contact in Close
Finds and retrieves contact information
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
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Kajabi
Kajabi Triggers & Actions
Instant
Form submission is added in Kajabi
Triggers the automation when a form is filled
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Offer is created in Kajabi
Triggers the automation when a new offer is added
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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
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Tag is created in Kajabi
Triggers the automation when a tag is added
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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 Close + Kajabi?

Streamline your sales pipeline and content business operations with robust automated workflows.

What you can automate?
🚀
Sync Kajabi form submissions to Close leads
Capture every inbound prospect form submission and instantly create a corresponding lead in Close without lifting a finger.
📝
Capture every submitted field and answer
Map all custom form answers and user details from Kajabi into your Close lead records instead of just basic contact information.
🔔
Alert your team instantly on new purchases
Notify sales reps and managers the moment a new purchase is created in Kajabi so they can initiate outreach.
🔀
Route leads based on submitted tags or offers
Perform different follow-up actions in Close depending on which offer or tag a user selects in your online content platform.
🔄
Keep CRM lead data updated continuously
Automatically update existing contact records and opportunities in Close whenever customer information changes in Kajabi.
🛡️
Prevent duplicate records with smart search
Search existing contacts in Close before creating a new entry, ensuring your database remains clean and organized.
💳
Manage later status changes and purchases
Trigger automated CRM updates and customer notifications whenever a new purchase or offer is created in your store.
📊
Extend workflows to spreadsheets and tools
Connect your core automation to Google Sheets or Slack to log data and keep your team informed across your stack.
And much more...

Who is Close + Kajabi integration for?

Connecting Close and Kajabi eliminates manual data transfer for sales teams, marketers, and course creators who depend on accurate pipeline data.

Sales Managers
Sales Managers
Inside Sales Reps
Inside Sales Reps
Course Creators
Course Creators
Marketing Operations Teams
Marketing Operations Teams
Customer Success Leads
Customer Success Leads
Revenue Operations Specialists
Revenue Operations Specialists
📈
Sales Managers
You're reviewing conversion metrics in Close, but your team's tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new submission lands in the CRM instantly and your data stays current.
Inside Sales Reps
You need to act fast on inbound prospect inquiries, but new form submissions sit unnoticed in your course platform until someone checks manually, so high-intent leads go cold before you reach out — with this integration, every new submission triggers an instant CRM lead and alert.
📊
Course Creators
You answer to stakeholders who want to see daily course sales and student intake numbers, but cross-referencing platforms by hand takes hours every morning — with this integration, every purchase creates a lead and updates your records without manual effort.
🔄
Marketing Operations Teams
The volume of inbound form submissions and digital purchases is too high for anyone to keep up by hand, leading to missed contacts and duplicate entries — with this integration, every submission is processed and routed automatically.
🤝
Customer Success Leads
You own the onboarding stage and depend on someone upstream to hand over buyer details from the content platform, but information gets delayed — with this integration, every customer record appears in your CRM the moment a purchase is created.
📋
Revenue Operations Specialists
You need a reliable customer history across platforms and keep finding gaps where manual updates were forgotten, breaking your pipeline attribution — with this integration, every transaction and submission is recorded accurately.
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 Close + Kajabi

Build and manage your Close + 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 Close + 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
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Frequently Asked Questions

How do I connect Close to Kajabi?
Frequently Asked Questions
You can connect Close to Kajabi in 1 click using ready templates on Integrately, or use Integrately AI to build your custom workflow. With 42,000+ active users and 1,500+ integrations including Stripe, Slack, and Google Sheets, setting up automated sales pipelines is fast and reliable.
Can I automatically create a lead in Close when a form is submitted in Kajabi?
Frequently Asked Questions
Can I connect Close, Kajabi, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Kajabi?
Frequently Asked Questions
How does Close handle lead data during integration?
Frequently Asked Questions
How are form submissions and purchases managed in Kajabi?
Frequently Asked Questions
Do I need coding skills to integrate Close and Kajabi?
Frequently Asked Questions
Is the Close and Kajabi integration free?
Frequently Asked Questions
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You Can Also Connect Close or Kajabi With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close to CRMs, email tools, and messaging platforms to manage and follow up on your sales pipeline.
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Kajabi
Popular Kajabi Integrations
Sync Kajabi with marketing, payment, and analytics platforms to keep your online content business running smoothly.
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Kajabi Integrations arrow right
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