Kajabi + Platform.ly Integration

Integrate Kajabi to Platform.ly in one click, or tell Integrately AI how you want each lead handled. Capture new submissions, create and update contacts, apply tags, and trigger tailored follow-ups automatically.

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1.
  • 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
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
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2.
  • Platform.ly
    Create Contact in Platform.ly
  • Platform.ly
    Update Contact in Platform.ly
  • Platform.ly
    Add tag to a contact in Platform.ly
  • Platform.ly
    Search contact in Platform.ly
  • Platform.ly
    Add note to contact in Platform.ly
  • Platform.ly
    Remove tag from contact in Platform.ly
  • Platform.ly
    Remove all tags from contact in Platform.ly
  • Platform.ly
    Add segment to contact in Platform.ly
  • Platform.ly
    Remove segment from contact in Platform.ly
  • Platform.ly
    Remove all segments from contact in Platform.ly

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Ready Workflows Ready Workflows for Kajabi + Platform.ly Integration

Capture new form submissions, create and update contacts, apply tags, and organise customer segments, all in just one click.

Most popular automationsmost-popular-automations
Kajabi + Platform.ly Integration

Create Platform.ly contact for new Kajabi offer

When a new Kajabi offer is placed, it's important to create a Platform.ly contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Platform.ly contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Platform.ly contact for every Kajabi offer, you can maximize your chances of success with each customer.
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Connect more apps to your Kajabi + Platform.ly flow

Send lead details to your CRM, notify your team on messaging apps, and keep financial records updated instantly. Pick a combination and activate it in one click.

Kajabi
Platform.ly
+
StripeStripe (3)
+
ZoomZoom (3)
+
ActiveCampaignActiveCampaign (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
K
P
S
Add every new Kajabi form submission to Platform.ly, and create a customer in Stripe
Kajabi form submissions appear in Platform.ly as new contacts and create corresponding customers in Stripe instantly.
K
P
S
When a Kajabi purchase is created, update your Platform.ly contact and create a Stripe invoice
New Kajabi purchases update your Platform.ly contact records and generate formal invoices in Stripe automatically.
K
P
S
Use ChatGPT to summarise every Kajabi form submission, create a Platform.ly contact, and add a Stripe customer note
ChatGPT summarises Kajabi form submissions before creating a Platform.ly contact and adding a note in Stripe.

Supported triggers and actions for Kajabi and Platform.ly

Mix and match to build the exact automation you need

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
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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
Platform.ly
Platform.ly Triggers & Actions
Contact is created in Platform.ly
Triggers the automation when a new contact is created
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Tag is created in Platform.ly
Triggers the automation when a tag is added
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Custom field is created in Platform.ly
Triggers the automation when a new custom field is created
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Segment is created in Platform.ly
Triggers the automation when a segment is created
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Create Contact in Platform.ly
Adds a new contact to the database
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Update Contact in Platform.ly
Updates contact information with new details
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Add tag to a contact in Platform.ly
Adds a tag to a contact
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Search contact in Platform.ly
Finds and retrieves contact information
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Add note to contact in Platform.ly
Adds notes to a contact's profile
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Remove tag from contact in Platform.ly
Untag the contact
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Remove all tags from contact in Platform.ly
Removes all tags from a contact
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Add segment to contact in Platform.ly
Categorize contacts into segments based on predefined criteria
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Remove segment from contact in Platform.ly
Removes a segment from a contact
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Remove all segments from contact in Platform.ly
Removes all segments from a contact
Try it →

What can you automate with Kajabi + Platform.ly?

Streamline your customer data and marketing workflows with reliable automated actions.

What you can automate?
🔄
Sync new form submissions into contacts
Automatically create a contact in Platform.ly the moment a form submission is added in Kajabi. Eliminate manual data entry and ensure every lead is captured immediately.
📋
Capture every submitted field and question
Map all available form fields from Kajabi submissions into detailed Platform.ly contact properties. Maintain complete records for every customer inquiry.
🔔
Alert your team instantly on new purchases
Send immediate notifications when a new purchase is created in Kajabi. Keep your sales and support teams informed without manual check-ins.
🔀
Route contacts based on submitted tags
Apply different tags or segments in Platform.ly depending on the specific offer or form selected in Kajabi. Tailor your marketing outreach automatically.
✏️
Keep contact profiles updated as data changes
Automatically update existing records in Platform.ly whenever student details or purchase statuses change in Kajabi. Prevent outdated profile information.
🔍
Search and update instead of creating duplicates
Check whether a contact already exists in Platform.ly before creating a new record. Keep your database clean and free of duplicate entries.
💳
Handle purchase events and status changes
Trigger automated marketing updates whenever a purchase is created or an offer is updated in Kajabi. Align your customer lifecycle stages effortlessly.
📊
Log customer data into Google Sheets
Extend your Kajabi and Platform.ly workflow by automatically recording every new submission row in Google Sheets for backup reporting and review.
And much more...

Who is Kajabi + Platform.ly integration for?

Connecting Kajabi and Platform.ly helps creators, marketers, and business owners streamline customer data, automate marketing campaigns, and eliminate manual entry.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Agency account managers
Agency account managers
Course creators
Course creators
Customer success teams
Customer success teams
Operations leads
Operations leads
📈
Performance marketers
You're running marketing campaigns across multiple funnel pages but your tracking sheet only updates 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 system instantly and your data stays current.
⚡
Sales development reps
You need to follow up with high-intent buyers immediately, but notification delays mean you discover new purchases long after checkout happens — automating both apps means every new buyer record appears in your pipeline at once and you can initiate outreach without waiting.
📋
Agency account managers
You report on client growth metrics every week, but fragmented sign-up data forces you to manually compile customer lists from separate dashboards — connecting these apps means all new contacts flow into one source of truth and your status reports are ready on demand.
🚀
Course creators
Your membership platform handles high volumes of new student sign-ups daily, and copying student details into your email marketing tool by hand causes severe backlogs — with this integration, every student purchase updates your marketing database automatically and your onboarding sequence triggers without delay.
🤝
Customer success teams
You own the onboarding journey and depend on marketing teams to hand over new client details before you can schedule welcome calls — integrating these apps means new buyer submissions arrive in your workspace instantly and you can kick off client onboarding right away.
🗂️
Operations leads
You need a reliable customer history across your tech stack, but inconsistent record syncing leaves gaps in your transaction logs and contact profiles — automating both apps means every interaction is recorded accurately and your audit trail remains complete.
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Why choose Integrately to automate Kajabi + Platform.ly

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

1,500+ apps connected
1,500+ apps connected
Connect Kajabi + Platform.ly 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Kajabi to Platform.ly?
Frequently Asked Questions
You can connect Kajabi to Platform.ly in 1-click using ready templates on Integrately, alongside tools like Stripe, Google Sheets, and Slack. It takes minutes to set up your workflow or ask Integrately AI to build it for you.
Can I automatically create Platform.ly contacts from Kajabi form submissions?
Frequently Asked Questions
Can I connect Kajabi, Platform.ly, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Kajabi and Platform.ly?
Frequently Asked Questions
How does Kajabi handle contact data syncing here?
Frequently Asked Questions
How does Platform.ly manage incoming contacts from Kajabi?
Frequently Asked Questions
Can I automate Kajabi and Platform.ly without coding?
Frequently Asked Questions
Is the Kajabi and Platform.ly integration free?
Frequently Asked Questions
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You Can Also Connect Kajabi or Platform.ly With 1500+ Other Apps

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Platform.ly
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Sync Platform.ly with CRM systems, analytics dashboards, and productivity tools to manage customer engagement across channels.
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