Kajabi + Projekly – Project Management, CRM, HR & Invo Integration

Integrate Kajabi to Projekly – Project Management, CRM, HR & Invo in one click, or tell Integrately AI how you want each purchase handled. Track new sales, create projects, assign team tasks, and update client records 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
  • Projekly – Project Management, CRM, HR & Invo
    Client is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Lead is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Event is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Invoice is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Task is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Project is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Product is created in Projekly – Project Management, CRM, HR & Invo
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2.
  • Projekly – Project Management, CRM, HR & Invo
    Update product in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Search product in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Update project in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Search project in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Update invoice in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Search invoice in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create event in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create invoice in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create task in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create project in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create product in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create client in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create ticket in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create employee in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create lead in Projekly – Project Management, CRM, HR & Invo

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Ready Workflows Ready Workflows for Kajabi + Projekly – Project Management, CRM, HR & Invo Integration

Track purchases, create projects, assign tasks, update client records, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Kajabi + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly client 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' client information.

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

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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Kajabi + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly task for new Kajabi offer

To stay on top of the new Kajabi offers, task creation in Projekly is essential. For example, entering Kajabi offers into inventory systems and keeping track of customers' shipping expectations can help streamline productivity. Additionally, setting up robust processes to ensure the timely delivery of goods and accurate offer processing will keep customers satisfied.

With an organized system in place for managing Kajabi offers, businesses will have an easier time reaching success. Finally, businesses must also stay up-to-date on trends and consumer behavior. By understanding customer interests and needs, project managers can better determine the resources necessary to meet their expectations.

This deepened level of insight will help ensure that businesses are providing customers with the best possible shopping experience. With these strategies in place, businesses will be well-equipped to manage their Kajabi offers and stay competitive.
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Connect more apps to your Kajabi + Projekly – Project Management, CRM, HR & Invo flow

Connect your core automation with payment gateways, customer communication tools, marketing platforms, and storage solutions. Pick a combination and activate it in one click.

Kajabi
Projekly – Project Management, CRM, HR & Invo
+
StripeStripe (4)
+
ZoomZoom (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
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Google SheetsGoogle Sheets (4)
K
P
S
Create a Projekly – Project Management, CRM, HR & Invo project when a Kajabi purchase is created, and log the transaction in Stripe.
Every Kajabi purchase triggers a new project in Projekly – Project Management, CRM, HR & Invo while Stripe records the payment details instantly.
K
S
P
Create a Projekly – Project Management, CRM, HR & Invo client for every new Stripe customer after a Kajabi purchase.
Stripe payment data links directly with Kajabi purchases to create an active client record in Projekly – Project Management, CRM, HR & Invo.
K
S
P
Create a Projekly – Project Management, CRM, HR & Invo invoice when a Stripe payment succeeds following a Kajabi purchase.
Stripe payment confirmation triggers an invoice in Projekly – Project Management, CRM, HR & Invo based on the original Kajabi purchase.
K
S
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When a Stripe payment fails on a Kajabi purchase, create a support ticket in Projekly – Project Management, CRM, HR & Invo.
Failed Stripe charges on Kajabi purchases automatically generate a support ticket in Projekly – Project Management, CRM, HR & Invo for quick resolution.

Supported triggers and actions for Kajabi and Projekly – Project Management, CRM, HR & Invo

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
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No action is available
Projekly – Project Management, CRM, HR & Invo
Projekly – Project Management, CRM, HR & Invo Triggers & Actions
Client is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new client is created
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Lead is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new lead is created
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Event is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new event is created
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Invoice is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new invoice is created
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Task is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new task is created
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Project is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new project is created
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Product is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new product is created
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Update product in Projekly – Project Management, CRM, HR & Invo
Updates a product
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Search product in Projekly – Project Management, CRM, HR & Invo
Searches for a product
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Update project in Projekly – Project Management, CRM, HR & Invo
Updates a project
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Search project in Projekly – Project Management, CRM, HR & Invo
Searches for a project
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Update invoice in Projekly – Project Management, CRM, HR & Invo
Updates an invoice
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Search invoice in Projekly – Project Management, CRM, HR & Invo
Searches for an invoice
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Create event in Projekly – Project Management, CRM, HR & Invo
Creates a new event
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Create invoice in Projekly – Project Management, CRM, HR & Invo
Creates a new invoice
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Create task in Projekly – Project Management, CRM, HR & Invo
Creates a new task
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Create project in Projekly – Project Management, CRM, HR & Invo
Creates a new project
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Create product in Projekly – Project Management, CRM, HR & Invo
Creates a new product
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Create client in Projekly – Project Management, CRM, HR & Invo
Creates a new client
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Create ticket in Projekly – Project Management, CRM, HR & Invo
Creates a new ticket
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Create employee in Projekly – Project Management, CRM, HR & Invo
Creates a new employee
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Create lead in Projekly – Project Management, CRM, HR & Invo
Creates a new lead
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What can you automate with Kajabi + Projekly – Project Management, CRM, HR & Invo?

Streamline your digital content business by connecting sales events directly to project management and CRM workflows.

What you can automate?
🚀
Turn every Kajabi purchase into a Projekly – Project Management, CRM, HR & Invo project
Initialize a new project in Projekly – Project Management, CRM, HR & Invo the moment a customer completes a purchase in Kajabi. Kick off your delivery pipeline instantly without manual data entry.
📝
Capture every submitted form field into your workflows
Map custom form questions and customer details from Kajabi submissions directly into your Projekly – Project Management, CRM, HR & Invo tasks and client records.
🔔
Alert your team the second a new sale happens
Notify staff members immediately via Slack or messaging apps whenever a new purchase is created or a form submission is received in Kajabi.
🔀
Route records based on submitted criteria
Send high-value purchases to priority project boards in Projekly – Project Management, CRM, HR & Invo while routing standard inquiries to general task queues automatically.
🔄
Keep client profiles up to date as details change
Synchronize customer updates across Kajabi and Projekly – Project Management, CRM, HR & Invo so your client records always reflect current contact and purchase information.
🔍
Search and update instead of creating duplicates
Check whether a client already exists in Projekly – Project Management, CRM, HR & Invo before creating a new record, updating their profile with new Kajabi purchase data.
💳
Manage subscription and payment status updates
Trigger follow-up tasks or invoice updates in Projekly – Project Management, CRM, HR & Invo when payment events occur or offers are modified in Kajabi.
🔌
Extend your workflow to external apps like Slack
Connect your core Kajabi and Projekly – Project Management, CRM, HR & Invo automation with Slack, Google Sheets, or Stripe to handle multi-step business operations.
And much more...

Who is Kajabi + Projekly – Project Management, CRM, HR & Invo integration for?

Connect your course sales and client operations to eliminate manual handoffs, keep records accurate, and accelerate team execution across every department.

Course creators and educators
Course creators and educators
Sales and admissions teams
Sales and admissions teams
Client success managers
Client success managers
Operations directors
Operations directors
Fulfillment and delivery staff
Fulfillment and delivery staff
Finance and admin teams
Finance and admin teams
📈
Course creators and educators
You're selling digital content on Kajabi but your project tracking sheet only updates when someone manually exports buyer lists, so the enrollment counts you're reviewing are always a few hours behind — with this integration, every new purchase lands in your system instantly and your data stays current.
⚡
Sales and admissions teams
You receive form submissions on Kajabi but find out about prospective leads too late because manual CRM entry takes hours every morning — automating both apps means every inquiry creates an active lead immediately and your sales pipeline stays fully updated.
🤝
Client success managers
You answer to clients who want to see immediate progress after buying a course or service, but onboarding details get lost between platforms — connecting these apps means every new customer triggers an instant project setup and your clients always see up-to-date progress.
📊
Operations directors
The volume of daily course enrollments is too high for your team to keep up by hand, leading to missed client records and billing errors — this integration means every transaction establishes structured tasks automatically and your operational volume flows without bottlenecks.
👥
Fulfillment and delivery staff
You own the client onboarding step and depend on someone upstream to hand over purchase details before you can begin work — automating both apps means every new sale immediately opens your required task lists and your team starts delivery right away.
🗂️
Finance and admin teams
You need a reliable transaction history but keep finding gaps between your storefront sales and accounting records — integrating these apps means every payment generates precise invoices and client profiles, giving you a complete and auditable financial trail.
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Why choose Integrately to automate Kajabi + Projekly – Project Management, CRM, HR & Invo

Build and manage your Kajabi + Projekly – Project Management, CRM, HR & Invo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

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Connect Kajabi + Projekly – Project Management, CRM, HR & Invo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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AI that builds your automations
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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.
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Frequently Asked Questions

How do I connect Kajabi to Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
You can connect Kajabi to Projekly – Project Management, CRM, HR & Invo in 1 click using ready workflows or ask Integrately AI to build the automation and map the fields. You can also integrate apps like Slack, Google Sheets, and Stripe with 42,000+ active users relying on Integrately.
Can I automatically create projects in Projekly – Project Management, CRM, HR & Invo from Kajabi purchases?
Frequently Asked Questions
Can I connect Kajabi, Projekly – Project Management, CRM, HR & Invo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kajabi and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
How are Kajabi form submissions handled in Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Can I sync customer data from Projekly – Project Management, CRM, HR & Invo back to Kajabi?
Frequently Asked Questions
Do I need coding skills to automate Kajabi and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Is the Kajabi and Projekly – Project Management, CRM, HR & Invo integration free?
Frequently Asked Questions
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