Kajabi + Refersion Integration

Integrate Kajabi to Refersion in one click, or tell Integrately AI how you want each purchase handled. Track new customers, register affiliates, update your marketing records, and sync data automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
Arrow Right
2.
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion

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Ready Workflows Ready Workflows for Kajabi + Refersion Integration

Register new customers as affiliates, track conversions, update records, and notify your team, all in just one click.

Most popular automationmost-popular-automations
Kajabi + Refersion Integration

Create Refersion affiliate for new Kajabi offer

When a new Kajabi offer is placed, it's important to create a Refersion affiliate 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 Refersion affiliate 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 Refersion affiliate for every Kajabi offer, you can maximize your chances of success with each customer.
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Connect more apps to your Kajabi + Refersion flow

Sync customer purchases and affiliate data with your core business stack to keep every team aligned. Pick a combination and activate it in one click.

Kajabi
Refersion
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
ActiveCampaignActiveCampaign (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
+
ZoomZoom (4)
K
R
S
Create a Refersion affiliate when a purchase is created in Kajabi, and record the payment in Stripe.
New Kajabi purchases instantly create Refersion affiliates while logging transaction details in Stripe, eliminating manual data entry across systems.
S
R
K
When a payment is created in Stripe, create an affiliate in Refersion and add a tag in Kajabi.
Stripe payments automatically register Refersion affiliates and update customer access tags in Kajabi without manual intervention.
S
R
K
If a Stripe payment fails, add a conversion cancellation in Refersion and update the customer status in Kajabi.
Failed payments in Stripe immediately cancel pending affiliate conversions in Refersion and update customer records in Kajabi.
S
C
R
K
Use ChatGPT to review Stripe payment notes, create a Refersion affiliate, and update the member record in Kajabi.
ChatGPT analyzes incoming Stripe payment notes before registering a Refersion affiliate and updating Kajabi records.

Supported triggers and actions for Kajabi and Refersion

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
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
Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
Try it →
Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
Try it →
Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
Try it →
Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
Try it →
Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
Try it →
Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
Try it →
Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
Try it →
Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
Try it →
Create affiliate in Refersion
Generates unique referral links for affiliate partners
Try it →
Search affiliate in Refersion
Searches for a particular affiliate partner
Try it →
Get affiliate in Refersion
Retrieves details of an affiliate partner
Try it →
Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
Try it →

What can you automate with Kajabi + Refersion?

Connect your course sales and affiliate network management to eliminate manual administrative work.

What you can automate?
🚀
Automate affiliate creation from new course purchases
Instantly register a new affiliate in Refersion the moment a customer completes a purchase in Kajabi. Remove manual data entry and ensure every buyer is tracked correctly from day one.
📋
Capture every submitted form field accurately
Map all available Kajabi form submission answers directly into Refersion profile fields instead of just basic contact names. Your partner records capture complete context for review and management.
🔔
Alert your team the moment affiliates sign up
Notify your marketing or sales channel instantly whenever a new purchase creates a Refersion affiliate. Keep your staff informed without checking dashboards manually.
🔀
Route partners based on submitted form criteria
Check submitted Kajabi form details to determine affiliate tiers automatically. Assign high-value partners to specialized programs without sorting records by hand.
🔄
Keep affiliate status records synchronized
Update Refersion affiliate profiles automatically whenever membership details or tags change in Kajabi. Maintain consistent account information across your entire software stack.
🔍
Prevent duplicate profiles with smart matching
Search existing Refersion records before creating new affiliate accounts to avoid duplicate entries. Keep your database clean and organized effortlessly.
💳
Handle payment cancellations and refunds
Process conversion cancellations in Refersion automatically whenever a transaction fails or gets refunded in your payment processor. Protect your program from improper commission payouts.
📊
Extend your workflow to external spreadsheets
Log every Kajabi purchase and Refersion affiliate signup into Google Sheets automatically. Create custom master logs and reporting views without manual data exports.
And much more...

Who is Kajabi + Refersion integration for?

Affiliate managers, course creators, and marketing teams streamline tracking, eliminate manual data entry, and keep program metrics accurate across Kajabi and Refersion.

Performance marketers
Performance marketers
Affiliate managers
Affiliate managers
Agency owners
Agency owners
Operations leads
Operations leads
Sales reps
Sales reps
Finance teams
Finance teams
📈
Performance marketers
You're managing course launches in Kajabi, but your affiliate data only updates when someone manually exports records, so your campaign reporting is always hours behind — this integration means every new purchase instantly registers affiliates and your numbers stay current.
🤝
Affiliate managers
You're onboarding new partners through Kajabi signups, but approval notifications arrive too late for timely outreach, so partners wait days for their tracking links — automating both apps means every buyer gets registered instantly and engagement starts right away.
📊
Agency owners
You're reporting client campaign results to stakeholders who expect real-time revenue visibility, but siloed tools force hours of manual reconciliation — integrating these apps means conversion data flows seamlessly and reports are always accurate.
Operations leads
You're handling high volumes of course purchases during enrollment peaks, but manual affiliate provisioning cannot keep up with the order flow — this integration means every transaction triggers instant account creation and your workflow never stalls.
👥
Sales reps
You're depending on upstream form submissions to kick off partner outreach, but delayed handoffs leave promising affiliates waiting — connecting these apps means lead details arrive in your hands immediately so you can close faster.
💰
Finance teams
You're auditing commission payouts and trying to reconcile mismatched records between course sales and affiliate software, but constant data gaps create auditing headaches — automating both apps means every transaction and cancellation is logged reliably.
Our team

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

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Why choose Integrately to automate Kajabi + Refersion

Build and manage your Kajabi + Refersion 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 + Refersion 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 Refersion?
Frequently Asked Questions
You can connect Kajabi to Refersion instantly using ready-made workflows or Integrately AI. With 1,500+ integrations including Stripe, Mailchimp, and Google Sheets, setup takes just one click.
Can I automatically create a Refersion affiliate when a purchase happens in Kajabi?
Frequently Asked Questions
Can I connect Kajabi, Refersion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kajabi and Refersion?
Frequently Asked Questions
How does Kajabi handle form submissions and purchases in this integration?
Frequently Asked Questions
How does Refersion manage affiliate status changes with Kajabi?
Frequently Asked Questions
Do I need coding skills to connect Kajabi and Refersion?
Frequently Asked Questions
Is the Kajabi and Refersion integration free?
Frequently Asked Questions
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You Can Also Connect Kajabi or Refersion With 1500+ Other Apps

Kajabi
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Refersion
Popular Refersion Integrations
Sync Refersion with finance, reporting, and communication tools to streamline affiliate network management and payouts.
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