Kajabi + Salesforce Integration

Integrate Kajabi to Salesforce in one click, or tell Integrately AI how you want each submission handled. Capture lead details, update your CRM records, alert your team, and trigger automated follow-ups instantly.

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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
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Kajabi + Salesforce Integration

Capture lead submissions, update contact records, sync new purchases, notify your team, and send automated follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Kajabi + Salesforce Integration

Create Salesforce record for new Kajabi offer

With this Kajabi - Salesforce integration, whenever a new Kajabi offer is placed, a new Salesforce record will be created for it. This simple automation will help you keep track of your offers and make sure that each one is processed properly.

You can even customize your Salesforce spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
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Activate
Kajabi + Salesforce Integration

Create Salesforce 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 Salesforce? This integration will allow you to automatically create a contact for each new offer in Salesforce.

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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Activate
  • 1of2
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 Kajabi + Salesforce flow

Send lead data to marketing tools, sync payment records, and notify your team the moment actions occur. Pick a combination and activate it in one click.

Kajabi
Salesforce
+
MailchimpMailchimp (5)
+
ZoomZoom (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
K
S
M
Add every new Kajabi purchase to your Salesforce contacts, and add the subscriber to your Mailchimp audience.
New Kajabi purchases update your Salesforce contacts and reach your Mailchimp audience instantly without manual exporting.
K
S
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When a Kajabi form submission is added, create a Salesforce lead and update the subscriber tag in Mailchimp.
Form submissions create Salesforce leads and update subscriber tags in Mailchimp automatically.
K
S
M
If a Kajabi tag is created, update the Salesforce contact and add the subscriber to a Mailchimp campaign.
Tag updates in Kajabi trigger Salesforce record updates and enroll subscribers in targeted Mailchimp campaigns.
K
S
M
Use ChatGPT to summarise every Kajabi form submission, update the Salesforce record, and add the subscriber in Mailchimp.
ChatGPT summarises Kajabi form submissions before updating Salesforce records and updating Mailchimp lists.
K
S
M
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When a Kajabi purchase is completed, create a Salesforce opportunity, add the subscriber in Mailchimp, and notify your sales channel in Slack.
Completed purchases create Salesforce opportunities, update Mailchimp lists, and alert your team in Slack.

Supported triggers and actions for Kajabi and Salesforce

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
Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Kajabi + Salesforce?

Streamline your digital content sales and customer management workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync Kajabi form submissions to Salesforce records
Automatically create or update Salesforce contacts the moment a new form submission is added in Kajabi. Eliminate manual data entry and ensure your CRM is always up to date.
📥
Capture every submitted custom field
Map all available form answers and purchase attributes into your Salesforce records instead of just basic contact details. Your CRM database becomes a comprehensive source for review.
🔔
Notify your team instantly on Slack
Send instant alerts to your sales or support channel whenever a new purchase or form submission occurs. Keep your entire team informed the second a customer takes action.
🔀
Route records based on submitted data
Perform different actions depending on specific offers, tags, or form fields submitted in Kajabi. Direct high-value buyers and standard subscribers to the right pipelines automatically.
📝
Keep CRM data synchronized as activity changes
Automatically update contact records, opportunities, and accounts in Salesforce whenever related tags or site details are modified in Kajabi. Keep your records accurate over time.
🔍
Add or update records without creating duplicates
Search for existing contacts before creating new entries to keep your database clean. Prevent duplicate contact creation during high-traffic launch periods.
💳
Manage purchases and subscription milestones
Track order completions and offer creations across both platforms seamlessly. Ensure financial and customer records reflect the latest transaction status instantly.
🌐
Extend workflows to popular supporting tools
Connect your core Kajabi and Salesforce flow with Mailchimp, Google Sheets, or Slack to handle marketing campaigns, backups, and team notifications in a single pipeline.
And much more...

Who is Kajabi + Salesforce integration for?

Teams managing digital courses, memberships, and marketing content rely on seamless data syncing between Kajabi and Salesforce to eliminate manual entry errors.

Sales operations managers
Sales operations managers
Course creators
Course creators
Agency account executives
Agency account executives
Customer success teams
Customer success teams
Marketing directors
Marketing directors
Data analysts
Data analysts
📈
Sales operations managers
You're reviewing lead conversion numbers across campaigns, but your CRM contacts only update when someone manually exports form data, so the metrics you're reporting are always outdated — this integration means every new form submission lands in your CRM instantly and your pipeline stays current.
⚡
Course creators
You're selling online memberships and digital content on Kajabi, but customer purchase records take hours to reach your sales team, so follow-up calls happen too late — with this integration, every new purchase updates your CRM records instantly so you can engage buyers right away.
🤝
Agency account executives
You're managing client onboarding pipelines and need to report progress to stakeholders, but manual data transfers cause frustrating gaps, so your reports never match actual activity — automating both apps means every submission and purchase syncs perfectly into your tracking system.
🔄
Customer success teams
You're handling high volumes of new subscriber onboarding, but staff spend hours copying user details from your content platform into your database, so support tickets pile up — connecting these apps means client profiles populate automatically and your team can focus on onboarding.
🎯
Marketing directors
You depend on accurate campaign tagging and form submissions to trigger automated nurturing sequences, but delayed data syncs cause missed touchpoints, so prospective buyers slip through the cracks — this integration means lead data transfers instantly across your entire tech stack.
📋
Data analysts
You need a complete and reliable history of every customer interaction and purchase, but manual entry errors leave missing fields in your database, so your analytics are unreliable — automating both apps means every record is captured accurately without manual intervention.
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Why choose Integrately to automate Kajabi + Salesforce

Build and manage your Kajabi + Salesforce 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 + Salesforce 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.
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How Integrately Works?

1
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2
Connect Accounts
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Frequently Asked Questions

How do I connect Kajabi to Salesforce?
Frequently Asked Questions
You can connect Kajabi to Salesforce in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for you. It takes just minutes to link your accounts along with Mailchimp, Google Sheets, or Slack.
Can I automatically sync Kajabi form submissions to Salesforce contacts?
Frequently Asked Questions
Can I connect Kajabi, Salesforce, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Kajabi and Salesforce?
Frequently Asked Questions
How are Kajabi purchases handled in Salesforce?
Frequently Asked Questions
Can I update Salesforce lead records when a Kajabi tag is created?
Frequently Asked Questions
Do I need coding skills to automate Kajabi and Salesforce?
Frequently Asked Questions
Is the Kajabi and Salesforce integration free?
Frequently Asked Questions
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