An automated workflow using zapier
Connects HubSpot + Kajabi
Submit Kajabi forms on behalf of new HubSpot contacts and grant them access to an offer
About this workflow template
This automation scenario allows you to connect HubSpot and Kajabi
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
HubSpot and Kajabi can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in HubSpot
New Contact in HubSpot
Triggers when new contact is available.
Then these actions happen in Kajabi
Create Form Submission in Kajabi
Submits a Form on behalf of a contact. This will opt in the contact for email marketing.
Grant Access to an Offer in Kajabi
Grants a new or existing member access to an Offer and its Products.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Submit Kajabi forms on behalf of new HubSpot contacts and grant them access to an offer.
Part I
Configure Applications
First, we need to connect HubSpot and Kajabi to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Connect Kajabi to Zapier.
Give Zapier access to your Kajabi account, using Kajabi credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for HubSpot
Choose the following trigger: New Contact (Triggers when new contact is available.).
Then set up an Action for Kajabi
Choose this action: Create Form Submission (Submits a Form on behalf of a contact. This will opt in the contact for email marketing.).
Then set up another Action for Kajabi
Choose this action: Grant Access to an Offer (Grants a new or existing member access to an Offer and its Products.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and Kajabi.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Submit Kajabi forms on behalf of new HubSpot contacts and grant them access to an offer!
Related Automation Templates
Supported triggers and actions
New form submission
Triggers when a form is submitted.
triggerbyzapierpipedreamNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateiopipedreamNew deal
Triggers when new deal is available.
triggerbyzapieralbatoNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierpipedreamUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Create form submission
Submits a Form on behalf of a contact. This will opt in the contact for email marketing.
actionbyzapierGrant access to an offer
Grants a new or existing member access to an Offer and its Products.
actionbyzapierpabbly-connectRevoke access to an offer
Revokes access to an offer from the specified member.
actionbyzapierpabbly-connectMake api request (beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Zapier doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.
actionbyzapierRevoke access to an offer (beta)
Revokes access to an offer from the specified member.
actionbypabbly-connectNew purchase
Triggers when an offer is purchased.
triggerbyzapierautomateiopabbly-connect
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Kajabi is an all-in-one platform that provides a centralized solution for creating and selling engaging online courses or coaching programs, building personalized websites, theme-based landing pages, and emails, processing payments, and automating targeted marketing campaigns or funnels to create personalized customer experiences.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
