An automated workflow using zapier
Connects Kajabi + Keap Max Classic
Tag existing Infusionsoft by Keap contacts when new purchases are made on Kajabi
About this workflow template
This automation scenario allows you to connect Kajabi and Keap Max Classic
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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
Kajabi and Keap Max Classic can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Kajabi
New Purchase in Kajabi
Triggers when an offer is purchased.
Then this action happens in Keap Max Classic
Tag Existing Contact in Keap Max Classic
Applies a tag to an existing contact.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Tag existing Infusionsoft by Keap contacts when new purchases are made on Kajabi.
Part I
Configure Applications
First, we need to connect Kajabi and Keap Max Classic to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Kajabi to Zapier.
Give Zapier access to your Kajabi account, using Kajabi credentials.
Connect Keap Max Classic to Zapier.
Give Zapier access to your Keap Max Classic account, using Keap Max Classic 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 Kajabi
Choose the following trigger: New Purchase (Triggers when an offer is purchased.).
Then set up an Action for Keap Max Classic
Choose this action: Tag Existing Contact (Applies a tag to an existing contact.).
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 Kajabi and Keap Max Classic.
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 Tag existing Infusionsoft by Keap contacts when new purchases are made on Kajabi!
Related Automation Templates
Supported triggers and actions
New purchase
Triggers when an offer is purchased.
triggerbyzapierautomateiopabbly-connectNew form submission
Triggers when a form is submitted.
triggerbyzapierautomateiopabbly-connectTag added
Triggers when a tag is added to a contact.
triggerbyzapierAssessment completed
Trigger when someone completes an assessment.
triggerbyzapierTag removed
Triggers when a tag is removed from a contact.
triggerbyzapierOffer is created
Offer is created
triggerbyintegrately
Create/update contact
Creates a new contact. Can be used to update existing contacts too.
actionbyzapierTag existing contact
Applies a tag to an existing contact.
actionbyzapierintegratelyCreate note
Creates a note on an existing contact
actionbyzapierintegratelyUpdate contact
Updates an existing contact.
actionbyzapierintegratelySend email
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
actionbyzapierCreate company
Create a new company.
actionbyzapierintegrately
Apps you need
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.
