Create InfluencerSoft leads for new Kajabi purchases

First, we need to connect Kajabi and InfluencerSoft to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Kajabi to Zapier.

  Give Zapier access to your Kajabi account, using Kajabi credentials.

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  Connect InfluencerSoft to Zapier.

  Give Zapier access to your InfluencerSoft account, using InfluencerSoft credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Kajabi

  Choose the following trigger: New Purchase (Triggers when an offer is purchased.).

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  Then set up an Action for InfluencerSoft

  Choose this action: Add/Update Lead (Add a new lead to a list of your choosing. Can be used to update an existing lead too.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Kajabi and InfluencerSoft.

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  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 Create InfluencerSoft leads for new Kajabi purchases!