Kajabi
InfluencerSoft
zapier

An automated workflow using zapier

Connects Kajabi + InfluencerSoft

Create InfluencerSoft leads for new Kajabi purchases

About this workflow template

This automation scenario allows you to connect Kajabi and InfluencerSoft

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.

Kajabi and InfluencerSoft can also be integrated using automation tools other than zapier:

Diagram

Create  InfluencerSoft leads for new Kajabi purchases
Workflow diagram: Kajabi + InfluencerSoft integration

How it works?

When this trigger fires in Kajabi

Kajabi

New Purchase in Kajabi

Triggers when an offer is purchased.

Then this action happens in InfluencerSoft

InfluencerSoft

Add/Update Lead in InfluencerSoft

Add a new lead to a list of your choosing. Can be used to update an existing lead too.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create InfluencerSoft leads for new Kajabi purchases.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Kajabi to Zapier.

    Connect Kajabi to Zapier.

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

  • Connect InfluencerSoft to Zapier.

    Connect InfluencerSoft to Zapier.

    Give Zapier access to your InfluencerSoft account, using InfluencerSoft 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

    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 InfluencerSoft

    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.).

Part III

Test and Publish

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

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Kajabi and InfluencerSoft.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Kajabi

    New purchase

    Triggers when an offer is purchased.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Kajabi

    New form submission

    Triggers when a form is submitted.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Kajabi

    Tag added

    Triggers when a tag is added to a contact.

    zapier
    triggerbyzapier
  • Kajabi

    Assessment completed

    Trigger when someone completes an assessment.

    zapier
    triggerbyzapier
  • Kajabi

    Tag removed

    Triggers when a tag is removed from a contact.

    zapier
    triggerbyzapier
  • Kajabi

    Offer is created

    Offer is created

    integrately
    triggerbyintegrately
  • InfluencerSoft

    Add/update lead

    Add a new lead to a list of your choosing. Can be used to update an existing lead too.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • InfluencerSoft

    Add lead to list

    Add a lead to a List. Note: the lead must already be created, or this will fail.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • InfluencerSoft

    Add tag to lead

    Add a tag to a lead. Note: the lead must already be created, or this will fail.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • InfluencerSoft

    Remove lead from list

    Remove lead from a List. Note: the lead must already be created, or this will fail.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • InfluencerSoft

    Remove tag from lead

    Remove a tag to a lead. Note: the lead must already be created, or this will fail.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • InfluencerSoft

    Unsubscribe lead

    Unsubscribe a lead from your account. Note: the lead must already be created, or this will fail.

    zapierpabbly-connect
    actionbyzapierpabbly-connect

Apps you need

Kajabi

Kajabi

Ecommerce

All-in-one platform for creating and selling online courses

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.

InfluencerSoft

InfluencerSoft

Sales Automation

A visual platform to create sales funnels

Zapier

Zapier

Automation Platforms

No-code automation service

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.