This automation scenario allows you to connect Kajabi and HubSpot
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 HubSpot can also be integrated using automation tools other than zapier:
When this trigger fires in Kajabi
Triggers when an offer is purchased.
Then this action happens in HubSpot
Creates a new contact or updates an existing contact based on email address.
This guide contains information on how to set up an automatic workflow that allows to Create or update HubSpot contacts for new purchases in Kajabi.
Part I
First, we need to connect Kajabi and HubSpot 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 HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Part II
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 HubSpot
Choose this action: Create or Update Contact (Creates a new contact or updates an existing contact based on email address.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Kajabi and HubSpot.
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 or update HubSpot contacts for new purchases in Kajabi!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Submits a Form on behalf of a contact. This will opt in the contact for email marketing.
Grants a new or existing member access to an Offer and its Products.
Revokes access to an offer from the specified member.
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.
Revokes access to an offer from the specified member.
Triggers when an offer is purchased.
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.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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.