This automation scenario allows you to connect Kajabi and Ontraport
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
Kajabi and Ontraport can also be integrated using automation tools other than zapier:
When this trigger fires in Kajabi
Triggers when a tag is added to a contact.
Then this action happens in Ontraport
Creates or updates a contact in Ontraport.
This guide contains information on how to set up an automatic workflow that allows to Create or update Ontraport contacts from new tags added in Kajabi.
Part I
First, we need to connect Kajabi and Ontraport 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 Ontraport to Zapier.
Give Zapier access to your Ontraport account, using Ontraport 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: Tag Added (Triggers when a tag is added to a contact.).
Then set up an Action for Ontraport
Choose this action: Create or Update Contact (Creates or updates a contact in Ontraport.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Kajabi and Ontraport.
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 Ontraport contacts from new tags added in Kajabi!
Triggers when an offer is purchased.
Triggers when a form is submitted.
Triggers when a tag is added to a contact.
Trigger when someone completes an assessment.
Triggers when a tag is removed from a contact.
Offer is created
Creates or updates a contact in Ontraport.
Creates an object of a certain type.
Retrieves an object.
Creates a new contact in Ontraport.
Adds objects to sequences or campaigns.
Creates a message.
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.
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