This automation scenario allows you to connect Keap Max Classic and Kajabi
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
Keap Max Classic and Kajabi can also be integrated using automation tools other than zapier:
When this trigger fires in Keap Max Classic
Triggers when a tag gets added to a contact.
Then this action happens in Kajabi
Submits a Form on behalf of a contact. This will opt in the contact for email marketing.
This guide contains information on how to set up an automatic workflow that allows to Create Kajabi form submissions for new tags added to contacts in Keap Max Classic.
Part I
First, we need to connect Keap Max Classic and Kajabi to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Keap Max Classic to Zapier.
Give Zapier access to your Keap Max Classic account, using Keap Max Classic credentials.
Connect Kajabi to Zapier.
Give Zapier access to your Kajabi account, using Kajabi 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 Keap Max Classic
Choose the following trigger: Tag Added to Contact (Triggers when a tag gets added to a contact.).
Then set up an Action for Kajabi
Choose this action: Create Form Submission (Submits a Form on behalf of a contact. This will opt in the contact for email marketing.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Keap Max Classic and Kajabi.
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 Kajabi form submissions for new tags added to contacts in Keap Max Classic!
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 a new contact. Can be used to update existing contacts too.
Applies a tag to an existing contact.
Creates a note on an existing contact
Updates an existing contact.
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Create a new company.
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.