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Kajabi + Salesforce

Update Salesforce records with new Kajabi form submissions

Effortlessly keep track of new Kajabi form submissions by updating records in Salesforce with this streamlined workflow. Each time a user submits a form in Kajabi, the corresponding record in Salesforce will be updated immediately, ensuring your database stays up-to-date and organized. Never miss important information again and enhance your data management process with this easy-to-use automation.

Effortlessly keep track of new Kajabi form submissions by updating records in Salesforce with this streamlined workflow. Each time a user submits a form in Kajabi, the corresponding record in Salesforce will be updated immediately, ensuring your database stays up-to-date and organized. Never miss important information again and enhance your data management process with this easy-to-use automation.

  1. When this happens...
    KajabiKajabi
    New Form Submission

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SiteRequired

    • AssessmentRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • Offer

    Trigger
    Instant
    Try It
    • SiteRequired

    • Tag

    Trigger
    Instant
    Try It
    • SiteRequired

    • OfferRequired

    • Member NameRequired

    • EmailRequired

    • External User IDRequired

    • Send Offer Grant Email?

    Action
    Write
    • SiteRequired

    • FormRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • Offer

    Trigger
    Instant
    Try It
    • Tag

    • SiteRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • FormRequired

    Action
    Write
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About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

Related categories

  • eCommerce

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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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