Add completed Kajabi assessments to Zoho CRM as new module entries
Effortlessly streamline your Kajabi assessments and Zoho CRM records with this powerful workflow. Once an assessment has been completed in Kajabi, it instantly creates a new module entry in Zoho CRM. Save time and maintain accuracy by automating the transfer of information between these two platforms.
Effortlessly streamline your Kajabi assessments and Zoho CRM records with this powerful workflow. Once an assessment has been completed in Kajabi, it instantly creates a new module entry in Zoho CRM. Save time and maintain accuracy by automating the transfer of information between these two platforms.
- When this happens...Assessment Completed
Trigger when someone completes an assessment.
- automatically do this!Create Module Entry
Creates a new entry in a module
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