Capsule CRM + Kajabi Integration

Connect Capsule CRM to Kajabi - Automate your workflows in 1-click

Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Kajabi automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & Kajabi using Integrately.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Capsule CRM + Kajabi Integration

Just click on the workflow you want to automate

Create Capsule CRM person from new Kajabi offer

As an online store owner, you're likely using Kajabi to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate Kajabi with Capsule CRM? This integration will allow you to automatically create a person for each new offer in Capsule CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

Activate

Create Capsule CRM task for new Kajabi offer

Kajabi + Capsule CRM Integration

Activate

1of1

Create Your Own Capsule CRM & Kajabi Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Person is created in Capsule CRM
Triggers the automation whenever a new person is created
Instant
Person is updated in Capsule CRM
Triggers the automation whenever a person's profile is updated
Instant
Task is created in Capsule CRM
Triggers the automation whenever a new task is created
Instant
Task is updated in Capsule CRM
Triggers the automation whenever any task is updated
Instant
Opportunity is created in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is updated in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Case is created in Capsule CRM
Triggers the automation whenever a case is created
Instant
Case is updated in Capsule CRM
Triggers the automation whenever any case is updated
Instant
Organisation is created in Capsule CRM
Triggers the automation whenever a new organization is created
Instant
Organisation is updated in Capsule CRM
Triggers the automation whenever any organization's profile is modified
Instant
Form submission is added in Kajabi
Triggers the automation whenever a form is filled
Instant
Offer is created in Kajabi
Triggers the automation whenever a new offer is added
Purchase is created in Kajabi
Triggers the automation whenever a new purchase is created
Instant
Site is created in Kajabi
Triggers the automation whenever a new site is created
Tag is created in Kajabi
Triggers the automation whenever a tag is added
Form is created in Kajabi
Triggers the automation whenever a new form is created

Create person in Capsule CRM
Automatically generates a new person
Search person in Capsule CRM
Automatically retrieves information about a person
Create opportunity in Capsule CRM
Automatically creates a new instance of the support system
Search opportunity in Capsule CRM
Automatically searches for a opportunity
Create task in Capsule CRM
Automatically creates a new task
Add note to entity in Capsule CRM
Automatically adds a note to a entity
Create organisation in Capsule CRM
Automatically generates a new invoice
Search organisation in Capsule CRM
Automatically finds and retrieves information about a organization
Search person or organisation in Capsule CRM
Automatically searches for a person or organisation
Add tag to entity in Capsule CRM
Automatically assigns a tag to a designated entity
Create case in Capsule CRM
Automatically generates a new case entry
Search case in Capsule CRM
Automatically searches for a case record
Search milestone in Capsule CRM
Automatically searches for a milestone

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Capsule CRM & Kajabi In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Kajabi With 1200+ Other Apps

Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

See Capsule CRM Integrations

Kajabi is an all-in-one platform for selling, marketing, and delivering your online content. There are tons of features that make it easy to create lead magnets, webinars, courses, membership sites and much more.

See Kajabi Integrations