Capsule CRM + Kajabi Integration

Integrate Capsule CRM to Kajabi in one click, or tell Integrately AI how you want each submission handled. Capture contact details, create new records in your CRM, update pipelines, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • Kajabi
    Form submission is added in Kajabi Instant
  • Kajabi
    Offer is created in Kajabi
  • Kajabi
    Purchase is created in Kajabi Instant
  • Kajabi
    Site is created in Kajabi
  • Kajabi
    Tag is created in Kajabi
  • Kajabi
    Form is created in Kajabi
Arrow Right
2.
  • Capsule CRM
    Update person in Capsule CRM
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Capsule CRM + Kajabi Integration

Capture form submissions, create CRM records, update contacts, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Kajabi + Capsule CRM Integration

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.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Capsule CRM + Kajabi flow

Connect your core workflow to invoicing, email marketing, meetings, scheduling, and forms to keep your entire business aligned. Pick a combination and activate it in one click.

Capsule CRM
Kajabi
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
ZoomZoom (3)
+
Google CalendarGoogle Calendar (3)
+
CalendlyCalendly (3)
+
TypeformTypeform (3)
K
S
C
Create a Stripe customer for every new Kajabi purchase, and create a person in Capsule CRM.
Every new Kajabi purchase creates a customer in Stripe and a new person in Capsule CRM instantly, so your billing and sales records stay aligned.
K
S
C
When a Kajabi offer is created, create a product in Stripe and add a note in Capsule CRM.
New Kajabi offers automatically generate Stripe products and update Capsule CRM records so your team always has the latest pricing context.
K
C
S
C
Use ChatGPT to review every new Kajabi purchase, create a Stripe invoice, and add a tag in Capsule CRM.
ChatGPT analyses purchase details from Kajabi before generating a Stripe invoice and tagging the contact in Capsule CRM.

Supported triggers and actions for Capsule CRM and Kajabi

Mix and match to build the exact automation you need

Capsule CRM
Capsule CRM Triggers & Actions
Instant
Person is created in Capsule CRM
Triggers the automation when a new person is created
Try it →
Instant
Person is updated in Capsule CRM
Triggers the automation when a person's profile is updated
Try it →
Instant
Task is created in Capsule CRM
Triggers the automation when a new task is created
Try it →
Instant
Task is updated in Capsule CRM
Triggers the automation when any task is updated
Try it →
Instant
Opportunity is created in Capsule CRM
Triggers the automation when any opportunity is updated
Try it →
Instant
Opportunity is updated in Capsule CRM
Triggers the automation when any opportunity is updated
Try it →
Instant
Case is created in Capsule CRM
Triggers the automation when a case is created
Try it →
Instant
Case is updated in Capsule CRM
Triggers the automation when any case is updated
Try it →
Instant
Organisation is created in Capsule CRM
Triggers the automation when a new organization is created
Try it →
Instant
Organisation is updated in Capsule CRM
Triggers the automation when any organization's profile is modified
Try it →
Update person in Capsule CRM
Generates a new person
Try it →
Create person in Capsule CRM
Generates a new person
Try it →
Search person in Capsule CRM
Retrieves information about a person
Try it →
Create opportunity in Capsule CRM
Creates a new instance of the support system
Try it →
Search opportunity in Capsule CRM
Searches for a opportunity
Try it →
Create task in Capsule CRM
Creates a new task
Try it →
Add note to entity in Capsule CRM
Adds a note to a entity
Try it →
Create organisation in Capsule CRM
Generates a new invoice
Try it →
Search organisation in Capsule CRM
Finds and retrieves information about a organization
Try it →
Search person or organisation in Capsule CRM
Searches for a person or organisation
Try it →
Add tag to entity in Capsule CRM
Assigns a tag to a designated entity
Try it →
Create case in Capsule CRM
Generates a new case entry
Try it →
Search case in Capsule CRM
Searches for a case record
Try it →
Search milestone in Capsule CRM
Searches for a milestone
Try it →
Kajabi
Kajabi Triggers & Actions
Instant
Form submission is added in Kajabi
Triggers the automation when a form is filled
Try it →
Offer is created in Kajabi
Triggers the automation when a new offer is added
Try it →
Instant
Purchase is created in Kajabi
Triggers the automation when a new purchase is created
Try it →
Site is created in Kajabi
Triggers the automation when a new site is created
Try it →
Tag is created in Kajabi
Triggers the automation when a tag is added
Try it →
Form is created in Kajabi
Triggers the automation when a new form is created
Try it →
No action is available

What can you automate with Capsule CRM + Kajabi?

Streamline your lead capture, pipeline management, and customer delivery with powerful automated workflows.

What you can automate?
🎯
Create CRM records from every form submission
Automatically create a new person in Capsule CRM whenever a form submission is added in Kajabi. Your sales team gets instant lead visibility without manual data entry.
📝
Capture every submitted custom field
Map detailed form responses from Kajabi into custom notes or fields in Capsule CRM instead of just names and emails. Your CRM records capture complete context for every inquiry.
🔔
Alert team members on new purchases
Notify your sales channel or account managers immediately when a purchase is created in Kajabi. Your team can initiate follow-ups while customer intent is high.
🔀
Route records based on submitted data
Send high-value form submissions to senior sales reps in Capsule CRM while routing standard inquiries to general queues. Automated conditional routing ensures efficient lead handling.
🔄
Keep CRM profiles updated as data changes
Automatically update person details in Capsule CRM when form submissions or tags change in Kajabi. Your customer database remains accurate and current.
🔍
Search and update existing contacts
Search for existing records in Capsule CRM before creating new entries, preventing duplicate contacts when repeat buyers submit forms.
💳
Handle purchase status and offer events
Trigger CRM updates and task creation whenever a new offer is created or a purchase is completed in Kajabi. Lifecycle management stays synchronised across platforms.
🔗
Extend flows to external apps
Connect your core Capsule CRM and Kajabi workflow to Mailchimp, Stripe, or Google Calendar to handle marketing emails, billing, and scheduling in a single automated pipeline.
And much more...

Who is Capsule CRM + Kajabi integration for?

Teams managing online content, student enrollments, and sales pipelines benefit by eliminating manual data entry between their content platform and sales CRM.

Sales managers
Sales managers
Customer success leads
Customer success leads
Course creators
Course creators
Membership site owners
Membership site owners
Account executives
Account executives
Operations directors
Operations directors
📈
Sales managers
You're tracking course enrollments and customer inquiries across your platforms, but your CRM records only update when someone manually exports submissions, so the pipeline reports you're reviewing are always hours behind — with this integration, every new form submission creates a contact instantly and your data stays current.
Customer success leads
You need to onboard new course buyers immediately after checkout, but customer details take hours to reach your support queue, so your team finds out about new purchases too late — automating both apps means new buyers are registered in your CRM the moment payment clears so onboarding starts without delay.
📊
Course creators
You report on membership growth and student progress to stakeholders, but manual tracking leaves gaps in your activity logs, so your progress reports never match reality — connecting these apps means every student action is logged automatically and your reporting stays accurate.
🚀
Membership site owners
Student signups arrive in high volumes during launches, and your team cannot keep up with manual data transfer, so backlog errors pile up in your CRM — with this integration, every submission and purchase flows into your CRM effortlessly and your team handles peak volume without errors.
💼
Account executives
You depend on inbound form submissions to kick off sales outreach, but leads sit unassigned while waiting for manual handoffs from marketing, so response times lag behind — automating both apps means every lead lands in your sales queue instantly so you can reach out while interest is highest.
🗂️
Operations directors
You need a complete history of customer interactions across your sales and content platforms, but manual record-keeping keeps missing key touchpoints, so your database has constant gaps — this integration means every customer interaction is recorded reliably and your database stays complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Capsule CRM + Kajabi

Build and manage your Capsule CRM + Kajabi automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Capsule CRM + Kajabi with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Capsule CRM to Kajabi?
Frequently Asked Questions
You can connect Capsule CRM to Kajabi using 1-click automations on Integrately. Choose from ready templates integrating Stripe, Mailchimp, and Google Calendar, or ask Integrately AI to build the integration.
Can I automatically create a Capsule CRM contact when a Kajabi form is submitted?
Frequently Asked Questions
Can I connect Capsule CRM, Kajabi, and Stripe?
Frequently Asked Questions
What is a good Zapier alternative for Capsule CRM and Kajabi?
Frequently Asked Questions
How does Capsule CRM handle contact updates from Kajabi?
Frequently Asked Questions
Can Kajabi purchases trigger actions in Capsule CRM?
Frequently Asked Questions
Do I need coding skills to integrate Capsule CRM and Kajabi?
Frequently Asked Questions
Is the Capsule CRM and Kajabi integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Kajabi With 1500+ Other Apps

Capsule CRM
Popular Capsule CRM Integrations
Connect Capsule CRM to sales tools, invoicing software, and communication platforms to keep your pipeline moving.
Kajabi
Popular Kajabi Integrations
Sync Kajabi with email marketing, webinar tools, and payment gateways to deliver seamless online content experiences.
See All
Kajabi Integrations arrow right
No popular apps found