Clientify + Kajabi Integration

Integrate Clientify to Kajabi in one click, or tell Integrately AI how you want each submission handled. Create contacts, generate deals, log orders, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Contact is created in Clientify
  • Clientify
    Deal stage is updated in Clientify
  • Clientify
    Deal is created in Clientify
  • Clientify
    Task is created in Clientify
  • Clientify
    Company is created in Clientify
  • 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.
  • Clientify
    Create contact in Clientify
  • Clientify
    Search contact in Clientify
  • Clientify
    Search user in Clientify
  • Clientify
    Create deal in Clientify
  • Clientify
    Update deal in Clientify
  • Clientify
    Get deal in Clientify
  • Clientify
    Close deal in Clientify
  • Clientify
    Create task in Clientify
  • Clientify
    Create order in Clientify
  • Clientify
    Get company in Clientify
  • Clientify
    Create abandoned cart in Clientify
  • Clientify
    Search product in Clientify
  • Clientify
    Delete product in Clientify
  • Clientify
    Create product in Clientify
  • Clientify
    Search deal in Clientify

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Ready Workflows Ready Workflows for Clientify + Kajabi Integration

Capture form submissions, create contacts, log purchases, generate deals, and update sales pipelines, all in just one click.

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 Clientify + Kajabi flow

Extend your automation stack with billing, marketing, meetings, and document tools once your core data sync finishes. Pick a combination and activate it in one click.

Clientify
Kajabi
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
ZoomZoom (4)
+
TypeformTypeform (4)
+
CalendlyCalendly (4)
+
Google DriveGoogle Drive (4)
K
S
C
Create a Stripe customer for every new Kajabi purchase, and add the contact in Clientify.
New Kajabi purchases instantly create a customer profile in Stripe and a contact in Clientify, removing manual data entry across your billing and CRM tools.
K
S
C
Create a Stripe invoice for every Kajabi offer created, and log the deal in Clientify.
Every new Kajabi offer generates a matching Stripe invoice and records the deal in Clientify without manual intervention.
K
S
C
When a Kajabi purchase is created, create a Stripe subscription and update the Clientify deal stage.
Kajabi purchases automatically trigger Stripe subscriptions and update deal stages in Clientify so sales pipelines stay current.
K
C
S
C
Use Claude to evaluate Kajabi purchases, create a Stripe customer, and add a deal in Clientify.
Claude analyses Kajabi purchase data before creating a Stripe customer profile and recording a prioritized deal in Clientify.

Supported triggers and actions for Clientify and Kajabi

Mix and match to build the exact automation you need

Clientify
Clientify Triggers & Actions
Contact is updated in Clientify
Triggers the automation when a contact is updated
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Contact is created in Clientify
Triggers the automation when a new contact is added
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Deal stage is updated in Clientify
Triggers the automation when a deal stage is updated
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Deal is created in Clientify
Triggers the automation when a new deal is created
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Task is created in Clientify
Triggers the automation when a new task is created
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Company is created in Clientify
Triggers the automation when a new company is created
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Create contact in Clientify
Adds a new contact to the database
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Search contact in Clientify
Finds and retrieves contact information
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Search user in Clientify
Searches for a user
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Create deal in Clientify
Generates a new deal with
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Update deal in Clientify
Updates deal information based on new criteria or changes
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Get deal in Clientify
Retrieves information about a deal
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Close deal in Clientify
Finalizes a deal
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Create task in Clientify
Creates a new task
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Create order in Clientify
Creates a new order
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Get company in Clientify
Retrieves information about a company
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Create abandoned cart in Clientify
Creates a new abandoned cart entry
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Search product in Clientify
Searches for a product
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Delete product in Clientify
Removes a product from the database
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Create product in Clientify
Creates a new workspace
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Search deal in Clientify
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Kajabi
Kajabi Triggers & Actions
Instant
Form submission is added in Kajabi
Triggers the automation when a form is filled
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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
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Site is created in Kajabi
Triggers the automation when a new site is created
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Tag is created in Kajabi
Triggers the automation when a tag is added
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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 Clientify + Kajabi?

Streamline your digital sales and CRM operations by connecting your content platform directly to your sales pipeline.

What you can automate?
🚀
Sync Kajabi form submissions to Clientify contacts
Every new form submission added in Kajabi instantly creates a contact in Clientify. Eliminate manual copy-pasting and ensure immediate lead follow-up.
📋
Capture every submitted custom field and answer
Map all available Kajabi form submission answers directly into Clientify contact fields and notes instead of missing secondary questionnaire details.
🔔
Create tasks for sales reps upon purchase
When a purchase is created in Kajabi, automatically open a follow-up task in Clientify so your team can initiate onboarding right away.
🔀
Route leads based on submitted tags or criteria
If a Kajabi form submission includes specific product interest or VIP tags, create a prioritized deal in Clientify with tailored pipeline stages.
🔄
Keep deal stages updated as orders progress
When an offer or purchase status updates in Kajabi, automatically modify the corresponding deal stage in Clientify to maintain pipeline accuracy.
🔍
Prevent duplicate records with smart search
Search existing contacts in Clientify before creating new profiles from Kajabi purchases or form submissions to maintain a clean database.
💳
Log orders and abandoned carts automatically
Track commercial activity by turning Kajabi purchases and abandoned carts into structured orders and records in Clientify without manual logging.
🔌
Extend your workflow to Stripe or Mailchimp
Start with Kajabi and Clientify, then add Stripe to process billing or Mailchimp to update mailing lists in a single multi-step automation.
And much more...

Who is Clientify + Kajabi integration for?

Connecting Clientify and Kajabi streamlines how course creators, marketers, and sales teams manage leads, purchases, and customer relationships without manual data entry.

Performance marketers
Performance marketers
Sales managers
Sales managers
Agency owners
Agency owners
Course creators
Course creators
Sales reps
Sales reps
Operations leads
Operations leads
📈
Performance marketers
You're running marketing campaigns driving traffic to Kajabi landing pages but your CRM contacts only update when someone manually exports submissions, so the lead counts you're reviewing are always hours behind — with this integration, every form submission lands in Clientify instantly and your pipeline stays current.
Sales managers
You need your sales reps to reach out immediately after a high-value purchase on Kajabi, but manual notification delays mean leads go cold before anyone calls — automating both apps means new buyers appear in your CRM pipeline the second payment clears so reps can act fast.
📊
Agency owners
You report on digital course enrollments and client acquisition metrics to stakeholders every week, but disconnected tools leave gaps in your revenue reporting — this integration means every Kajabi purchase and form submission flows directly into Clientify with zero manual tracking required.
👥
Course creators
Your online school is growing rapidly and student enrollments arrive faster than your team can copy them into customer profiles, leading to missing records and delayed onboarding — automating both apps means every student purchase creates a complete Clientify contact immediately.
🤝
Sales reps
You depend on accurate prospect details from marketing landing pages to prepare for sales calls, but delayed data handoffs force you to hunt for information across platforms — with this integration, every Kajabi submission populates your Clientify tasks and deals instantly.
🗂️
Operations leads
You are responsible for maintaining clean customer records and purchase history across your tech stack, but manual data entry causes frequent data discrepancies — connecting these apps means every Kajabi transaction and form entry logs correctly in Clientify every time.
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 Clientify + Kajabi

Build and manage your Clientify + 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 Clientify + 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
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Frequently Asked Questions

How do I connect Clientify to Kajabi?
Frequently Asked Questions
You can connect Clientify to Kajabi in 1-click using ready workflows on Integrately, or use Integrately AI to build custom automations with Stripe, Mailchimp, and other apps.
Can I automatically create Clientify contacts from Kajabi form submissions?
Frequently Asked Questions
Can I connect Clientify, Kajabi, and Stripe?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and Kajabi?
Frequently Asked Questions
How does Clientify handle contact creation from Kajabi?
Frequently Asked Questions
How does Kajabi trigger automations in Clientify?
Frequently Asked Questions
Do I need coding skills to automate Clientify and Kajabi?
Frequently Asked Questions
Is the Clientify 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 Clientify or Kajabi With 1500+ Other Apps

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