Customerly + Kajabi Integration

Integrate Customerly to Kajabi in one click, or tell Integrately AI how you want each purchase handled. Capture buyers, create users in your CRM, add tags, and trigger tailored follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly 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.
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly

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Ready Workflows Ready Workflows for Customerly + Kajabi Integration

Capture purchases, create CRM users, organise customer tags, trigger follow-ups, and keep your business data aligned, all in just one click.

Most popular automationmost-popular-automations
Kajabi + Customerly Integration

Create Customerly contact 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' contact information.

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

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Connect more apps to your Customerly + Kajabi flow

Teams often need to sync customer data with billing platforms, email lists, and team chat channels once purchases and form submissions occur. Pick a combination and activate it in one click.

Customerly
Kajabi
+
StripeStripe (8)
+
MailchimpMailchimp (8)
+
ZoomZoom (8)
+
Google SheetsGoogle Sheets (8)
+
SlackSlack (8)
+
CalendlyCalendly (8)
K
C
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When a Kajabi purchase is created, create a Customerly user and create a customer in Stripe.
Every Kajabi purchase instantly creates a Customerly user and sets up your Stripe customer record without manual data entry.
K
C
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When a Kajabi purchase is created, add a tag to the Customerly user and generate a payment link in Stripe.
Tag your Customerly users based on Kajabi purchases and instantly generate payment links in Stripe for follow-up orders.
K
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When a Kajabi purchase is created, create a Customerly user and update the subscription in Stripe.
Keep Customerly user records synchronized with active subscription updates in Stripe following every Kajabi purchase.
K
C
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When a Kajabi form submission is added, create a Customerly lead and create an invoice in Stripe.
Convert Kajabi form submissions into Customerly leads while automatically generating invoices in Stripe for new clients.
K
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If a Kajabi purchase amount exceeds standard pricing, create a Customerly user and create a subscription in Stripe; otherwise, create a Customerly user and create a customer in Stripe.
Route high-value Kajabi purchases to specialized subscription tiers in Stripe while maintaining standard customer creation in Customerly.
K
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When a Kajabi purchase is refunded, add a tag to the Customerly user and cancel the subscription in Stripe.
Automatically tag refunded customers in Customerly and cancel their recurring billing in Stripe when a Kajabi purchase is cancelled.
K
C
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Use ChatGPT to analyse every new Kajabi purchase, create a Customerly user based on sentiment, and create a customer in Stripe.
Use ChatGPT to analyse purchase intent from Kajabi, create tailored Customerly users, and generate corresponding Stripe profiles.
K
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When a Kajabi purchase is created, create a Customerly user, create a customer in Stripe, and send a channel message in Slack.
Notify your team in Slack, record the user in Customerly, and set up billing in Stripe whenever a new Kajabi purchase occurs.

Supported triggers and actions for Customerly and Kajabi

Mix and match to build the exact automation you need

Customerly
Customerly Triggers & Actions
Instant
Lead is created in Customerly
Triggers the automation when a new lead is created
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Instant
User is created in Customerly
Triggers the automation when a new user is created
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Instant
User is tagged in Customerly
Triggers the automation when a user is tagged
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Instant
User is unsubscribed in Customerly
Triggers the automation when a user is unsubscribed
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Instant
Lead converted to user in Customerly
Triggers the automation when a lead is successfully converted into a user
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Create user in Customerly
Generates a new user account
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Add tag to user in Customerly
Assigns a tag to a user based on particular criteria
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Create lead in Customerly
Generates new leads for potential customers
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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
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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 Customerly + Kajabi?

Streamline your e-commerce and content delivery by automating data flow between Customerly and Kajabi.

What you can automate?
🔄
Sync Kajabi purchases to Customerly automatically
Every new purchase or form submission in Kajabi instantly creates a user or lead in Customerly. Eliminate manual data entry and keep your CRM updated in real time.
📋
Capture every form submission and custom field
Map detailed form submissions from Kajabi into Customerly user profiles instead of just basic names. Ensure your CRM holds complete customer context for every interaction.
🔔
Alert your team the moment a customer buys
Trigger instant notifications whenever a purchase or form submission occurs in Kajabi. Ensure support and sales teams know about new customers immediately.
🔀
Route users based on submitted offer types
Apply specific tags or create leads in Customerly depending on which Kajabi offer or form was submitted. Tailor your automated follow-ups to exact customer interests.
♻️
Keep customer records current as data changes
Automatically update existing Customerly users whenever their details or subscriptions change in Kajabi. Maintain a single source of truth across your platforms.
👥
Prevent duplicate profiles with smart upserts
Check existing records before creating new entries, updating existing Customerly users when a returning customer makes a new Kajabi purchase.
📦
Manage refunds, cancellations, and status updates
Trigger workflow updates in Customerly when purchases are refunded, subscriptions change, or site access is modified in Kajabi.
🔗
Extend your workflow to Google Sheets
Send Kajabi purchases and Customerly user data straight to Google Sheets for reporting. Connect your CRM flow to secondary tools in a single automated pipeline.
And much more...

Who is Customerly + Kajabi integration for?

Connecting Customerly and Kajabi empowers e-commerce brands, educators, and marketers to streamline customer data, eliminate manual entry, and trigger instant follow-ups across platforms.

E-commerce analysts
E-commerce analysts
Sales managers
Sales managers
Client success managers
Client success managers
High-volume course creators
High-volume course creators
Marketing coordinators
Marketing coordinators
Operations directors
Operations directors
📈
E-commerce analysts
You're tracking course sales and customer engagement across platforms but your CRM reports only update when someone manually exports data, so your metrics are always hours behind — this integration means every new purchase lands in Customerly instantly and your analytics stay current.
🚀
Sales managers
You need to reach out the moment a high-value lead submits a form but your team finds out hours later, so potential buyers go cold before anyone calls — automating both apps means every form submission triggers instant CRM updates and team alerts.
📊
Client success managers
You answer to stakeholders who want real-time visibility into customer onboarding and course delivery, but manual tracking leaves blind spots — connecting these apps means every submission and purchase updates your customer records automatically.
High-volume course creators
The sheer volume of daily purchases and form submissions makes it impossible for your team to keep up by hand, leading to missed profiles and broken follow-ups — with this integration, every Kajabi event creates a user in Customerly without manual effort.
🤝
Marketing coordinators
You depend on upstream purchase data to trigger targeted campaigns, but delays in data entry stall your entire marketing pipeline — automating both apps means every new customer is registered instantly for follow-up marketing.
🗂️
Operations directors
You need a reliable customer history in your CRM but keep finding missing profiles and mismatched records between your sales and content platforms — this integration means every interaction is logged accurately as a lead or user.
Our team

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Why choose Integrately to automate Customerly + Kajabi

Build and manage your Customerly + 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 Customerly + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Customerly to Kajabi?
Frequently Asked Questions
Connecting Customerly to Kajabi allows you to automatically sync form submissions and purchases into your CRM using 1-click workflows or Integrately AI. You can easily connect both apps alongside Stripe, Mailchimp, and Slack.
How can I automatically sync Kajabi purchases to Customerly?
Frequently Asked Questions
Can I connect Customerly, Kajabi, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Customerly and Kajabi?
Frequently Asked Questions
How does Customerly handle new user creation from Kajabi triggers?
Frequently Asked Questions
What Kajabi events can trigger actions in Customerly?
Frequently Asked Questions
Can I automate Customerly and Kajabi without coding skills?
Frequently Asked Questions
Is the Customerly and Kajabi integration free?
Frequently Asked Questions
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You Can Also Connect Customerly or Kajabi With 1500+ Other Apps

Customerly
Popular Customerly Integrations
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Kajabi
Popular Kajabi Integrations
Sync Kajabi with analytics, marketing, and webinar tools to track sales performance and student onboarding.
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Kajabi Integrations arrow right
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