EngageBay CRM + Kajabi Integration

Integrate EngageBay CRM to Kajabi in one click, or tell Integrately AI how you want each purchase handled. Track customer orders, update contact records, log sales data, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • EngageBay CRM
    Contact is created in EngageBay CRM
  • EngageBay CRM
    Contact is updated in EngageBay CRM
  • EngageBay CRM
    Owner is created in EngageBay CRM
  • EngageBay CRM
    Deal is created in EngageBay CRM
  • EngageBay CRM
    Deal is updated in EngageBay CRM
  • EngageBay CRM
    Form is submitted in EngageBay CRM
  • EngageBay CRM
    List is created in EngageBay CRM
  • EngageBay CRM
    Company is created in EngageBay CRM
  • EngageBay CRM
    Company is updated in EngageBay CRM
  • 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.
  • EngageBay CRM
    Create a contact in EngageBay CRM
  • EngageBay CRM
    Update contact in EngageBay CRM
  • EngageBay CRM
    Search contact by email in EngageBay CRM
  • EngageBay CRM
    Add tag to a contact in EngageBay CRM
  • EngageBay CRM
    Remove tag from contact in EngageBay CRM
  • EngageBay CRM
    Search contact in EngageBay CRM
  • EngageBay CRM
    Add contact to a form in EngageBay CRM
  • EngageBay CRM
    Create a company in EngageBay CRM
  • EngageBay CRM
    Search company in EngageBay CRM

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Ready Workflows Ready Workflows for EngageBay CRM + Kajabi Integration

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

Most popular automationsmost-popular-automations
Kajabi + EngageBay CRM Integration

Create EngageBay CRM contact for new Kajabi offer

When a new Kajabi offer is placed, it's important to create a EngageBay CRM contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new EngageBay CRM contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new EngageBay CRM contact for every Kajabi offer, you can maximize your chances of success with each customer.
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  • 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 EngageBay CRM + Kajabi flow

Send purchase details to your team channels, update financial records, and sync customer data across your stack. Pick a combination and activate it in one click.

EngageBay CRM
Kajabi
+
StripeStripe (3)
+
TypeformTypeform (2)
+
MailchimpMailchimp (3)
+
ZoomZoom (2)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
K
E
S
When a purchase is created in Kajabi, create a contact in EngageBay CRM and create a customer in Stripe
Every new Kajabi buyer instantly appears as a contact in EngageBay CRM while generating a customer record in Stripe. No manual data entry, no missed billing accounts.
K
E
S
When a purchase is created in Kajabi, update contact in EngageBay CRM and create an invoice in Stripe
Keep your EngageBay CRM contacts current and generate Stripe invoices automatically for every new Kajabi order.
K
E
S
When a form submission is added in Kajabi, add contact to a form in EngageBay CRM and create a charge in Stripe
Capture Kajabi form submissions in EngageBay CRM and process payment charges in Stripe immediately.

Supported triggers and actions for EngageBay CRM and Kajabi

Mix and match to build the exact automation you need

EngageBay CRM
EngageBay CRM Triggers & Actions
Contact is created in EngageBay CRM
Triggers the automation when a new contact is created
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Contact is updated in EngageBay CRM
Triggers the automation when a contact is updated
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Owner is created in EngageBay CRM
Triggers the automation when a new owner is created
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Deal is created in EngageBay CRM
Triggers the automation when a deal is created
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Deal is updated in EngageBay CRM
Triggers the automation when a deal is updated
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Form is submitted in EngageBay CRM
Triggers the automation when a form is filled
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List is created in EngageBay CRM
Triggers the automation when a new list is created
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Company is created in EngageBay CRM
Triggers the automation when a new company is created
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Company is updated in EngageBay CRM
Triggers the automation when a company is updated
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Create a contact in EngageBay CRM
Adds a new contact to the contact list
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Update contact in EngageBay CRM
Updates contact information with new details
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Search contact by email in EngageBay CRM
Finds and retrieves contact information using their email address
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Add tag to a contact in EngageBay CRM
Adds a tag to a contact
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Remove tag from contact in EngageBay CRM
Untag the contact
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Search contact in EngageBay CRM
Finds and retrieves contact information
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Add contact to a form in EngageBay CRM
Adds a new contact to a form
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Create a company in EngageBay CRM
Creates a new company record
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Search company in EngageBay CRM
Finds information about a company
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
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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
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Form is created in Kajabi
Triggers the automation when a new form is created
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No action is available

What can you automate with EngageBay CRM + Kajabi?

Streamline your sales pipeline and student management with ready-to-run automation recipes.

What you can automate?
🔄
Sync every new Kajabi purchase to EngageBay CRM
Turn every online course sale and digital product order into a complete contact record in EngageBay CRM the moment the transaction completes.
📋
Capture every submitted form field automatically
Map all custom questions and lead capture fields from Kajabi forms directly into EngageBay CRM contact profiles without missing details.
🔔
Notify your team the moment a sale happens
Send instant order alerts and customer details to your team channels so reps can track new revenue in real time.
🔀
Route records based on submitted form answers
Sort leads and customers into different lists or pipeline stages depending on the specific offer or form selection submitted.
📝
Keep customer records updated as details change
Ensure your EngageBay CRM database reflects the latest purchase activity and contact updates originating from your Kajabi site.
🔍
Prevent duplicate records during lead creation
Search existing database entries before adding new contacts so your CRM remains clean and organized.
💳
Manage status changes and order updates
Trigger automated workflows when new offers are created or when customer purchases are processed across your platform.
🌐
Extend your workflow to team communication apps
Connect your core sales pipeline to Slack or Google Sheets to keep all stakeholders informed across your entire stack.
And much more...

Who is EngageBay CRM + Kajabi integration for?

Growing businesses, course creators, and sales teams use this integration to automate customer data management and eliminate manual administrative tasks.

Analytics managers
Analytics managers
Sales team leads
Sales team leads
Client success directors
Client success directors
Customer support leads
Customer support leads
Operations coordinators
Operations coordinators
Finance administrators
Finance administrators
📈
Analytics managers
You report on digital sales performance every week, but your tracking records only update when someone manually exports orders, so your revenue numbers are always hours behind — this integration means every new purchase lands in your sheet instantly and your metrics stay current.
Sales team leads
You need to follow up with high-intent course buyers immediately, but notification delays leave leads waiting too long for a response — with this integration, every new customer record appears in your CRM right away and your reps can engage instantly.
🤝
Client success directors
You answer to stakeholders who want to see onboarding progress and student enrollment figures on demand, but compiling lists by hand causes reporting bottlenecks — automating both apps means your records update automatically and client reviews run smoothly.
📊
Customer support leads
The volume of new course registrations and form submissions is too high for anyone to keep up with by hand, leading to missed student accounts — connecting these apps means every submission is captured accurately without manual data entry.
🎯
Operations coordinators
You own the post-purchase workflow and depend on marketing teams to hand over buyer details before you can begin onboarding — this integration means customer data flows straight from sales to fulfillment without any manual handoff delay.
🗂️
Finance administrators
You need a reliable history of all transactions and customer accounts, but manual export errors keep leaving gaps in your audit logs — automating both apps means every order is logged securely and your historical records remain complete.
Our team

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Why choose Integrately to automate EngageBay CRM + Kajabi

Build and manage your EngageBay 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 EngageBay 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
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2
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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 EngageBay CRM to Kajabi?
Frequently Asked Questions
You can connect EngageBay CRM to Kajabi instantly using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build your exact workflow connecting EngageBay CRM, Kajabi, and apps like Stripe or Google Sheets.
Can I automatically create EngageBay CRM contacts from new Kajabi purchases?
Frequently Asked Questions
Can I connect EngageBay CRM, Kajabi, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EngageBay CRM and Kajabi?
Frequently Asked Questions
How does EngageBay CRM handle contact updates during Kajabi integration?
Frequently Asked Questions
How does Kajabi trigger form submissions in EngageBay CRM?
Frequently Asked Questions
Can I automate EngageBay CRM and Kajabi without coding skills?
Frequently Asked Questions
Is the EngageBay CRM and Kajabi integration free?
Frequently Asked Questions
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You Can Also Connect EngageBay CRM or Kajabi With 1500+ Other Apps

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