Exact Online + Kajabi Integration

Integrate Exact Online to Kajabi in one click, or tell Integrately AI how you want each purchase handled. Track customer details, create accounts, update records, and keep your business software current automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Contact is created or updated in Exact Online 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
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2.
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create contact in Exact Online

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Ready WorkflowsReady Workflows ย  for Exact Online + Kajabi Integration

Capture purchases, create contacts, update accounts, log items, and sync customer details, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Exact Online + Kajabi flow

Extend your automation stack by connecting marketing, payments, communication, and scheduling tools to your core pair workflow. Pick a combination and activate it in one click.

Exact Online
Kajabi
+
StripeStripe (4)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
K
S
E
Create a Stripe customer for every new Kajabi purchase, and add the contact in Exact Online
New Kajabi purchases instantly create a customer in Stripe and a contact in Exact Online, keeping your billing and CRM in sync without manual data entry.
K
S
E
When a Kajabi form submission is added, create a Stripe invoice and update the account in Exact Online
Form submissions in Kajabi automatically generate a Stripe invoice and update the corresponding account in Exact Online for seamless financial tracking.
K
S
E
If a Kajabi purchase is created for a premium offer, create a Stripe subscription and add an Exact Online project
Premium Kajabi purchases automatically set up a Stripe subscription and establish a new project in Exact Online for your delivery team.
S
E
K
When a Stripe payment fails, update the account in Exact Online and log the event
Failed Stripe payments automatically update account statuses in Exact Online so your finance team can take action immediately.

Supported triggers and actions for Exact Online and Kajabi

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
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Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
Try it โ†’
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
Try it โ†’
Delete account in Exact Online
Deletes an account
Try it โ†’
Search account by name in Exact Online
Searches for an account by name
Try it โ†’
Search address by contact name in Exact Online
Searches for an address by contact name
Try it โ†’
Search bank account by account name in Exact Online
Searches for a bank account by name
Try it โ†’
Search contact by first name in Exact Online
Searches for a contact by first name
Try it โ†’
Search cost centre by code in Exact Online
Searches for a cost center by code
Try it โ†’
Search cost unit by code in Exact Online
Searches for an item by code
Try it โ†’
Search item by code in Exact Online
Searches for an item by code
Try it โ†’
Create document in Exact Online
Creates a new document
Try it โ†’
Create item in Exact Online
Creates a new item
Try it โ†’
Delete contact in Exact Online
Deletes a contact
Try it โ†’
Update account in Exact Online
Updates an account
Try it โ†’
Update contact in Exact Online
Updates a contact
Try it โ†’
Update address in Exact Online
Updates an address
Try it โ†’
Update cost center in Exact Online
Updates a cost center
Try it โ†’
Update cost unit in Exact Online
Updates a cost unit
Try it โ†’
Search document by accountName in Exact Online
Searches for documents by account name
Try it โ†’
Create project in Exact Online
Creates a new project
Try it โ†’
Create cost unit in Exact Online
Creates a new cost unit
Try it โ†’
Create cost centre in Exact Online
Creates a new cost centre
Try it โ†’
Create bank account in Exact Online
Creates a new bank account
Try it โ†’
Create address in Exact Online
Creates a new address
Try it โ†’
Create account in Exact Online
Creates an account
Try it โ†’
Create contact in Exact Online
Creates an contact
Try it โ†’
Kajabi
Kajabi Triggers & Actions
Instant
Form submission is added in Kajabi
Triggers the automation when a form is filled
Try it โ†’
Offer is created in Kajabi
Triggers the automation when a new offer is added
Try it โ†’
Instant
Purchase is created in Kajabi
Triggers the automation when a new purchase is created
Try it โ†’
Site is created in Kajabi
Triggers the automation when a new site is created
Try it โ†’
Tag is created in Kajabi
Triggers the automation when a tag is added
Try it โ†’
Form is created in Kajabi
Triggers the automation when a new form is created
Try it โ†’
No action is available

What can you automate with Exact Online + Kajabi?

Streamline your digital course business by automatically syncing Kajabi customer activity with Exact Online accounting and CRM records.

What you can automate?
๐Ÿงพ
Create Exact Online contacts from Kajabi purchases
Turn every new Kajabi purchase into a verified Exact Online contact automatically. Eliminate manual data entry and keep your CRM updated the moment a customer buys.
๐Ÿ“‹
Capture every submitted form field
Map all custom form submission answers from Kajabi directly into Exact Online records. Ensure your business software captures complete customer context for every inquiry.
๐Ÿ””
Notify your team instantly on Slack
Send instant Slack alerts whenever a new purchase or form submission comes in through Kajabi. Keep your sales and support teams informed in real time.
๐Ÿ”€
Route records based on submitted data
Check specific Kajabi form fields or offer types and route the data to different Exact Online accounts or projects accordingly. Handle high-value clients with tailored workflows.
๐Ÿ”„
Keep Exact Online updated as customer details change
Automatically update existing Exact Online contacts or accounts whenever profile information changes in Kajabi. Maintain accurate records across your entire platform stack.
๐Ÿ‘ฅ
Upsert contacts to prevent duplicates
Search for existing Exact Online records before creating new ones, updating them if they already exist. Keep your database clean and free of duplicate entries.
โš™๏ธ
Manage purchase and subscription status changes
Handle refunds, cancellations, or new offer creations in Kajabi by updating corresponding project or account states in Exact Online. Keep financial workflows aligned with customer lifecycle events.
๐Ÿ’ณ
Extend your workflow to Stripe
Trigger payments, invoices, or customer creation in Stripe alongside your Kajabi and Exact Online automation. Build a fully connected e-commerce and accounting pipeline.
And much more...

Who is Exact Online + Kajabi integration for?

Course creators, online business owners, and finance teams connecting Kajabi sales to Exact Online need seamless data sync to eliminate manual bookkeeping errors.

Performance marketers
Performance marketers
Sales managers
Sales managers
Client success leads
Client success leads
Finance coordinators
Finance coordinators
Account executives
Account executives
Operations directors
Operations directors
๐Ÿ“ˆ
Performance marketers
You're reviewing Exact Online project reports but your enrollment numbers only update when someone manually exports Kajabi purchases, so the revenue counts you're optimising against are always a few hours behind โ€” with this integration, every new purchase lands in your business software instantly and your data stays current.
๐ŸŽฏ
Sales managers
You need to act fast on new Kajabi form submissions, but contact details sit unread in your platform until someone copies them over by hand, so leads go cold before anyone reaches out โ€” integrating these apps means every submission creates an Exact Online contact immediately so your team can follow up without delay.
๐Ÿ’ผ
Client success leads
You answer to stakeholders who want to see active client accounts, but student data stays trapped in Kajabi until end-of-week reviews, so progress reports are always out of date โ€” automating both apps means every new signup updates Exact Online instantly and stakeholder reviews show real-time numbers.
๐Ÿ“Š
Finance coordinators
The volume of Kajabi purchases is too high for anyone to keep up with by hand, so invoicing records in Exact Online fall behind and month-end reconciliation takes days of manual searching โ€” with this integration, every transaction triggers the right record creation so your accounts balance automatically.
๐Ÿค
Account executives
You own the onboarding step and depend on upstream course signups to trigger client files, but manual handoffs cause delays where new students wait days for their accounts to appear โ€” connecting these apps means every Kajabi offer creation populates Exact Online right away and handover happens instantly.
๐Ÿ—‚๏ธ
Operations directors
You need a reliable customer history in Exact Online, but staff keep finding gaps where Kajabi signups were missed during busy launch windows, leaving incomplete records across your systems โ€” this integration means every single customer interaction creates a verified profile so your database has zero blind spots.
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 Exact Online + Kajabi

Build and manage your Exact Online + 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 Exact Online + 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 โ€” 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
Thatโ€™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 Exact Online to Kajabi?
Frequently Asked Questions
You can connect Exact Online to Kajabi in 1-click using ready-made workflows on Integrately. Simply select your automation template, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create Exact Online contacts from new Kajabi purchases?
Frequently Asked Questions
Can I connect Exact Online, Kajabi, and Stripe?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Kajabi?
Frequently Asked Questions
How does Exact Online handle contact creation during Kajabi signups?
Frequently Asked Questions
How are Kajabi form submissions processed in Exact Online?
Frequently Asked Questions
Can I automate my Kajabi and Exact Online workflows without coding?
Frequently Asked Questions
Is the Exact Online 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?
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Want to automate something else in your workflow?

You Can Also Connect Exact Online or Kajabi With 1500+ Other Apps

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