Flexie CRM + Kajabi Integration

Integrate Flexie CRM to Kajabi in one click, or tell Integrately AI how you want each lead handled. Capture submissions, create contacts, track purchases, and accelerate your sales automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Flexie CRM
    Universal trigger in Flexie 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
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2.
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM

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Ready Workflows Ready Workflows for Flexie CRM + Kajabi Integration

Capture form submissions, create contacts, track purchases, update leads, and accelerate your sales, all in just one click.

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

Create Flexie CRM 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 Flexie CRM? This integration will allow you to automatically create a contact for each new offer in Flexie CRM.

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

Connect more apps to your Flexie CRM + Kajabi flow

Send course purchase updates to your billing and messaging tools, notify your sales team, and trigger automated follow-ups. Pick a combination and activate it in one click.

Flexie CRM
Kajabi
+
StripeStripe (5)
+
MailchimpMailchimp (5)
+
SlackSlack (5)
+
ZoomZoom (5)
+
Google DriveGoogle Drive (5)
+
CalendlyCalendly (5)
K
F
S
When a new Kajabi purchase is created, create a contact in Flexie CRM and create a customer in Stripe.
Every Kajabi purchase instantly creates a corresponding contact in Flexie CRM and a customer record in Stripe.
K
F
S
When a Kajabi form submission is added, create a lead in Flexie CRM and create an invoice in Stripe.
Convert new Kajabi form submissions into Flexie CRM leads while generating a Stripe invoice instantly.
K
F
S
If a Kajabi purchase is created, search for the contact in Flexie CRM and create a Stripe invoice for them.
Check existing Flexie CRM contacts upon a Kajabi purchase and generate a Stripe invoice automatically.
K
F
S
Use ChatGPT to summarise every Kajabi purchase, create a Flexie CRM deal, and create a Stripe customer.
AI summarises Kajabi purchase details before creating a Flexie CRM deal and a Stripe customer record.
K
F
S
When a Kajabi offer is created, create an account in Flexie CRM and create a Stripe customer.
New Kajabi offers automatically establish accounts in Flexie CRM and customer profiles in Stripe.

Supported triggers and actions for Flexie CRM and Kajabi

Mix and match to build the exact automation you need

Flexie CRM
Flexie CRM Triggers & Actions
Instant
Universal trigger in Flexie CRM
Triggers the automation when any event occurs
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Create contact in Flexie CRM
Adds a new contact to the database
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Update contact in Flexie CRM
Updates contact information with new details
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Search contact in Flexie CRM
Finds and retrieves contact information
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Create deal in Flexie CRM
Generates a new deal with
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Update deal in Flexie CRM
Updates deal information based on new criteria or changes
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Search deal in Flexie CRM
Retrieves and find a deal
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Update custom entity in Flexie CRM
Updates a custom entity with new information
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Create account in Flexie CRM
Generates a new account
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Search account in Flexie CRM
Searches for account information
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Update account in Flexie CRM
Updates account information
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Create custom entity in Flexie CRM
Creates a new marketing campaign
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Search custom entity in Flexie CRM
Searches for a custom entity
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Create lead in Flexie CRM
Generates new leads for potential customers
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Search lead in Flexie CRM
Retrieves information for a particular lead
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Update lead in Flexie CRM
Updates the lead information
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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
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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
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No action is available

What can you automate with Flexie CRM + Kajabi?

Streamline your sales and content delivery workflows by connecting every Kajabi event directly to Flexie CRM automation.

What you can automate?
🔄
Sync Kajabi purchases to Flexie CRM deals
Automatically create a new deal and contact in Flexie CRM the moment a purchase or registration is created in Kajabi, ensuring your sales pipeline is always up to date.
📝
Capture every submitted form field
Map all custom answers and form fields from Kajabi straight into Flexie CRM lead and contact fields instead of losing valuable details.
🔔
Alert your sales team instantly
Trigger instant team notifications and task assignments in Flexie CRM whenever high-value leads submit forms or buy courses on Kajabi.
🔀
Route leads based on submitted tags
Perform conditional routing in Flexie CRM depending on specific tags, offers, or form selections submitted by users in Kajabi.
🔄
Keep CRM records updated continuously
Automatically update existing contact and account records in Flexie CRM whenever customer information changes or new forms are submitted in Kajabi.
🔍
Search and update instead of creating duplicates
Search for existing contacts in Flexie CRM before creating new records, ensuring clean databases and preventing duplicate entries.
💳
Manage later purchase and refund events
Handle status updates, renewals, and purchase milestones from Kajabi by automatically adjusting deal stages in Flexie CRM.
💬
Extend your workflow to team chat apps
Send instant notifications to Slack channels whenever Kajabi purchases trigger new deal creation in Flexie CRM.
And much more...

Who is Flexie CRM + Kajabi integration for?

Course creators, sales teams, and marketers connecting Kajabi content delivery with Flexie CRM pipeline management to eliminate manual data entry and accelerate deal closures.

Sales operations managers
Sales operations managers
Sales representatives
Sales representatives
Account managers
Account managers
Customer success managers
Customer success managers
Course onboarding specialists
Course onboarding specialists
CRM administrators
CRM administrators
📈
Sales operations managers
You're reviewing pipeline reports in Flexie CRM but form submissions from Kajabi only arrive after manual exports, so your dashboard numbers are always hours behind — with this integration, every new submission populates your CRM instantly and your metrics stay current.
Sales representatives
You depend on immediate lead alerts when prospects register on Kajabi, but manual handoffs leave you finding out about high-intent buyers too late — with this integration, every lead is created in your CRM the moment it happens so you can follow up first.
🤝
Account managers
You answer to clients who want immediate proof of course engagement and offer signups, but cross-referencing Kajabi data manually takes hours — with this integration, every customer interaction updates your CRM records automatically so reporting is always accurate.
📊
Customer success managers
You're handling high volumes of course purchases and membership signups on Kajabi while trying to keep Flexie CRM updated by hand, so details get missed under heavy workloads — with this integration, every order syncs to your database seamlessly without manual data entry.
🎯
Course onboarding specialists
You own the onboarding stage and depend on sales reps manually forwarding Kajabi buyer details before you can begin, causing avoidable delays — with this integration, every purchase creates a deal and contact in your CRM instantly so onboarding starts without delay.
🗂️
CRM administrators
You need a complete and reliable history of customer interactions across Kajabi and Flexie CRM, but manual entry leaves constant gaps in the audit trail — with this integration, every submission and purchase is logged reliably for a complete customer timeline.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Flexie CRM + Kajabi

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

How do I connect Flexie CRM to Kajabi?
Frequently Asked Questions
You can connect Flexie CRM to Kajabi using 1-click automations on Integrately. Choose a ready template for your workflow or ask Integrately AI to build the automation and map the fields.
Can I automatically create Flexie CRM contacts from Kajabi form submissions?
Frequently Asked Questions
Can I connect Flexie CRM, Kajabi, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Flexie CRM and Kajabi?
Frequently Asked Questions
How does Flexie CRM handle incoming lead data from Kajabi?
Frequently Asked Questions
Can Kajabi purchases trigger updates in Flexie CRM?
Frequently Asked Questions
Do I need coding skills to integrate Flexie CRM and Kajabi?
Frequently Asked Questions
Is the Flexie CRM and Kajabi integration free?
Frequently Asked Questions
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You Can Also Connect Flexie CRM or Kajabi With 1500+ Other Apps

Flexie CRM
Popular Flexie CRM Integrations
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Kajabi
Popular Kajabi Integrations
Sync Kajabi with email marketing, membership, and webinar tools to deliver engaging online content effortlessly.
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Kajabi Integrations arrow right
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