Freshworks CRM (Freshsales Suite) + Kajabi Integration

Integrate Freshworks CRM (Freshsales Suite) to Kajabi in one click, or tell Integrately AI how you want each submission handled. Capture leads, create contacts, update deals, and trigger follow-ups automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • 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.
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)

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Ready Workflows Ready Workflows for Freshworks CRM (Freshsales Suite) + Kajabi Integration

Capture submissions, create contacts, update deals, log customer data, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Kajabi + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite)? This integration will allow you to automatically create a contact for each new offer in Freshworks CRM (Freshsales Suite).

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 Freshworks CRM (Freshsales Suite) + Kajabi flow

Extend your automation pipeline with billing, email campaigns, scheduling, video calls, spreadsheets, and team alerts. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Kajabi
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
K
S
F
Create a Stripe customer for every new Kajabi purchase, and update the contact in Freshworks CRM (Freshsales Suite).
Stripe billing details sync with Kajabi purchases and Freshworks CRM (Freshsales Suite) contacts automatically without manual data entry.
K
S
F
When a Stripe payment fails, update the deal status in Freshworks CRM (Freshsales Suite) and log it from Kajabi.
Failed payments in Stripe immediately update deal records in Freshworks CRM (Freshsales Suite) based on Kajabi activity.
K
S
F
Create a Stripe invoice when a new Kajabi offer is created, and add a note in Freshworks CRM (Freshsales Suite).
New Kajabi offers automatically generate Stripe invoices and add reference notes to Freshworks CRM (Freshsales Suite).
K
S
F
Use ChatGPT to summarise Stripe billing notes for Kajabi buyers, and update Freshworks CRM (Freshsales Suite).
ChatGPT processes Stripe customer notes from Kajabi buyers and updates Freshworks CRM (Freshsales Suite) records.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Kajabi

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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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 Freshworks CRM (Freshsales Suite) + Kajabi?

Turn manual data transfers between your course platform and sales CRM into instant automated workflows.

What you can automate?
Instant Contact Creation From Form Submissions
Create a new contact in Freshworks CRM (Freshsales Suite) the moment a user submits a form in Kajabi. Eliminate copy-pasting and ensure leads never wait for follow-up.
📋
Capture Every Form Field and Submission Answer
Map all submitted form fields from Kajabi directly into custom fields within Freshworks CRM (Freshsales Suite). Ensure your sales team has complete context for every inquiry.
🔔
Alert Your Team When Purchases Occur
Send instant notifications to your team channel in Slack whenever a new purchase is created in Kajabi. Keep everyone informed on revenue milestones as they happen.
🔀
Route Leads Based on Submitted Offer Details
Create specific deals or assign different tasks in Freshworks CRM (Freshsales Suite) depending on which offer or product a customer purchases in Kajabi.
🔄
Keep Existing CRM Records Fully Up to Date
Automatically update contact information and deal stages in Freshworks CRM (Freshsales Suite) whenever corresponding activity or tags change in Kajabi.
🔍
Search and Update Instead of Creating Duplicates
Search for existing contacts by email in Freshworks CRM (Freshsales Suite) before updating records, preventing duplicate entries when repeat customers make purchases in Kajabi.
💳
Handle Purchase Status Changes and Refunds
Update deal stages or add follow-up tasks in Freshworks CRM (Freshsales Suite) when purchases or offers change status in Kajabi.
🌐
Extend Your Workflow With Stripe and Google Sheets
Connect Stripe billing or Google Sheets tracking alongside your Freshworks CRM (Freshsales Suite) and Kajabi setup for a complete multi-app business pipeline.
And much more...

Who is Freshworks CRM (Freshsales Suite) + Kajabi integration for?

Connecting Freshworks CRM (Freshsales Suite) and Kajabi helps sales teams, marketers, and course creators turn course enrollments and form submissions into active pipeline records without manual data entry.

Sales Managers
Sales Managers
Customer Success Leads
Customer Success Leads
Account Executives
Account Executives
Operations Directors
Operations Directors
Marketing Specialists
Marketing Specialists
Support Leads
Support Leads
📈
Sales Managers
You're tracking Kajabi sales inside Freshworks CRM (Freshsales Suite), but manual data entry leaves gaps between course purchases and deal stages — this integration means every new purchase creates a deal instantly and your pipeline stays accurate.
🎯
Customer Success Leads
You rely on Freshworks CRM (Freshsales Suite) to manage client onboarding, but form submissions from Kajabi sit unread in your inbox until someone copies them over — with this integration, every submission lands as a contact instantly and your team starts onboarding without delay.
💼
Account Executives
You manage client relationships in Freshworks CRM (Freshsales Suite), but tracking Kajabi course access requires constant switching between platforms — automating both apps means every course buyer is logged immediately and you can view their history without leaving your CRM.
⚙️
Operations Directors
You oversee student and lead data flowing into Freshworks CRM (Freshsales Suite), but high volume causes missed Kajabi submissions and out-of-date records — integrating these apps means high-volume student data syncs automatically and your records remain complete.
📣
Marketing Specialists
You review campaign performance using Freshworks CRM (Freshsales Suite) contacts, but Kajabi form data takes hours to reach your sales pipeline — automating both apps means every lead is captured instantly and your marketing ROI reports reflect real-time numbers.
🎧
Support Leads
You handle customer tickets in Freshworks CRM (Freshsales Suite), but finding purchase history from Kajabi requires manual lookups — connecting these apps means purchase details accompany every support ticket and your team resolves issues faster.
Our team

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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Kajabi

Build and manage your Freshworks CRM (Freshsales Suite) + 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 Freshworks CRM (Freshsales Suite) + 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Kajabi?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Kajabi in 1-click using ready templates on Integrately, or use Integrately AI to build custom workflows alongside apps like Google Sheets and Slack.
Can I automatically create Freshworks CRM contacts from Kajabi form submissions?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Kajabi, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Kajabi?
Frequently Asked Questions
How does Freshworks CRM handle new contact updates from Kajabi?
Frequently Asked Questions
What Kajabi events can trigger actions in Freshworks CRM?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM and Kajabi?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Kajabi integration free?
Frequently Asked Questions
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