Microsoft Dynamics 365 CRM + Kajabi Integration

Q: Can I automatically create Microsoft Dynamics 365 CRM leads from Kajabi purchases?

You can create Microsoft Dynamics 365 CRM leads from every new Kajabi purchase automatically using ready automation templates in 1 click.

Q: Can I connect Kajabi, Microsoft Dynamics 365 CRM, and Slack?

You can connect Kajabi, Microsoft Dynamics 365 CRM, and Slack to automatically create leads in your CRM and notify your team channels in Slack, alongside Mailchimp and 1,500+ other apps.

Q: What is a good Zapier alternative for Kajabi and Microsoft Dynamics 365 CRM?

Integrately is a great alternative for connecting Kajabi and Microsoft Dynamics 365 CRM, offering ready-made flows, 24/5 live chat support, and 3x to 10x lower cost.

Q: How does Kajabi handle form submissions and contact data during integration?

Form submissions in Kajabi trigger immediate contact creation and updates in Microsoft Dynamics 365 CRM using ready automation templates.

Q: Can I update existing Microsoft Dynamics 365 CRM contacts when a Kajabi tag is created?

You can update existing Microsoft Dynamics 365 CRM contacts whenever a tag is created in Kajabi using automated workflows.

Q: Do I need coding skills to integrate Kajabi and Microsoft Dynamics 365 CRM?

No coding skills are required to connect Kajabi and Microsoft Dynamics 365 CRM on Integrately, thanks to ready templates and Integrately AI.

Q: Is the Kajabi and Microsoft Dynamics 365 CRM integration free?

The Kajabi and Microsoft Dynamics 365 CRM integration is available with a free forever plan on Integrately.

Integrate Kajabi to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each purchase handled. Enrich leads, update your CRM records, alert your sales team, and trigger custom follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Sales order is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Contact is created in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM
Form submission is added in Kajabi Instant
Offer is created in Kajabi
Purchase is created in Kajabi Instant
Site is created in Kajabi
Tag is created in Kajabi
Form is created in Kajabi

Search marketing list by name in Microsoft Dynamics 365 CRM
Get contact by Id in Microsoft Dynamics 365 CRM
Get marketing list members in Microsoft Dynamics 365 CRM
Create lead in Microsoft Dynamics 365 CRM
Update lead in Microsoft Dynamics 365 CRM
Search lead in Microsoft Dynamics 365 CRM
Create contact in Microsoft Dynamics 365 CRM
Update contact in Microsoft Dynamics 365 CRM
Create account in Microsoft Dynamics 365 CRM
Search account in Microsoft Dynamics 365 CRM
Update account in Microsoft Dynamics 365 CRM
Search contact in Microsoft Dynamics 365 CRM
Search Currency in Microsoft Dynamics 365 CRM
Create case in Microsoft Dynamics 365 CRM
Update case in Microsoft Dynamics 365 CRM
Search case in Microsoft Dynamics 365 CRM
Get account by ID in Microsoft Dynamics 365 CRM

Trusted by experts at...

Ready Workflows for Kajabi + Microsoft Dynamics 365 CRM Integration

Capture purchases, create CRM leads, update contact records, alert your sales channel, and trigger follow-ups, all in just one click.

Create Microsoft Dynamics 365 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 Microsoft Dynamics 365 CRM? This integration will allow you to automatically create a contact for each new offer in Microsoft Dynamics 365 CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

Activate

1of1

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

Connect more apps to your Kajabi + Microsoft Dynamics 365 CRM flow

Send payment details to billing tools, notify your sales channels, and trigger email campaigns the moment a customer signs up. Pick a combination and activate it in one click.

Stripe (3)

Zoom (3)

Mailchimp (3)

Microsoft Outlook (3)

Slack (3)

Calendly (3)

Create a Microsoft Dynamics 365 CRM lead from every new Kajabi purchase, and record the payment in Stripe.

Kajabi purchases instantly generate Microsoft Dynamics 365 CRM leads while logging payment details in Stripe, so sales and billing stay perfectly aligned.

When a Kajabi form submission is added, create a Microsoft Dynamics 365 CRM contact and send a Stripe invoice.

Form submissions in Kajabi automatically set up Microsoft Dynamics 365 CRM contacts and dispatch Stripe invoices without manual intervention.

If a Kajabi purchase is created, update the Microsoft Dynamics 365 CRM contact and record the customer in Stripe.

Paid Kajabi courses immediately update Microsoft Dynamics 365 CRM contact records and register customer profiles in Stripe.

Create a Microsoft Dynamics 365 CRM lead for every new Kajabi purchase, and register them for a Zoom webinar.

Kajabi purchasers are automatically added as Microsoft Dynamics 365 CRM leads and registered for upcoming Zoom webinars without manual list exports.

When a Kajabi form submission is added, create a Microsoft Dynamics 365 CRM contact and schedule a Zoom meeting.

Inbound Kajabi form submissions instantly generate Microsoft Dynamics 365 CRM contacts and book Zoom meetings for quick consultations.

If a Kajabi tag is created, update the Microsoft Dynamics 365 CRM contact and add them to a Zoom webinar session.

Tagged Kajabi users update Microsoft Dynamics 365 CRM contact records and gain automatic registration in Zoom webinars.

Create a Microsoft Dynamics 365 CRM lead for every new Kajabi purchase, and add the subscriber to a Mailchimp list.

New Kajabi purchasers are automatically registered as Microsoft Dynamics 365 CRM leads and added to Mailchimp mailing lists for onboarding campaigns.

When a Kajabi form submission is added, create a Microsoft Dynamics 365 CRM contact and update their Mailchimp subscriber profile.

Kajabi form submissions instantly update Microsoft Dynamics 365 CRM contact records and refresh Mailchimp subscriber tags.

If a Kajabi tag is created, update the Microsoft Dynamics 365 CRM contact and add a subscriber tag in Mailchimp.

Tagged Kajabi users update Microsoft Dynamics 365 CRM records and trigger matching subscriber updates in Mailchimp.

Create a Microsoft Dynamics 365 CRM lead for every new Kajabi purchase, and send a welcome email in Microsoft Outlook.

Kajabi purchases generate Microsoft Dynamics 365 CRM leads and trigger personalized welcome messages directly from Microsoft Outlook.

When a Kajabi form submission is added, create a Microsoft Dynamics 365 CRM contact and schedule a follow-up in Microsoft Outlook.

Kajabi form submissions instantly create Microsoft Dynamics 365 CRM contacts and add calendar follow-up events in Microsoft Outlook.

If a Kajabi tag is created, update the Microsoft Dynamics 365 CRM contact and send a notification email in Microsoft Outlook.

Tagged Kajabi users update Microsoft Dynamics 365 CRM records and trigger alert emails in Microsoft Outlook.

Create a Microsoft Dynamics 365 CRM lead for every new Kajabi purchase, and notify your sales channel in Slack.

New Kajabi purchases create Microsoft Dynamics 365 CRM leads and post instant notifications to your sales channel in Slack.

When a Kajabi form submission is added, create a Microsoft Dynamics 365 CRM contact and alert your team in Slack.

Kajabi form submissions instantly generate Microsoft Dynamics 365 CRM contacts and broadcast lead alerts in Slack.

If a Kajabi tag is created, update the Microsoft Dynamics 365 CRM contact and post an update in Slack.

Tagged Kajabi users update Microsoft Dynamics 365 CRM records and trigger status updates in Slack channels.

Create a Microsoft Dynamics 365 CRM lead for every new Kajabi purchase, and schedule an onboarding call in Calendly.

Kajabi purchasers automatically become Microsoft Dynamics 365 CRM leads and receive Calendly booking links for onboarding.

When a Kajabi form submission is added, create a Microsoft Dynamics 365 CRM contact and invite them to book via Calendly.

Kajabi form submissions instantly generate Microsoft Dynamics 365 CRM contacts and invite prospects to book consultations via Calendly.

If a Kajabi tag is created, update the Microsoft Dynamics 365 CRM contact and send a Calendly booking link.

Tagged Kajabi users update Microsoft Dynamics 365 CRM contact records and receive targeted Calendly scheduling options.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Kajabi

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM Triggers & Actions

Sales order is created in Microsoft Dynamics 365 CRM

Try it →

Contact is updated in Microsoft Dynamics 365 CRM

Triggers the automation when a contact is updated

Try it →

Contact is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new contact is created

Try it →

Account is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new account is created

Try it →

Account is updated in Microsoft Dynamics 365 CRM

Triggers the automation when an account is updated

Try it →

Opportunity is created in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

Try it →

Opportunity is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

Try it →

Case is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new case is created

Try it →

Case is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any case is updated

Try it →

Lead is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new lead is created

Try it →

Lead is updated in Microsoft Dynamics 365 CRM

Triggers the automation when the lead information is updated

Try it →

Quote is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any quote is updated

Try it →

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

Try it →

Tag is created in Kajabi

Triggers the automation when a tag is added

Try it →

Form is created in Kajabi

Triggers the automation when a new form is created

Try it →

What can you automate with Kajabi + Microsoft Dynamics 365 CRM?

Streamline your customer data flow by connecting course purchases and form submissions directly to your CRM records.

Get Started For Free

🎯

Create CRM leads from new Kajabi purchases

Automatically generate a new lead in Microsoft Dynamics 365 CRM the moment a customer completes a purchase in Kajabi. Eliminate manual data entry and start your sales outreach immediately.

📝

Capture every submitted form field

Map all custom answers from your Kajabi landing page forms directly into your Microsoft Dynamics 365 CRM contact profiles. Keep detailed records for better prospect evaluation.

🔔

Alert your sales team instantly

Send real-time notifications to your team in Slack or Microsoft Outlook whenever a high-value course purchase or important form submission comes through.

🔀

Route leads based on submitted tags

Trigger different CRM actions depending on the specific tags or product offers selected in Kajabi. Ensure enterprise prospects get handled by senior reps.

🔄

Keep CRM contacts up to date

Automatically update existing Microsoft Dynamics 365 CRM contacts whenever a user updates their profile or completes a new action in Kajabi.

🔍

Search and update instead of creating duplicates

Check if a contact already exists in Microsoft Dynamics 365 CRM before creating a new record, keeping your database clean and organized.

💳

Handle purchases and customer status changes

Track student milestones, offer completions, and tag creations in Kajabi to update account stages in Microsoft Dynamics 365 CRM.

🌐

Extend your workflow with email tools

Connect Mailchimp or Stripe to your Kajabi and Microsoft Dynamics 365 CRM pipeline to trigger automated marketing campaigns and financial record keeping.

And much more...

Who is Kajabi + Microsoft Dynamics 365 CRM integration for?

Connecting Kajabi and Microsoft Dynamics 365 CRM helps sales teams, marketers, and course creators eliminate manual data entry and keep customer records instantly synchronized.

Performance marketers

Sales representatives

Account managers

Support teams

Course coordinators

Operations directors

📈

Performance marketers

You're running ad campaigns and tracking course signups, but your CRM reports only update when someone manually exports leads, so the conversion counts you're reviewing are always a few hours behind — with this integration, every new purchase lands in your CRM instantly and your data stays current.

⚡

Sales representatives

You need to reach out to new prospects immediately, but submissions sit in your course platform until someone checks the inbox, so leads go cold before you make contact — with this integration, every new form submission creates a CRM lead instantly so you can follow up right away.

📊

Account managers

You answer to stakeholders who want to see client onboarding progress, but pulling data between your marketing platform and CRM takes hours of manual copying — with this integration, every student record updates automatically and keeps your reporting accurate.

📥

Support teams

The volume of new course buyers is too high for anyone to keep up by hand, leading to missing contact profiles and delayed customer support — with this integration, every customer detail flows straight into your CRM without manual data entry.

🔄

Course coordinators

You own student onboarding and depend on your sales team to hand over buyer details from the course platform, but key information often gets missed — with this integration, customer data transfers seamlessly from purchase to CRM record.

🗂️

Operations directors

You need a reliable customer history and keep finding gaps where purchases were made in Kajabi but never logged in Microsoft Dynamics 365 CRM — with this integration, every transaction creates a complete audit trail in your database.

Try This Integration – No Code Needed

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 Microsoft Dynamics 365 CRM + Kajabi

Build and manage your Microsoft Dynamics 365 CRM + Kajabi automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Microsoft Dynamics 365 CRM + Kajabi with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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?

Select Automation

Connect Accounts

That’s it! You just connected Google Sheets to Trello

Automation is ready

Connect Microsoft Dynamics 365 CRM + Kajabi Now

In Just 1 Click!

Price Comparison with Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2

ProductHunt

Most upvoted product of the month

▲ 2000+

Connect Microsoft Dynamics 365 CRM + Kajabi Now

In Just 1 Click!

Frequently Asked Questions

How do I connect Kajabi to Microsoft Dynamics 365 CRM?

You can connect Kajabi to Microsoft Dynamics 365 CRM instantly using 1-click workflows or ask Integrately AI to build the automation for you. Simply pick a ready template, connect your accounts, and sync data across Slack, Stripe, and 1,500+ other apps.

Can I automatically create Microsoft Dynamics 365 CRM leads from Kajabi purchases?

Can I connect Kajabi, Microsoft Dynamics 365 CRM, and Slack?

What is a good Zapier alternative for Kajabi and Microsoft Dynamics 365 CRM?

How does Kajabi handle form submissions and contact data during integration?

Can I update existing Microsoft Dynamics 365 CRM contacts when a Kajabi tag is created?

Do I need coding skills to integrate Kajabi and Microsoft Dynamics 365 CRM?

Is the Kajabi and Microsoft Dynamics 365 CRM integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Kajabi or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Popular Kajabi Integrations

Connect Kajabi with email marketing, course delivery, and webinar platforms to manage your digital content and students.

See All
Kajabi Integrations

No popular apps found

Popular Microsoft Dynamics 365 CRM Integrations

Sync Microsoft Dynamics 365 CRM with billing, project management, and reporting tools to keep data working across your stack.

See All
Microsoft Dynamics 365 CRM Integrations

No popular apps found

Microsoft Dynamics 365 CRM + Kajabi Integration

Integrate Kajabi to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each purchase handled. Enrich leads, update your CRM records, alert your sales team, and trigger custom follow-ups automatically.

Trusted by experts at...

Ready Workflows for Kajabi + Microsoft Dynamics 365 CRM Integration

Capture purchases, create CRM leads, update contact records, alert your sales channel, and trigger follow-ups, all in just one click.

Create Microsoft Dynamics 365 CRM contact from new Kajabi offer

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

Connect more apps to your Kajabi + Microsoft Dynamics 365 CRM flow

Send payment details to billing tools, notify your sales channels, and trigger email campaigns the moment a customer signs up. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Kajabi

Mix and match to build the exact automation you need

What can you automate with Kajabi + Microsoft Dynamics 365 CRM?

Streamline your customer data flow by connecting course purchases and form submissions directly to your CRM records.

Who is Kajabi + Microsoft Dynamics 365 CRM integration for?

Connecting Kajabi and Microsoft Dynamics 365 CRM helps sales teams, marketers, and course creators eliminate manual data entry and keep customer records instantly synchronized.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Kajabi

Build and manage your Microsoft Dynamics 365 CRM + Kajabi automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Kajabi or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft Dynamics 365 CRM + Kajabi Integration

Integrate Kajabi to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each purchase handled. Enrich leads, update your CRM records, alert your sales team, and trigger custom follow-ups automatically.

Trusted by experts at...

Ready Workflows for Kajabi + Microsoft Dynamics 365 CRM Integration

Capture purchases, create CRM leads, update contact records, alert your sales channel, and trigger follow-ups, all in just one click.

Create Microsoft Dynamics 365 CRM contact from new Kajabi offer

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

Connect more apps to your Kajabi + Microsoft Dynamics 365 CRM flow

Send payment details to billing tools, notify your sales channels, and trigger email campaigns the moment a customer signs up. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Kajabi

Mix and match to build the exact automation you need

What can you automate with Kajabi + Microsoft Dynamics 365 CRM?

Streamline your customer data flow by connecting course purchases and form submissions directly to your CRM records.

Who is Kajabi + Microsoft Dynamics 365 CRM integration for?

Connecting Kajabi and Microsoft Dynamics 365 CRM helps sales teams, marketers, and course creators eliminate manual data entry and keep customer records instantly synchronized.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Kajabi

Build and manage your Microsoft Dynamics 365 CRM + Kajabi automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Kajabi or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click