Microsoft Office 365 + Kajabi Integration

Integrate Kajabi to Microsoft Office 365 in one click, or tell Integrately AI how you want each purchase handled. Notify your team, create contacts, send emails, and keep customer records updated automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
  • 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.
  • Microsoft Office 365
    Retrieve Event Attachment in Microsoft Office 365
  • Microsoft Office 365
    Retrieve Message Attachment in Microsoft Office 365
  • Microsoft Office 365
    Send email in Microsoft Office 365
  • Microsoft Office 365
    Create draft email in Microsoft Office 365
  • Microsoft Office 365
    Create event in Microsoft Office 365
  • Microsoft Office 365
    Create contact in Microsoft Office 365
  • Microsoft Office 365
    Update contact in Microsoft Office 365
  • Microsoft Office 365
    Search contact in Microsoft Office 365

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Ready Workflows Ready Workflows for Kajabi + Microsoft Office 365 Integration

Capture purchases, send emails, create contacts, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Kajabi + Microsoft Office 365 Integration

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

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 Kajabi + Microsoft Office 365 flow

Sync your customer data with marketing lists, track payments, log meetings, and manage tasks across your tools. Pick a combination and activate it in one click.

Microsoft Office 365
Kajabi
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
ZoomZoom (4)
+
Google DriveGoogle Drive (4)
+
AsanaAsana (4)
+
SlackSlack (4)
K
M
M
Add every new Kajabi purchase subscriber to Mailchimp, and create a contact in Microsoft Office 365
New buyers are added to Mailchimp and registered in Microsoft Office 365 the moment a purchase is created in Kajabi.
K
M
M
When a form submission is added in Kajabi, add the lead to Mailchimp and send a confirmation email in Microsoft Office 365
Form leads flow into Mailchimp instantly while Microsoft Office 365 sends out your initial welcome message.
K
M
M
If a tag is created in Kajabi, update the subscriber in Mailchimp and create a contact in Microsoft Office 365
Segment your Mailchimp audience and update Microsoft Office 365 records automatically whenever a Kajabi tag is applied.
K
M
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When an offer is created in Kajabi, add a subscriber in Mailchimp and schedule an event in Microsoft Office 365
New course offers trigger Mailchimp list additions and set up corresponding Microsoft Office 365 calendar events.

Supported triggers and actions for Microsoft Office 365 and Kajabi

Mix and match to build the exact automation you need

Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Email is received in Microsoft Office 365
Triggers the automation when an email is received
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Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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Email is created in Microsoft Office 365
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it β†’
Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
Try it β†’
Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
Try it β†’
Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
Try it β†’
Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
Try it β†’
Send email in Microsoft Office 365
Sends an email to a recipient
Try it β†’
Create draft email in Microsoft Office 365
Adds a new contact to the contact list
Try it β†’
Create event in Microsoft Office 365
Adds a new contact to the contact list
Try it β†’
Create contact in Microsoft Office 365
Adds a new contact to the database
Try it β†’
Update contact in Microsoft Office 365
Updates contact information with new details
Try it β†’
Search contact in Microsoft Office 365
Finds and retrieves contact information
Try it β†’
Kajabi
Kajabi Triggers & Actions
Instant
Form submission is added in Kajabi
Triggers the automation when a form is filled
Try it β†’
Offer is created in Kajabi
Triggers the automation when a new offer is added
Try it β†’
Instant
Purchase is created in Kajabi
Triggers the automation when a new purchase is created
Try it β†’
Site is created in Kajabi
Triggers the automation when a new site is created
Try it β†’
Tag is created in Kajabi
Triggers the automation when a tag is added
Try it β†’
Form is created in Kajabi
Triggers the automation when a new form is created
Try it β†’
No action is available

What can you automate with Kajabi + Microsoft Office 365?

Streamline your digital business operations by connecting Kajabi triggers directly to Microsoft Office 365 actions.

What you can automate?
πŸš€
Automate contact creation from every new purchase
Instantly generate a contact record in Microsoft Office 365 the moment a purchase is created in Kajabi. Eliminate manual data entry and ensure every paying customer is registered right away.
πŸ“
Capture every submitted form field
Map detailed form submissions from Kajabi directly into your Microsoft Office 365 contacts and emails. Ensure no custom question answers or buyer notes get lost during transfer.
πŸ””
Notify your team as soon as sales happen
Trigger instant email notifications or draft messages in Microsoft Office 365 whenever a new purchase or form submission occurs in Kajabi. Keep your team aligned without manual check-ins.
πŸ”€
Route workflows based on submitted tags
Execute different actions in Microsoft Office 365 depending on the specific tags or offers created in Kajabi. Tailor your follow-up communications precisely to customer interests.
πŸ”„
Keep customer records updated automatically
Automatically update existing contact details in Microsoft Office 365 whenever a user updates their profile or triggers a tag change in Kajabi. Maintain pristine data hygiene effortlessly.
πŸ›‘οΈ
Prevent duplicate records with smart matching
Search existing Microsoft Office 365 contacts before creating new entries to avoid duplicates. Keep your directory clean and organized as your Kajabi student base grows.
πŸ“…
Schedule calendar events for new offers
Automatically create calendar events and meetings in Microsoft Office 365 when new offers or launch dates are established in Kajabi. Coordinate team schedules with zero friction.
πŸ”—
Extend your workflow to external apps
Connect your Kajabi and Microsoft Office 365 flow to popular marketing and productivity tools like Mailchimp. Build multi-step pipelines that handle your entire business ecosystem.
And much more...

Who is Kajabi + Microsoft Office 365 integration for?

Connecting Kajabi and Microsoft Office 365 helps online business owners, marketers, and course creators eliminate manual data entry and maintain accurate customer records.

Course creators and analysts
Course creators and analysts
Sales and admissions teams
Sales and admissions teams
Client success managers
Client success managers
High-volume membership operators
High-volume membership operators
Operations coordinators
Operations coordinators
Administrative coordinators
Administrative coordinators
πŸ“ˆ
Course creators and analysts
You rely on purchase reports and form submissions to measure course growth, but manual export delays leave your revenue spreadsheets outdated β€” with this integration, every new purchase record lands in your system instantly and your tracking stays current.
⚑
Sales and admissions teams
You need to follow up with new leads immediately, but waiting for manual notifications means hours pass before anyone reaches out β€”automating both apps means every form submission triggers instant contact creation and team alerts.
🀝
Client success managers
You answer to students and clients who expect prompt onboarding communications, but scattered enrollment data causes missed welcome emails β€” connecting these apps means every new signup receives instant emails and calendar invites.
πŸ“Š
High-volume membership operators
The volume of daily course signups and purchases is too high for your staff to keep up with by hand, leading to missing contact profiles β€”this integration means every submission and buyer profile is captured automatically without manual entry.
🎯
Operations coordinators
You depend on upstream purchase data to trigger internal fulfillment and scheduling tasks, but manual handoffs create bottlenecks β€”automating both apps means every new offer or order instantly initiates downstream task creation.
πŸ“
Administrative coordinators
You need a reliable customer history across your communication and business apps, but manual copy-pasting leaves frequent gaps in your database β€”this integration means your contact lists and calendars remain complete and error-free.
Our team

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Why choose Integrately to automate Microsoft Office 365 + Kajabi

Build and manage your Microsoft Office 365 + 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 Microsoft Office 365 + 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 β€” 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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Frequently Asked Questions

How do I connect Kajabi to Microsoft Office 365?
Frequently Asked Questions
You can connect Kajabi to Microsoft Office 365 in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking tools like Mailchimp, Stripe, and Slack.
Can I automatically create Microsoft Office 365 contacts from Kajabi purchases?
Frequently Asked Questions
Can I connect Kajabi, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kajabi and Microsoft Office 365?
Frequently Asked Questions
How do Kajabi form submissions trigger Microsoft Office 365 emails?
Frequently Asked Questions
Can Microsoft Office 365 calendar events be created from Kajabi offers?
Frequently Asked Questions
Do I need coding skills to automate Kajabi and Microsoft Office 365?
Frequently Asked Questions
Is the Kajabi and Microsoft Office 365 integration free?
Frequently Asked Questions
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You Can Also Connect Kajabi or Microsoft Office 365 With 1500+ Other Apps

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