Tally + Kajabi Integration
Integrate Kajabi to Tally in one click, or tell Integrately AI how you want each submission handled. Sync form data, capture customer feedback, update your records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Response is created in Tally Instant
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
2.
Trusted by experts at...
Ready Workflows for Tally + Kajabi Integration
Capture form submissions, organise responses, track purchases, route leads, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 Kajabi + Tally flow
Teams often want to sync form responses with CRMs, notify staff on messaging apps, and log data in spreadsheets once Kajabi and Tally events occur. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
Mailchimp (4)
Mailchimp (4) +
Google Sheets (4)
Google Sheets (4) +
Zoom (4)
Zoom (4) +
Slack (4)
Slack (4) +
Calendly (4)
Calendly (4) T
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Create a Stripe customer for every new Tally response, and track the Kajabi purchase
New Tally responses instantly generate Stripe customers while syncing with Kajabi purchase events, eliminating manual data entry.
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When a Kajabi purchase is created, record the payment in Stripe and log the Tally response
Record payment details in Stripe and connect them to your Tally survey responses the moment a Kajabi purchase occurs.
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If a Tally response indicates VIP status, create a premium Stripe subscription and tag the Kajabi offer
Route high-value form respondents into premium Stripe billing tiers and update your Kajabi offers automatically.
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Use ChatGPT to summarise Stripe payment failures, update Tally records, and notify Kajabi admins
AI analyses failed Stripe charges, updates survey feedback files, and alerts your Kajabi management team.
Supported triggers and actions for Tally and Kajabi
Mix and match to build the exact automation you need
Tally Triggers & Actions
Kajabi Triggers & Actions
Instant
Purchase is created in Kajabi
Triggers the automation when a new purchase is created
Try it → What can you automate with Kajabi + Tally?
Connect your course platform and form builder to streamline data flow across your entire business stack.
🔗
Sync form submissions and survey responses instantly
Capture every Kajabi form submission and Tally response the moment it occurs. Eliminate manual data exports and keep your records unified.
📋
Capture every submitted response field
Map all available survey and form fields into your destination tables instead of just basic names and emails. Your data becomes significantly more useful for review.
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Notify the right team member immediately
Alert your sales or support staff the second a high-value form submission or survey response arrives. Ensure prompt follow-up without manual monitoring.
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Route submissions based on custom form answers
Send VIP survey respondents down an expedited onboarding path while standard submissions follow a regular workflow. Tailor your operations to customer inputs.
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Keep destination records fully up to date
Automatically update existing database rows and customer profiles when repeat form submissions occur. Prevent outdated information from cluttering your workspace.
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Add or update records without creating duplicates
Check for existing contact entries before creating new records. Maintain a clean database by updating existing profiles with fresh submission data.
📌
Handle later status changes and order updates
Track course purchases, refund events, and updated survey answers across your connected tools. Keep your entire stack synchronized through every lifecycle stage.
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Extend your workflow to Slack and spreadsheets
Connect your core Kajabi and Tally setup with Slack, Google Sheets, or Stripe to notify teams and log records automatically in one continuous pipeline.
And much more...
Who is Kajabi + Tally integration for?
Course creators, marketers, and operations teams rely on Kajabi and Tally to eliminate manual data entry and streamline customer onboarding workflows.
Performance marketers
Sales representatives
Client success managers
Operations managers
Course administrators
Finance auditors
📈
Performance marketers
You're running marketing campaigns across multiple landing pages but your tracking sheet only updates when someone manually exports form submissions, so the row counts you're optimising against are always a few hours behind — automating both apps means every new submission lands in the sheet instantly and your data stays current.
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Sales representatives
You need to act fast on incoming survey feedback and course enquiries, but contact details sit trapped in form notifications until someone copies them over, so hot leads go cold before you reply — automating both apps means every new enquiry triggers instant alerts and your response times stay lightning fast.
🤝
Client success managers
You answer to stakeholders who want to see live progress reports on student onboarding and intake surveys, but gathering the metrics by hand takes hours every week — automating both apps means client dashboards update continuously and review meetings run smoothly.
📊
Operations managers
The volume of daily course purchases and feedback submissions is too high for anyone to keep up by hand, leading to missed records and frustrated team members — automating both apps means every transaction and submission is processed reliably without manual intervention.
🎓
Course administrators
You depend on student registrations from marketing forms to provision access and send welcome materials, but delays in handoffs cause student friction — this integration means every new student registration triggers immediate downstream setup so learners get started right away.
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Finance auditors
You need a reliable, uncompromised transaction history for financial reconciliation, but keep finding gaps between your purchase logs and survey records — automating both apps means every purchase and submission is logged consistently with zero missing entries.
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 Tally + Kajabi
Build and manage your Tally + Kajabi automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Tally + 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Tally + Kajabi Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Kajabi to Tally?
You can connect Kajabi to Tally using 1-click automations on Integrately. Link your accounts, select a ready template, or ask Integrately AI to build your custom flow with tools like Google Sheets, Slack, and Stripe.
Can I automatically sync survey responses from Tally with Kajabi course data?
Can I connect Kajabi, Tally, and Google Sheets?
What is a good Zapier alternative for Kajabi and Tally?
How do Kajabi form submissions trigger downstream tasks?
How are Tally responses captured in automated workflows?
Do I need coding skills to automate Kajabi and Tally?
Is the Kajabi and Tally integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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