Teamwork CRM + Kajabi Integration

Integrate Kajabi to Teamwork CRM in one click, or tell Integrately AI how you want each purchase handled. Track sales pipelines, create new deals, update contacts, and notify your sales team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork 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.
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM

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Ready Workflows Ready Workflows for Kajabi + Teamwork CRM Integration

Capture purchases, create deals, update contacts, log activities, and alert your team, all in just one click.

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

Create Teamwork 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 Teamwork CRM? This integration will allow you to automatically create a contact for each new offer in Teamwork 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 task in mind? Describe it

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Connect more apps to your Kajabi + Teamwork CRM flow

Capture customer payments, send email marketing campaigns, schedule coaching calls, and keep your financial sheets updated. Pick a combination and activate it in one click.

Teamwork CRM
Kajabi
+
StripeStripe (5)
+
MailchimpMailchimp (5)
+
ZoomZoom (4)
+
Google SheetsGoogle Sheets (5)
+
CalendlyCalendly (4)
+
TypeformTypeform (4)
K
S
T
When a new Kajabi purchase is created, create a customer in Stripe and add a contact in Teamwork CRM
New Kajabi purchases instantly create a customer in Stripe and a contact in Teamwork CRM without manual data entry.
K
S
T
When a new Kajabi offer is created, create a product in Stripe and create a deal in Teamwork CRM
Every new Kajabi offer automatically sets up a product in Stripe and a tracked deal in Teamwork CRM.
K
S
T
When a new Kajabi form submission is added, create a Stripe customer and log a note in Teamwork CRM
Form submissions in Kajabi immediately generate a Stripe customer profile and a detailed note in Teamwork CRM.
K
S
T
When a new Kajabi tag is created, create a Stripe customer and create an activity in Teamwork CRM
New tags in Kajabi trigger Stripe customer creation and schedule a follow-up activity in Teamwork CRM.
K
C
S
T
Use Claude to summarise every new Kajabi purchase, create a Stripe customer, and log the summary as a note in Teamwork CRM
Claude generates a purchase summary that feeds into Stripe customer creation and Teamwork CRM notes automatically.

Supported triggers and actions for Teamwork CRM and Kajabi

Mix and match to build the exact automation you need

Teamwork CRM
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
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Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
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Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
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Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
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Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
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Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
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Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
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Instant
Note is created in Teamwork CRM
Triggers the automation when a new note is created
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Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
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Create deal in Teamwork CRM
Generates a new deal with
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Search deal in Teamwork CRM
Retrieves and find a deal
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Create contact in Teamwork CRM
Adds a new contact to the database
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Search contact in Teamwork CRM
Finds and retrieves contact information
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Create company in Teamwork CRM
Generates a new company profile with given details
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Search company in Teamwork CRM
Finds information about a company
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Create note in Teamwork CRM
Creates a new note in the particular format
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Create activity in Teamwork CRM
Generates a new activity or task
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Search activity in Teamwork CRM
Retrieves search results based on particular criteria
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Create pipeline in Teamwork CRM
Creates a new pipeline
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Create stage in Teamwork CRM
Generates a new stage for the workflow
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Search country in Teamwork CRM
Searches for a country
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Search user in Teamwork CRM
Searches for a user
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Create product in Teamwork CRM
Generates and launch new products
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Search product in Teamwork CRM
Searches for a product
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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
Try it →
No action is available

What can you automate with Kajabi + Teamwork CRM?

Streamline your digital sales workflow by automatically connecting course purchases, form submissions, and customer data directly to your sales pipeline.

What you can automate?
🛍️
Create deals from every new purchase
Automatically create a tracked deal in Teamwork CRM the moment a customer completes a purchase in Kajabi, eliminating manual entry.
📝
Capture every submitted form detail
Map all form submission answers and custom fields from Kajabi directly into Teamwork CRM contacts and notes for complete lead context.
🔔
Alert your team instantly on new leads
Notify sales reps and account managers the second a new lead or purchase is registered in Kajabi so they can follow up immediately.
🔀
Route records based on submitted data
Send leads to different pipelines or assign specific deal stages in Teamwork CRM depending on the offer or tags selected in Kajabi.
🔄
Keep contact records fully updated
Automatically update existing customer profiles in Teamwork CRM whenever purchase status or form details change in Kajabi.
🔍
Search and update instead of duplicates
Check if a contact or company already exists in Teamwork CRM before creating new records, keeping your database clean.
📅
Schedule follow-up activities automatically
Create automated tasks and sales activities in Teamwork CRM whenever a new customer enrolls in a Kajabi membership site.
💳
Extend workflows to payment and billing apps
Connect your Kajabi and Teamwork CRM flow with Stripe to automatically generate customer billing records and invoices upon purchase.
And much more...

Who is Kajabi + Teamwork CRM integration for?

Course creators, online educators, and sales teams managing digital products rely on this integration to eliminate manual data entry and keep customer pipelines completely synchronized.

Sales managers
Sales managers
Account executives
Account executives
Client success teams
Client success teams
Operations directors
Operations directors
Onboarding specialists
Onboarding specialists
Finance leads
Finance leads
📊
Sales managers
You're reviewing course sales and purchase data in Kajabi, but your revenue reports only update when someone manually exports records, so the metrics you're presenting are always hours out of date — with this integration, every new purchase lands in your CRM instantly and your pipeline reports stay current.
Account executives
You're launching new webinars and lead magnets in Kajabi, but your sales reps find out about hot leads long after they register, so follow-ups happen too late — automating both apps means new leads appear in Teamwork CRM immediately so reps can reach out right away.
🤝
Client success teams
You're enrolling clients into high-ticket coaching programs on Kajabi, but your stakeholders have no visibility into who has started onboarding, so progress updates are always a guessing game — connecting these apps means every enrollment creates a tracked deal in Teamwork CRM so stakeholders see real-time progress.
📈
Operations directors
You're processing hundreds of digital course purchases and form submissions daily on Kajabi, but your team cannot keep up with manual data entry, so customer records get missed or delayed — automating both apps means every submission flows straight into Teamwork CRM without manual intervention.
👥
Onboarding specialists
You're delivering online content and membership sites through Kajabi, but your fulfillment team depends on upstream notifications to start onboarding, so handoffs frequently stall — this integration means every new customer purchase automatically creates the necessary CRM records to kick off onboarding instantly.
📋
Finance leads
You're selling digital products and memberships on Kajabi, but your customer purchase history in Teamwork CRM keeps ending up with missing entries, so audits become painful and inaccurate — automating both apps means every transaction is logged reliably with complete historical records.
Our team

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Why choose Integrately to automate Teamwork CRM + Kajabi

Build and manage your Teamwork 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 Teamwork 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 Kajabi to Teamwork CRM?
Frequently Asked Questions
You can connect Kajabi to Teamwork CRM in one click using pre-built workflows or ask Integrately AI to build custom automations. With 42,000+ active users and 1,500+ integrations, setup takes minutes without writing code.
Can I automatically create deals in Teamwork CRM when a Kajabi purchase is made?
Frequently Asked Questions
Can I connect Kajabi, Teamwork CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Kajabi and Teamwork CRM?
Frequently Asked Questions
How does Kajabi handle form submissions in this integration?
Frequently Asked Questions
Can I update Teamwork CRM contacts when a Kajabi tag is created?
Frequently Asked Questions
Do I need coding skills to automate Kajabi and Teamwork CRM?
Frequently Asked Questions
Is the Kajabi and Teamwork CRM integration free?
Frequently Asked Questions
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