Workbooks CRM + Kajabi Integration

Q: Can I automatically turn Kajabi form submissions into Workbooks CRM sales leads?

Yes, every form submission added in Kajabi can automatically create a sales lead in Workbooks CRM. Start with a ready workflow or customize your fields using Integrately AI.

Q: Can I connect Kajabi, Workbooks CRM, and Google Sheets?

You can connect Kajabi, Workbooks CRM, and Google Sheets to sync form submissions, log orders, and keep spreadsheets updated automatically alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Kajabi and Workbooks CRM?

Integrately is a fast, reliable alternative for Kajabi and Workbooks CRM with 20 million+ ready automation templates, 24/5 live chat support, and 42,000+ active users.

Q: How does Kajabi handle form submissions and customer purchases in this integration?

Form submissions and purchases in Kajabi trigger instant actions in Workbooks CRM like creating sales leads or generating customer orders without manual data copying.

Q: How does Workbooks CRM receive updates from Kajabi events?

Workbooks CRM automatically creates or updates sales leads, customer orders, and person records the moment triggers occur in Kajabi.

Q: Do I need coding skills to automate Kajabi and Workbooks CRM?

No coding skills are required to connect Kajabi and Workbooks CRM. Use pre-built automation templates or ask Integrately AI to build your exact workflow.

Q: Is the Kajabi and Workbooks CRM integration free?

The Kajabi and Workbooks CRM integration is available on a free forever plan with access to ready workflows and multi-step automations.

Integrate Kajabi to Workbooks CRM in one click, or tell Integrately AI how you want each form submission handled. Capture new leads, update your CRM records, alert your team, and trigger follow-ups automatically.

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Free forever.

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Credit note is posted in Workbooks CRM Instant
Invoice is complete and its status is posted in Workbooks CRM Instant
Task is created in Workbooks CRM Instant
New sales lead is created in Workbooks CRM Instant
Product is created in Workbooks CRM Instant
Meeting is created in Workbooks CRM Instant
Marketing campaign is created in Workbooks CRM Instant
Person is created in Workbooks CRM Instant
Case is created in Workbooks CRM Instant
Organization is created in Workbooks CRM 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

Update customer order in Workbooks CRM
Update organization in Workbooks CRM
Create marketing campaign member status in Workbooks CRM
Search marketing campaign status in Workbooks CRM
Search marketing campaign in Workbooks CRM
Create customer order and line items in Workbooks CRM
Search customer order in Workbooks CRM
Create marketing campaign member in Workbooks CRM
Search marketing campaign member in Workbooks CRM
Update marketing campaign member in Workbooks CRM
Search sales lead in Workbooks CRM
Update sales lead in Workbooks CRM
Create task in Workbooks CRM
Create case in Workbooks CRM
Create customer order in Workbooks CRM
Create organization in Workbooks CRM
Create person in Workbooks CRM
Create sales lead in Workbooks CRM
Search person in Workbooks CRM
Update person in Workbooks CRM
Search organization in Workbooks CRM

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Ready Workflows for Kajabi + Workbooks CRM Integration

Capture form submissions, create sales leads, keep customer records updated, alert your team, and send follow-ups, all in just one click.

Create Workbooks 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 Workbooks CRM? This integration will allow you to automatically create a contact for each new offer in Workbooks 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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Create Workbooks CRM task for new Kajabi offer

Kajabi + Workbooks CRM Integration

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Connect more apps to your Kajabi + Workbooks CRM flow

Send lead details to email marketing, schedule follow-up meetings, or sync transaction data after every Kajabi form submission. Pick a combination and activate it in one click.

Mailchimp (4)

Stripe (3)

Zoom (3)

Google Calendar (3)

Google Sheets (3)

Slack (3)

Add every new Kajabi form submission to Mailchimp and create a sales lead in Workbooks CRM.

New Kajabi form submissions instantly populate Mailchimp and create a sales lead in Workbooks CRM without manual data entry.

When a purchase is created in Kajabi, add a subscriber in Mailchimp and create a customer order in Workbooks CRM.

New buyers are instantly added to your Mailchimp list and logged as a customer order in Workbooks CRM.

If a Kajabi tag is created, update the subscriber in Mailchimp and update the person in Workbooks CRM.

Tag updates in Kajabi automatically trigger profile updates in Mailchimp and Workbooks CRM.

Use ChatGPT to summarise Kajabi form submissions, add the contact to Mailchimp, and create a sales lead in Workbooks CRM.

AI summarises Kajabi form responses before updating Mailchimp and creating a sales lead in Workbooks CRM.

When a Stripe charge succeeds, create an offer in Kajabi and a customer order in Workbooks CRM.

Successful Stripe payments automatically provision Kajabi offers and create customer orders in Workbooks CRM.

When a Kajabi purchase is created, record the payment in Stripe and create a sales lead in Workbooks CRM.

Kajabi purchases trigger payment verification in Stripe and create a sales lead in Workbooks CRM.

When a Stripe subscription is cancelled, update the customer order in Workbooks CRM and create a task in Kajabi.

Cancelled Stripe subscriptions update your Workbooks CRM customer orders and log cancellation tasks.

When a Kajabi form is submitted, register the participant in Zoom and create a sales lead in Workbooks CRM.

Kajabi form submissions automatically register participants for Zoom webinars and create sales leads in Workbooks CRM.

When a Zoom meeting is created, create an offer in Kajabi and a meeting in Workbooks CRM.

New Zoom meetings trigger digital offer provisioning in Kajabi and calendar logging in Workbooks CRM.

When a Zoom webinar ends, update the sales lead in Workbooks CRM and create a tag in Kajabi.

Completed Zoom webinars update your Workbooks CRM sales leads and assign tracking tags in Kajabi.

When a Kajabi form is submitted, schedule a Google Calendar event and create a task in Workbooks CRM.

Form submissions in Kajabi automatically create Google Calendar appointments and schedule Workbooks CRM tasks.

When a Google Calendar event is created, create an offer in Kajabi and a meeting in Workbooks CRM.

Calendar bookings automatically provision Kajabi access and log meetings in Workbooks CRM.

When a purchase is created in Kajabi, update the Google Calendar event and update the sales lead in Workbooks CRM.

Kajabi purchases update calendar event details and refresh sales lead records in Workbooks CRM.

Add every Kajabi form submission to Google Sheets and create a sales lead in Workbooks CRM.

Kajabi form submissions populate Google Sheets spreadsheets and create sales leads in Workbooks CRM instantly.

When a purchase is created in Kajabi, log the details in Google Sheets and create a customer order in Workbooks CRM.

New Kajabi purchases record transaction rows in Google Sheets and generate customer orders in Workbooks CRM.

When a sales lead is updated in Workbooks CRM, update the matching Google Sheets row and create a tag in Kajabi.

Workbooks CRM lead updates refresh your Google Sheets records and assign corresponding tags in Kajabi.

When a Kajabi form is submitted, create a sales lead in Workbooks CRM and notify your sales channel in Slack.

New Kajabi form submissions create Workbooks CRM sales leads and alert your team instantly on Slack.

When a purchase is created in Kajabi, create a customer order in Workbooks CRM and post an alert in Slack.

Kajabi purchases generate customer orders in Workbooks CRM and post revenue notifications in Slack.

When an invoice is posted in Workbooks CRM, create a tag in Kajabi and notify your finance channel in Slack.

Posted Workbooks CRM invoices trigger member tagging in Kajabi and finance alerts in Slack.

Supported triggers and actions for Workbooks CRM and Kajabi

Mix and match to build the exact automation you need

Workbooks CRM Triggers & Actions

Instant

Credit note is posted in Workbooks CRM

Triggers the automation when a credit note is posted

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Instant

Invoice is complete and its status is posted in Workbooks CRM

Triggers the automation when an invoice is complete and its status is posted

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Instant

Task is created in Workbooks CRM

Triggers the automation when a task is created

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Instant

New sales lead is created in Workbooks CRM

Triggers the automation when a new sales lead is created

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Instant

Product is created in Workbooks CRM

Triggers the automation when a product is created

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Instant

Meeting is created in Workbooks CRM

Triggers the automation when a meeting is created

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Instant

Marketing campaign is created in Workbooks CRM

Triggers the automation when a marketing campaign is created

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Instant

Person is created in Workbooks CRM

Triggers the automation when a person is created

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Instant

Case is created in Workbooks CRM

Triggers the automation when a case is created

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Instant

Organization is created in Workbooks CRM

Triggers the automation when an organization is created

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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

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

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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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What can you automate with Kajabi + Workbooks CRM?

Streamline your content sales and CRM operations with powerful automated workflows.

Get Started For Free

📥

Turn Kajabi form submissions into sales leads

Automatically create a new sales lead in Workbooks CRM the moment a visitor completes a form submission in Kajabi. Remove manual entry and ensure zero leads slip through the cracks.

🏷️

Capture every custom tag and offer detail

Map every form field, tag creation, and offer detail from Kajabi straight into your Workbooks CRM records. Keep your database rich with complete prospect information.

🔔

Alert your team instantly on Slack

Send instant notifications to your sales or support channel whenever a new purchase is created in Kajabi or a sales lead is updated in Workbooks CRM.

🔀

Route records based on submitted criteria

Perform different actions depending on the specific form data or tags submitted in Kajabi. Direct high-value prospects to priority queues in Workbooks CRM.

🔄

Keep customer records synchronized

Automatically update person and organization records in Workbooks CRM whenever member details or tags change in Kajabi.

🔍

Search and update existing records

Prevent duplicate entries by checking if a contact already exists in Workbooks CRM before updating their profile with new Kajabi activity.

💳

Handle purchases and invoice statuses

Sync new purchases, customer orders, and posted invoice statuses between Kajabi and Workbooks CRM to keep financial tracking accurate.

🌐

Extend your workflow to Google Sheets

Push Kajabi form submissions and Workbooks CRM sales leads into Google Sheets for custom reporting and cross-team analysis.

And much more...

Who is Kajabi + Workbooks CRM integration for?

Course creators, marketers, and sales leaders using Kajabi and Workbooks CRM who need seamless data flow and up-to-date pipeline visibility.

Performance marketers

Sales representatives

Agency account managers

Operations directors

Customer success teams

Finance managers

📈

Performance marketers

You're running marketing campaigns driving traffic to Kajabi landing pages, but your sales reports only update when someone manually exports submissions, so the metrics you're optimising against are always outdated — this integration means every new form submission lands in Workbooks CRM instantly and your tracking stays current.

⚡

Sales representatives

You need to follow up with inbound course prospects immediately, but submissions sit in Kajabi until someone remembers to copy them over, meaning hot leads go cold — automating both apps means every lead creates a sales lead in Workbooks CRM right away so you can reach out first.

🤝

Agency account managers

You report on client lead generation pipelines weekly, but keeping customer records updated across Kajabi and Workbooks CRM takes hours of manual transcription — connecting these apps means every form submission and purchase populates your CRM records automatically without manual data entry.

📊

Operations directors

Your business handles high volumes of course signups and content purchases daily, making manual record keeping impossible to maintain without errors — automating both apps means customer orders and sales leads are processed instantly with complete data accuracy.

🔄

Customer success teams

You own the onboarding journey after a customer buys in Kajabi, but rely on upstream sales teams to hand over account details manually — this integration means every purchase generates a customer order in Workbooks CRM instantly so onboarding starts without delay.

📋

Finance managers

You rely on a complete purchase history for revenue reconciliation, but missing form entries and delayed order logs create constant audit gaps — automating both apps means every transaction and invoice status update is recorded reliably in your CRM.

Try This Integration – No Code Needed

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

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Why choose Integrately to automate Workbooks CRM + Kajabi

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

1,500+ apps connected

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

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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.

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Frequently Asked Questions

How do I connect Kajabi to Workbooks CRM?

You can connect Kajabi to Workbooks CRM in minutes using 1-click ready workflows or Integrately AI. Select a template, link your accounts with Mailchimp, Slack, or Google Sheets, and your automations run instantly.

Can I automatically turn Kajabi form submissions into Workbooks CRM sales leads?

Can I connect Kajabi, Workbooks CRM, and Google Sheets?

What is a good Zapier alternative for Kajabi and Workbooks CRM?

How does Kajabi handle form submissions and customer purchases in this integration?

How does Workbooks CRM receive updates from Kajabi events?

Do I need coding skills to automate Kajabi and Workbooks CRM?

Is the Kajabi and Workbooks 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?

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Workbooks CRM + Kajabi Integration

Integrate Kajabi to Workbooks CRM in one click, or tell Integrately AI how you want each form submission handled. Capture new leads, update your CRM records, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Kajabi + Workbooks CRM Integration

Capture form submissions, create sales leads, keep customer records updated, alert your team, and send follow-ups, all in just one click.

Create Workbooks CRM contact from new Kajabi offer

Create Workbooks CRM task for 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 + Workbooks CRM flow

Send lead details to email marketing, schedule follow-up meetings, or sync transaction data after every Kajabi form submission. Pick a combination and activate it in one click.

Supported triggers and actions for Workbooks CRM and Kajabi

Mix and match to build the exact automation you need

What can you automate with Kajabi + Workbooks CRM?

Streamline your content sales and CRM operations with powerful automated workflows.

Who is Kajabi + Workbooks CRM integration for?

Course creators, marketers, and sales leaders using Kajabi and Workbooks CRM who need seamless data flow and up-to-date pipeline visibility.

Did you know?

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

Why choose Integrately to automate Workbooks CRM + Kajabi

Build and manage your Workbooks 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 Workbooks CRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Workbooks CRM + Kajabi Integration

Integrate Kajabi to Workbooks CRM in one click, or tell Integrately AI how you want each form submission handled. Capture new leads, update your CRM records, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Kajabi + Workbooks CRM Integration

Capture form submissions, create sales leads, keep customer records updated, alert your team, and send follow-ups, all in just one click.

Create Workbooks CRM contact from new Kajabi offer

Create Workbooks CRM task for 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 + Workbooks CRM flow

Send lead details to email marketing, schedule follow-up meetings, or sync transaction data after every Kajabi form submission. Pick a combination and activate it in one click.

Supported triggers and actions for Workbooks CRM and Kajabi

Mix and match to build the exact automation you need

What can you automate with Kajabi + Workbooks CRM?

Streamline your content sales and CRM operations with powerful automated workflows.

Who is Kajabi + Workbooks CRM integration for?

Course creators, marketers, and sales leaders using Kajabi and Workbooks CRM who need seamless data flow and up-to-date pipeline visibility.

Did you know?

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

Why choose Integrately to automate Workbooks CRM + Kajabi

Build and manage your Workbooks 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 Workbooks 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