Updated: Dec 4, 2022
Zapier is an assignment that allows you to integrate Constant Contacts and ActiveCampaign to automate repetitive tasks simply.
About Active Campaign
A CRM with email and sales automation keeps all your customer data organized in one platform. Manage multiple pipelines, update deals, and always follow up at the perfect moment.
Kajabi empowers you to create all kinds of content to showcase what you know best, including online courses, coaching programs, podcasts, memberships, and more.
*Remember to have accounts in both apps.
Trigger when someone completes an assessment.
New Form Submission
Triggers when a form is submitted.
Triggers when an offer is purchased.
Triggers when a tag is added to a contact.
Triggers when a tag is removed from a contact.
New or Updated Custom Object Record
Triggers when a Custom Object record is created or updated.
Custom Object Record Deleted
Triggers when a custom object record is deleted in ActiveCampaign
Deal Task Completed
Triggers when a deal task has been completed.
New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
New Campaign Bounce
Triggers when a contact email address bounces from a sent campaign.
New Campaign Link Click
Triggers when a contact clicks a link in a campaign message (will only run once for each unique link).
New Campaign Open
Triggers when a contact opens a campaign (will trigger once per contact per campaign).
New Campaign Starts Sending
Triggers when a new campaign starts sending.
New Campaign Unsubscribe
Triggers when a contact unsubscribes as a result of a campaign email sent to them.
New Contact Note
Triggers when a new contact note is added.
New Contact Task
Triggers when a new contact task is created.
New Deal Note
Triggers when a new deal note is created.
New Deal Task
Triggers when a new deal task is created.
New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
New Contact Added to List
Triggers when a new contact is added to a list.
Triggers when an existing contact details are updated.
New or Updated Contact
Triggers when a new contact is added or existing contact's details are updated.
Tag Added or Removed From Contact
Triggers when a a Tag is added or removed from a Contact
Grant Access to an Offer
Grants a new or existing member access to an Offer and its Products.
Create Form Submission
Submits a Form on behalf of a contact. This will opt in the contact for email marketing.
Revoke Access to an Offer
Revokes access to an offer from the specified member.
Creates a new account.
Updates an account.
Create or Update Contact
Creates a new contact, or updates an existing contact.
Create Deal (Deprecated)
Creates a new deal.
Add Existing Contact to Automation
Adds an existing contact into any automation.
Remove Contact From Automation
The contact will be removed from this active automation
Creates and sends a new campaign.
Add Contact to Account
Adds a contact to an ActiveCampaign account
Add Contact Note
Adds new contact note.
Add/Remove Tag From Contact
Add or remove a tag from a Contact
Create or Update Contact Task
Creates or updates a contact task
Create or Update a Custom Object Record
Creates a new custom object record or update an existing record
Add Secondary Contact to Deal
With a deal ID and a contact ID set the corresponding contact as a secondary on the deal. Optionally set the role. If the Deal has no Primary contact set, this contact will be set as Primary if you DO NOT select a role.
Creates a new deal.
Add Note to Deal
Adds a note to a deal.
Create or Update Deal Task
Creates or updates a deal task
Updates an existing deal.
Subscribe or Unsubscribe Contact From List
Subscribes a Contact to a List it is not currently associated with, or Unsubscribes a Contact from a list is currently associated with.
Create Tracked Event
Creates a custom website or application event.
Finds account by name.
Finds a contact by email address or ID.
Find Contact Task
Finds a contact task.
Finds an existing deal by title or email.
Find Deal Owner
Looks for a Deal and if found, returns the User that owns the Deal
Find Deal Task
Finds a deal task.
Step-by-step to use Zap for connecting Hubspot + Kajabi
Step 1: Authenticate Zapier + Kajabi + ActiveCampaign
First, go to https://zapier.com/app/login sign in to your account, and in the left corner, choose "Create Zap".
Step 2: Pick one trigger in one of those apps you need in Zappier, and then it will activate automatically.
Secondly, search "ActiveCampaign" for triggers.
In this section below, you will have a list of events that can be triggered.
Click "Sign-in" to connect to ActiveCampaign.
Fill in the blank for authenticating in ActiveCampaign, it requires an API key and API URL.
Move to the ActiveCampaign page, in "Settings", choose "Developer" and you will see the API Url and key have been generated.
Choosing "Task Type": Call, Lunch, Email, Meeting.
Zap will auto-test the trigger to make sure the setup is correct. Remember, it always needs to do this step before moving to any section further.
Step 3: Choose a resulting action from the other app.
Searching for the "Kajabi" like in the previous section.
Choose the event you want to perform in the list. In my example, I choose "Create Form Submission".
Choose "Sign in" to authenticate your Kajabi Account.
A pop-up for authentication will show up, it requires an API secret key.
You need to go to the Kajabi app and choose "Third Party Integrations" in the account section".
Scroll down and copy both API info to authenticate.
Set up action: Fill in the blank the data from Kajabi.
Once done, you can test the action to find value or skip the test if your filling is correct.
*If the values are invalid, it will show up like this
But you still can choose to pass the testing and publish your Zap.
Step 4: Finishing the action
It will always ask you to publish your Zap for executing tasks automatically in the future. You can cancel or change the Zaps at any time.
Missing any moves will prevent it from establishing Zaps, remember to follow the guide carefully.
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