top of page

How to use Zapier for Kajabi and ActiveCampaign integration

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.

https://www.activecampaign.com/


  • About Kajabi

Kajabi empowers you to create all kinds of content to showcase what you know best, including online courses, coaching programs, podcasts, memberships, and more.

https://kajabi.com/


*Remember to have accounts in both apps.



Kajabi

Active Campaign

Triggers

Assessment Completed

Trigger when someone completes an assessment.


New Form Submission

Triggers when a form is submitted.


New Purchase

Triggers when an offer is purchased.


Tag Added

Triggers when a tag is added to a contact.


Tag Removed

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.


Updated Contact

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


Actions


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.



Create Account

Creates a new account.


Update 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


Create Campaign

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.


Create Deal

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


Update Deal

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.

Action


Find Account

Finds account by name.


Find Contact

Finds a contact by email address or ID.


Find Contact Task

Finds a contact task.


Find Deal

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.

Thank you for your watching! Please subscribe to the blog if you want to know more tricks!


12 views0 comments
bottom of page