Zapier is an app that allows you to connect between any app events so it can perform repetitive tasks automatically.
For example, when you add a "New Purchase" to your account on Kajabi, Zappier will "Create or Update Contact" instantly on Hubspot.
About Hubspot
HubSpot’s CRM platform has all the tools and integrations you need for marketing, sales, content management, and customer service. Each product in the platform is powerful alone, but the real magic happens when you use them together.
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.
*Remember to have accounts in both apps.
There are some triggers and actions that Zapier suggests for you:
In Hubspot, you can choose many different triggers such as: New Company, New Contact, New Deal and New Email Event, .. etc.
And choose the action you want to perform in Kajabi: Create a Form Submission, Revoke Access to an Offer, Grant Access to an Offer., etc.
It will have a meta description for any actions or triggers for choosing the one to fill up the user's requirement.
| Kajabi | Hubspot |
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 Company Triggers when new company is available. New Contact Triggers when new contact is available. Company Recently Created or Updated Triggers when a company recently created or updated. Contact Recently Created or Updated Triggers when a contact recently created or updated. Line_item Recently Created or Updated Triggers when a line_item recently created or updated. Product Recently Created or Updated Triggers when a product recently created or updated. New Deal Triggers when new deal is available. New Email Event Triggers when all, or some specific new email event is available. Email Subscriptions Timeline Triggers when new email timeline subscription added for the portal. New Engagement Triggers when new engagement created. New Form Submission Triggers when a form is submitted. New Line_item Triggers when new line_item is available. New Calendar Task Triggers when a calendar task is created. New Contact in List Triggers when a contact is added to the specified list. New COS Blog Article Triggers when a new article is added to your COS blog. New Deal Property Change Triggers when a specified property is provided or updated on a deal. New Social Media Message Triggers when a message is posted from HubSpot to the specified social media channel. New Ticket Property Change Triggers when a specified property is provided or updated on a ticket. New Product Triggers when new product is available. New Ticket Triggers when new ticket is available. New Company Property Change Triggers when a specified property is provided or updated on a company. New Contact Property Change Triggers when a specified property is provided or updated on a contact. Updated Deal Stage Triggers when a deal enters a specified stage. |
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. | Add Contact to List Adds a contact to a specific static list. Create Company Deprecated Creates a new company. Deprecated, please switch to "Create Company" action for the most reliable experience with your Zap. Create Company Creates a Company in HubSpot. Create Contact Creates a Contact in HubSpot. Create Associations Creates associations between objects. Create Calendar Task Creates a new calendar task. Create Engagement Creates a new Engagement for a contact, in HubSpot. Create Social Media Message Creates and immediately publishes a message on a specified social media channel. Create Deal Deprecated Creates a new deal. Deprecated, please switch to "Create Deal" action for the most reliable experience with your Zap. Create Deal Creates a Deal in HubSpot. Add Contact to Workflow Adds a contact to a specific workflow. Get Company Gets a Company. Get Contact Gets a Contact. Get Deal Gets a Deal. Get File Public URL Gets a publicly accessible URL for a file that was uploaded using a HubSpot form. Get Line_item Gets a Line_item. Get Product Gets a Product. Get Ticket Gets a Ticket. Create Line_item Creates a Line_item in HubSpot. Create COS Blog Post Creates a blog post in your HubSpot COS blog. Create Enterprise Event Creates a new custom enterprise event. Create Product Creates a Product in HubSpot. Remove Associations Removes associations between objects. Remove Contact From List Remove a contact from a specific static list. Create Form Submission Creates a new submission for a selected form. Create Ticket Creates a Ticket in HubSpot. Update Company Update a Company in HubSpot. Update Contact Update a Contact in HubSpot. Update Deal Update a Deal in HubSpot. Update Line_item Update a Line_item in HubSpot. Update Product Update a Product in HubSpot. Update Ticket Update a Ticket in HubSpot. Remove Email Subscription Remove Email Subscription. Create or Update Contact Creates a new contact or updates an existing contact based on email address. Find Company Deprecated Finds a company by searching. Deprecated, please switch to "Find Company" search for the most reliable experience with your Find Company Finds a company by searching. Find Contact Finds a contact by searching. Find Deal Deprecated Finds a deal by searching. Deprecated, please switch to "Find Deal" search for the most reliable experience with your Zap. Find Deal Finds a deal by searching. Find Associations Find associations between objects. Get Owner by Email Gets an existing owner by email. Get Pipeline Stage Details Finds and retrieves CRM object pipeline stage details. Get Owner by ID Gets an existing owner by ID. Find Line_item Finds a line_item by searching. Find Product Finds a product by searching. Find Ticket Finds a ticket by searching. Find or Create Company Finds a company by searching. Deprecated, please switch to "Find Company" search for the most reliable experience with your Zap. Find or Create Company Finds a company by searching. Find or Create Contact Finds a contact by searching. Find or Create Deal Finds a deal by searching. Deprecated, please switch to "Find Deal" search for the most reliable experience with your Zap. Find or Create Deal Finds a deal by searching. Find or Create Line_item Finds a line_item by searching. Find or Create Product Finds a product by searching. Find or Create Ticket Finds a ticket by searching. |
Step-by-step to use Zap for connecting Hubspot + Kajabi
Step 1: Authenticate Hubspot And Kajabi
After you sign in for both apps, then go to https://zapier.com/apps/hubspot/integrations/kajabi and scroll down to this section, click "Connect Kajabi + Hubspot".
Zap will auto-combine the apps for you easily to make a command.
Step 2: Pick one trigger in one of those apps you need in Zappier, and then it will activate automatically.
In this section below, you will have a list of events that can be triggered. For example, I choose "New Contact".
Click "Sign-in" to connect to Hubspot.
Choose an account for authenticating in Hubspot.
When you set up a trigger, choose "Additional properties to retrieve", for example, I choose the "Date of birth" and "Company Size".
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.
In the next section, you can move on to the results.
Step 3: Choose a resulting action from the other app.
Repeat the setup as you do in the first application.
You will have a list of events that can be triggered. For example, I choose "Create Form Submission".
Then, when set up in the Hubspot section, you will need to fill in "Contact Name", "Contact Information", " Contact Email", "Default Form",..etc.
Let Zapier test the action before you publish your zaps. You can skip this test if you want to.
Step 4: Finishing the Zap
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.
Publishing the Zaps will automatically connect whenever any events are triggered.
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