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How to use Zapier for Kajabi and Hubspot integration

Updated: Dec 4, 2022




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.

https://www.hubspot.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.


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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