Kajabi + Salesforce
Create Salesforce records when new tags are added in Kajabi
Manage your Kajabi tags and Salesforce records with ease. Whenever a new tag is added in Kajabi, this handy workflow creates a corresponding record in your Salesforce system. This not only keeps your CRM updated but also helps to streamline your digital marketing efforts. A simple but effective way to align your course management and sales tracking processes.
Manage your Kajabi tags and Salesforce records with ease. Whenever a new tag is added in Kajabi, this handy workflow creates a corresponding record in your Salesforce system. This not only keeps your CRM updated but also helps to streamline your digital marketing efforts. A simple but effective way to align your course management and sales tracking processes.
- When this happens...Tag Added
Triggers when a tag is added to a contact.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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