Connect Espo CRM and Kajabi to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Grant Access to an Offer
List All Sites
List Offers
Revoke Access to an Offer
List Contact Tags
Create Contact
Update Contact
Delete Contact By Email Or ID
Add Tags to Contact
Remove Tag From Contact
Add Note to Contact
Ready to use Espo CRM and Kajabi automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Form Is Submitted
Runs when form is submitted
Tag Added
Triggers when tag is added to the contact.
Tag Removed
Triggers when tag is removed from a contact.
New Purchased
Runs when offer is purchased
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Grant Access to an Offer
Give a contact access to a Kajabi offer. Creates the contact automatically if they don't exist yet, and optionally sends them a welcome email.
List All Sites
Show all your sites
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Frequently Asked Questions
To start, connect both your Espo CRM and Kajabi accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Kajabi (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Kajabi. This includes choosing which data fields go into which fields of Kajabi, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Kajabi typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Espo CRM and Kajabi. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn MoreAbout Kajabi
Kajabi is an all in one platform for selling, marketing, and delivering your online content.
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