Connect Kajabi and Microsoft Dynamics CRM
Integrate Kajabi with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Microsoft Dynamics CRM when Form Is Submitted in Kajabi
Create Contact in Microsoft-dynamics-crm when Form Is Submitted in Kajabi
Create Opportunity in Microsoft-dynamics-crm when Form Is Submitted in Kajabi
Create Lead in Microsoft-dynamics-crm when Form Is Submitted in Kajabi
Create Case/Incident in Microsoft-dynamics-crm when Form Is Submitted in Kajabi
Popular Kajabi + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Kajabi
When this happens...
Form Is Submitted
Tag Added
Tag Removed
New Purchased
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Account in Microsoft Dynamics CRM when Form Is Submitted in Kajabi
Use this flowCreate Contact in Microsoft-dynamics-crm when Form Is Submitted in Kajabi
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Form Is Submitted in Kajabi
Use this flowCreate Lead in Microsoft-dynamics-crm when Form Is Submitted in Kajabi
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when Form Is Submitted in Kajabi
Use this flowCreate Order in Microsoft-dynamics-crm when Form Is Submitted in Kajabi
Use this flowCreate Account in Microsoft Dynamics CRM when Tag Added in Kajabi
Use this flowCreate Contact in Microsoft-dynamics-crm when Tag Added in Kajabi
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Tag Added in Kajabi
Use this flowCreate Lead in Microsoft-dynamics-crm when Tag Added in Kajabi
Use this flowSupported Triggers & Actions
Everything you can automate between Kajabi and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
Do thisActions
Action is the task that follows automatically within your Kajabi integrations.
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
List Offers
Get active offers for a site
Revoke Access to an Offer
Revokes access to an offer from the specified member.
List Contact Tags
List contact tags for a site
Create Contact
Add a contact to your site
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Learn how to automate Kajabi and Microsoft Dynamics CRM workflows.
Learn how to automate Kajabi and Microsoft Dynamics CRM workflows.
Learn how to automate Kajabi and Microsoft Dynamics CRM workflows.
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About Kajabi
Kajabi is an all in one platform for selling, marketing, and delivering your online content.
Learn more
About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kajabi and Microsoft Dynamics CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Kajabi and Microsoft Dynamics CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft Dynamics CRM. No coding required.
Yes. You can set up a workflow where Kajabi triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Kajabi. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Kajabi and Microsoft Dynamics CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kajabi and Microsoft Dynamics CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
