Connect SugarCRM and Kajabi
Integrate SugarCRM with Kajabi to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Grant Access to an Offer in Kajabi when New Record Created in SugarCRM
List All Sites from Kajabi when New Record Created in SugarCRM
List Offers from Kajabi when New Record Created in SugarCRM
Revoke Access to an Offer in Kajabi when New Record Created in SugarCRM
List Contact Tags from Kajabi when New Record Created in SugarCRM
Popular SugarCRM + Kajabi flows
Start from a real workflow other teams are already running.
Choose a trigger
SugarCRM
When this happens...
New Record Created
Record Updated
Choose an action
Kajabi
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
Grant Access to an Offer in Kajabi when New Record Created in SugarCRM
Use this flowList All Sites from Kajabi when New Record Created in SugarCRM
Use this flowList Offers from Kajabi when New Record Created in SugarCRM
Use this flowRevoke Access to an Offer in Kajabi when New Record Created in SugarCRM
Use this flowList Contact Tags from Kajabi when New Record Created in SugarCRM
Use this flowCreate Contact in Kajabi when New Record Created in SugarCRM
Use this flowUpdate Contact in Kajabi when New Record Created in SugarCRM
Use this flowDelete Contact By Email Or ID in Kajabi when New Record Created in SugarCRM
Use this flowAdd Tags to Contact in Kajabi when New Record Created in SugarCRM
Use this flowRemove Tag From Contact in Kajabi when New Record Created in SugarCRM
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and Kajabi.
When this happensTriggers
A trigger is an event that starts a workflow.
New Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
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 SugarCRM integrations.
Create Record In Any Module
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Update Record In Any Module
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Find or Create Record In Any Module
Finds a record in selected module or creates a new one if none exists.
Create Lead
Create a new lead in SugarCRM.
Update Lead
Update a lead using an ID, email address, or phone number.
Delete Lead
Delete a lead by ID, email, or phone.
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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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn more
About Kajabi
Kajabi is an all in one platform for selling, marketing, and delivering your online content.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarCRM and Kajabi 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 SugarCRM and Kajabi 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 Kajabi. No coding required.
Yes. You can set up a workflow where SugarCRM triggers actions in Kajabi, and a separate workflow where Kajabi triggers actions in SugarCRM. 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 SugarCRM and Kajabi. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM and Kajabi integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
