One of the main selling points of Kajabi is that it is a one-stop-shop for everything you need to sell, market, and deliver your digital content. But for those of us who have already established our online business using multiple online platforms, we may not see the need or value of switching everything to Kajabi.
That is where Zapier comes in.
Right from your Kajabi dashboard, you can use Zapier to connect Kajabi to hundreds of applications, taking the hassle out of building your online business. Today we are going to focus on five different ways that you can use Zapier to integrate with Kajabi for your business.
What Is Zapier?
Zapier is an online platform that allows you to automate tasks and workflows by connecting multiple apps and services. Taking out the necessity of having to know programming to build the integration (or hiring someone to do it for you), Zapier is easy for anyone to use.
Zapier lets you set up “Zaps.” These Zaps are the trigger and subsequent action or actions—essentially an “If this, then that” situation. And they are simple to set up! Most Zaps can be created through a series of dropdown menus, but you also have the ability to customize Zaps if you subscribe to a premium plan.
Really the only thing you, as the user, have to do is identify the trigger and action, then specify how the Zap should work. The whole premise of Zapier is helping you automate your workflow, so you can save time and energy to focus on more important work.
Kajabi + Email
Kajabi is a great platform to create and sell courses, coaching programs, and other digital products. And while you can use Kajabi to automate your email marketing, we still use ConvertKit for our email marketing because while Kajabi is an all-in-one platform for your online business, platforms like ConvertKit, MailChimp, or Keap are specifically for marketing purposes.
With Zapier, it is easy to connect your Kajabi account with your current email marketing service. One example we use is if a member purchases a course in Kajabi, the resulting action is they are subscribed to our email list in ConvertKit. But there are plenty of other triggers and actions to choose from: tags are added to subscribers in ConvertKit when tags are added in Kajabi; ConvertKit subscribers are added to forms when a new purchase is made in Kajabi; when a member subscribes to a tag in ConvertKit they are given access to a new Kajabi offer; if a member cancels in Kajabi, they are removed as a member in ConvertKit.
This takes out any extra manual work for your team by automating these kinds of workflows.
Kajabi + Google Sheets
Zapier also allows you to connect Kajabi with Google Sheets for data tracking and reporting.
We have a membership that is run in Kajabi. So one way we utilize Zapier is when someone signs up for a membership, they get access to all of the courses as well as the membership community, among other things. That is the trigger. The action, then, is a Google Sheet is updated with the new member’s information: name, email, offers. That is helpful, but the main reason we connected these two platforms is that that trigger updates another tab in that same Google Sheet, one that gives a summary of our membership information. It tells us how many members we have, how much they are paying, and what our total monthly recurring revenue is.
This is doable in Kajabi. A new member can fill out their information in Kajabi and have access to everything they have purchased, but then it is only listed in Kajabi. With a Zap, it automatically adds them to the Google Sheet. If staff is added to the membership, with a Zap they are added to the sheet. And if they cancel their membership, with a Zap they are removed as a member.
Kajabi + Accredible
You can connect Kajabi to Accredible to give people certificates, badges, and diplomas.
Accredible allows users to easily create digital badges and certificates for any number of things like attending an event, completing a course, or earning credentials. This is one thing Kajabi does not do, but you can accomplish this using Zapier.
These Zaps are pretty straightforward as you can expect. A trigger can be completing an assessment or making a purchase, and the resulting action is creating and delivering an Accredible certificate. If this is something that you want to offer to your members, using Zapier to integrate that into your business is the way to go.
Kajabi + Zoom
Zoom is a video communication software that allows users to virtually meet with each other. Across computers, phones, and other devices and systems, people video and audio conference, live chat, and join webinars.
If you use Zoom a lot for calls or webinars, you can use Zapier to connect Kajabi to Zoom for registrations.
Like with many of the other platforms we have talked about in this article, there are a number of Zaps you can set up. If someone signs up for one of your webinars in a Kajabi form, then they will automatically be registered for that webinar. Or vice versa, if someone registers for the webinar in Zoom, then they are automatically subscribed to Kajabi.
Zoom Webinar registration works well. As you would expect, people fill out a form that allows you to collect their name, emails, and other information before they get the link to join. However, that information then lives in Zoom. Connecting Zoom with Kajabi means instead of people filling out one form to subscribe to an email list, then another form for a Zoom registration, they just have to fill out the one Kajabi form. Zapier has helped us streamline our webinar registration process in that way.
It is also worth noting that in the past we have used Zapier to connect ConvertKit and Zoom. The way we connected them as if someone filled out the registration form in ConvertKit, which triggered the Zap and registered them for the webinar in Zoom. The benefit of connecting Zoom to our email marketing service was it allowed us to automatically send reminders or other emails about the webinar, without requiring registrants to fill out two or more forms.
Kajabi plus Zoom might be one Zapier connection you choose to use in your online business to optimize your webinar registrations.
Kajabi + Deadline Funnel
The final example we will look at is connecting Kajabi to Deadline Funnel.
Deadline Funnel is a platform that allows you to create funnel timers to entice potential customers to buy now. This tool can help you boost your sales and grow your business using personalized deadlines attached to a special offer for a product or service. Instead of manually setting up emails, sales pages, and order forms, Deadline Funnel can automate these systems to market your product as well as keep the customer’s deadline consistent.
Since Kajabi does not currently offer tools like Deadline Funnel within their own platform, Zapier can help you connect all the apps you use for these different steps. If you are offering a free digital download, a prospective customer can sign up to receive that product through a Kajabi form. Then, because you integrated that form with Deadline Funnel through Zapier, you can send an offer for a percentage off another product, but only for the next 24 or 48 hours. This deadline is unique to that customer, and it gives them a reason to take action now. You can also track those new Kajabi purchases right in Deadline Funnel.
Again, since this does not exist in Kajabi yet, you can generate and track sales by integrating Kajabi with a platform like Deadline Funnel to offer special prices and deals on your digital products.
Although Kajabi is marketed as the hub from which you can build, grow, and market your online business, there are benefits to continuing to use additional platforms and software to run your business. Within your Kajabi dashboard, you can connect all of your applications through Zapier and create endless possibilities for what you can do within your own business.
Make sure to check out the different pricing plans Zapier offers. They have a free version that is perfect for beginners to learn the ins and outs of third-party integrations. Paid plans range from $19.99 to $599 (per month, billed annually), and vary in the number of Zaps and tasks, multi-step Zaps, shared workspaces for teams, live training sessions, and more, so you can choose what works best for you depending on the scope of your business.
We hope this has given you a behind-the-scenes look at some of the ways you can use Kajabi and Zapier to improve your systems. If you do not use Kajabi yet and want to get started, use my affiliate link. Through this link, we also offer free coaching because we want to help you get the most out of Kajabi for your online business.