How to Create HubSpot Contacts for New Purchases in Kajabi Using Pabbly Connect

Learn how to automate the creation of HubSpot contacts for new purchases in Kajabi using Pabbly Connect, streamlining your customer management process. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Kajabi and HubSpot Integration

To automate the creation of HubSpot contacts for new purchases in Kajabi, you will need to access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect website and signing up for a free account if you are a new user.

Once you are logged in, you will be directed to the Pabbly Connect dashboard. Here, click on the blue button to create a new workflow. You will need to name your workflow, for instance, ‘Auto create contacts in HubSpot when Purchase made in Kajabi.’ This sets the stage for integrating Kajabi with HubSpot through Pabbly Connect.

2. Setting Up Trigger Event in Pabbly Connect

The next step involves setting up the trigger event in Pabbly Connect. You will select Kajabi as the first application and choose the trigger event as ‘New Purchase.’ This means that every time a new purchase is made in Kajabi, the automation will be triggered.

• Select Kajabi as the application.
• Choose ‘New Purchase’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate back to your Kajabi account and open the specific product for which you want to create contacts in HubSpot. Paste the webhook URL into the appropriate section and save your changes. This step effectively connects Kajabi with Pabbly Connect, allowing it to capture purchase data.

3. Testing the Webhook Response

Now that the connection between Kajabi and Pabbly Connect is established, it’s time to test the webhook response. Click on the ‘Recapture Webhook Response’ button in Pabbly Connect. This action requires you to make a test purchase in Kajabi to ensure that the data can be captured successfully.

Go back to your Kajabi dashboard and create a dummy purchase using a test account. Fill in the necessary details and complete the purchase. Once the purchase is successful, return to Pabbly Connect to see if the details of the purchase have been recorded in the webhook response. If successful, you will see the customer’s name and email address displayed, confirming that the integration works as intended.

4. Configuring HubSpot Integration in Pabbly Connect

With the webhook successfully capturing data from Kajabi, the next step is to configure the HubSpot integration. In Pabbly Connect, select HubSpot as the second application and choose the action event as ‘Create Contact.’ This action will automatically add the new customer to your HubSpot CRM.

• Select HubSpot as the application.
• Choose ‘Create Contact’ as the action event.
• Connect your HubSpot account to Pabbly Connect.

After connecting HubSpot, you will need to map the fields from the Kajabi purchase data to the HubSpot contact fields. This is crucial for ensuring that the correct information is transferred. For instance, map the customer’s email and name to their corresponding fields in HubSpot. Once all fields are mapped, save and send the request.

5. Verifying Automation Success in HubSpot

To verify that the automation is working correctly, go to your HubSpot CRM and check the contacts section. You should see the new customer added automatically after the test purchase was made in Kajabi. This confirms that Pabbly Connect has successfully integrated the two applications.

To further test the automation, repeat the purchase process with a different test account. Each time a new purchase is made, a corresponding contact should appear in HubSpot without any manual intervention. This demonstrates the effectiveness of using Pabbly Connect to automate your customer management process.

Conclusion

In this tutorial, we explored how to set up an automation using Pabbly Connect to create HubSpot contacts for new purchases in Kajabi. By following these steps, you can streamline your customer management process and ensure that all new purchases are automatically recorded in HubSpot.