HubSpot + Kajabi

Create new HubSpot engagements when assessments are completed in Kajabi

Ensure a smooth follow-through after each completed assessment in Kajabi with this efficient workflow. Once an assessment is completed, it promptly creates an engagement in HubSpot. This streamlines your process, helping you save time and maintain organized records of your engagements without the manual effort. Value your time without compromising on keeping track of each important milestone.

Ensure a smooth follow-through after each completed assessment in Kajabi with this efficient workflow. Once an assessment is completed, it promptly creates an engagement in HubSpot. This streamlines your process, helping you save time and maintain organized records of your engagements without the manual effort. Value your time without compromising on keeping track of each important milestone.

  1. When this happens...
    KajabiKajabi
    Assessment Completed

    Trigger when someone completes an assessment.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Engagement

    Creates a new Engagement for a contact, in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SiteRequired

    • AssessmentRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • Offer

    Trigger
    Instant
    Try It
    • SiteRequired

    • Tag

    Trigger
    Instant
    Try It
    • SiteRequired

    • OfferRequired

    • Member NameRequired

    • EmailRequired

    • External User IDRequired

    • Send Offer Grant Email?

    Action
    Write
    • SiteRequired

    • FormRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • Offer

    Trigger
    Instant
    Try It
    • Tag

    • SiteRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • FormRequired

    Action
    Write
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

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  • Marketing Automation

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kajabi logo
kajabi logo

About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

Related categories

  • eCommerce

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