Sending New Student Information To Infusionsoft With Zapier

Kajabi Next will send an outbound webhook every time a new student signs up for your course.  You can use Zapier (http://www.zapier.com) to listen for these webhooks and in turn create or update a contact in Infusionsoft.

1) Sign up for a Zapier account or log into your existing Zapier account

2) Click the "Make a New Zap" button

3) Select "Web Hook" and "Catch Hook" on the left and "Infusionsoft" and "Create/Update Contact" on the right.

Then click "Continue"...

4) Copy your new web hook URL to your clipboard.

Then click "Continue"...

5) Connect with your Infusionsoft account or if you already have an Infusionsoft account connected with Zapier, choose it from the select box.

Then click "Continue"...

6) The filter section is used if you want Zapier to ignore certain webhooks that come from Kajabi Next.  We do not want to ignore any, so just click "Continue"

7) This is where the magic happens.  This is where you tell Zapier what to do with the information that Kajabi Next sends in the payload of the webhook.  To start, click the "Insert webhook fields" button in the Email section:

The first time you do this, it will pop up a window saying that Zapier has not received any sample webhooks yet.  This is perfectly normal.  We now need to have Kajabi Next generate a test webhook.  If you have not already copied the webhook URL to your clipboard, do it now and click "Ok, I did this"

8) In a new browser tab, open up the course editor for the Kajabi Next course you're working with.  Click on the "Integrations" item in the menu

9) Now paste the webhook url you got from Zapier into the "Optins webhook url" text field.  Then click "Update Webhooks" to save it. (You may be asking yourself why not use the "Purchases" webhook.  That is fired each and every time a student signs up but does NOT include the student's email address.  The "Optins webhook url" contains the student's email address and is fired onlyif the student elected to hear more information from the instructor during the checkout process).

10) Now send a test webhook by clicking the "Send Test" button next to the webhook url.

11) Now switch back over to Zapier and click "Ok, I did this" on Step 2.  You may have to wait a minute while it waits for the webhook, but eventually Zapier should indicate that it found your changes.  When this happens, you can click "All done!"

12) Now, you're ready to map the Kajabi Next payload fields to fields in Infusionsoft.

For Email, you'll want to select the "Payload User Email" field.

13) If you wish to kick off an Infusionsoft action set or sequence each time a new students signs up, this is where you would select it.  

14) In the "How to check for duplicates" section, select "Email" from the dropdown.

15) The next section called "Opt-in" is where you tell Infusionsoft whether or not this person has opted in to hearing from you.  In the case of this optin webhook, the student has already elected to hear from the instructor, so you are fine picking "yes" here.

16) Next, in the "First Name" section, you want to pick "Payload User Name"

17) You get the idea.  The rest of the fields on this page are your specific fields you have in Infusionsoft.  Feel free to fill in whatever you want.  We like to add a tag, so we pick something like this:

18) Finally, just click "Continue" at the bottom of the page.

19) Now you can click the button to test the web hook.

That should generate a test and then you can click "Continue".

20) Finally, give your Zap a name and turn it on:


21) That's it!  Now, every time a new student signs up for your Kajabi Next course, and checks the box indicating they want to hear from you, they will be added to your Infusionsoft account.  Pretty cool, huh?!!

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