Sync Kajabi purchases to HubSpot with VIP Slack alerts

By General Input

Every 30 minutes, push new Kajabi buyers into HubSpot as enriched customer contacts and ping Slack only when a VIP purchase comes through.

Integrations

  • Kajabi
  • HubSpot
  • Slack Bot

Type

Agentic Task

Categories

  • Sales
  • Operations

Every 30 minutes, run a cron-triggered agent that syncs new Kajabi purchases into HubSpot and posts a Slack alert only when a VIP customer comes through. Kajabi is not in the poll providers catalog, so cron is the right trigger.

Each run should do the following:

1. Use Kajabi List Purchases to pull every purchase created since the last successful run. Sort by created_at descending and keep a high-water mark plus the set of purchase IDs already processed in the workflow state, so the same enrollment never gets handled twice even if it shows up again in a later page.

2. For each new purchase, look up the buyer in HubSpot with Search Contacts by email. If a contact already exists, use Update Contact to refresh the lifecycle stage to customer, set the latest Kajabi offer name and purchase amount in cents on the contact, and increment a running kajabi_lifetime_value_cents property by the purchase amount. If no contact exists, use Create Contact with email, first name, last name, lifecycle stage = customer, and those same Kajabi properties. Treat kajabi_lifetime_value_cents as a single source of truth for total Kajabi spend by that buyer.

3. Use HubSpot Create Note on that contact summarizing what they just bought (offer name, amount in dollars, purchase date) and, if available, a short list of any prior Kajabi purchases on file. The note should give a CSM instant context the next time they open the contact.

4. Classify the purchase as VIP if any of these are true: the amount in cents is above a configurable threshold (default 50000 cents = $500), the buyer has at least one prior Kajabi purchase (repeat customer), or the offer name matches a configurable VIP keyword list (defaults: coaching, mastermind, vip, 1:1, private).

5. Only for VIP purchases, use Slack Bot Send a Message to post a short alert to a configurable Slack channel with the customer name, email, offer, amount in dollars, the reason it qualified as VIP (high-ticket, repeat buyer, or matched keyword), and a clickable deep link to the HubSpot contact record. Routine non-VIP purchases should sync silently into HubSpot and post nothing to Slack.

Make the cron interval, the VIP cents threshold, the VIP offer keywords, and the Slack channel all easy inputs to change later without editing the workflow.

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