Several exports for one question
The data lived in separate lists.
BoldBellowsKajabi to Airtable automation for knowledge businesses that need more than the admin reports
Kajabi to Airtable automation turns a site's activity into a base the team can work from. Kajabi separates a contact from a customer and a charge from an order, one purchase delivery bundles three linked objects, and Airtable can merge on up to three fields at ten records a request. BoldBellows logs the event name and the delivery ID before fetching anything, checks the opt-in flag before a single marketing step, then writes each contact, purchase and transaction as its own linked record, keys each on its Kajabi ID and updates the record when a deactivation, a form answer or a tag arrives.
From $520, billed once.
01the admin-report problem
Kajabi's own views show contacts in one place and purchases in another. To answer a simple question, which people who joined from the webinar form bought the program in installments and have not been tagged as started, someone exports several files and joins them by hand. A bundle buyer appears as separate grants with no link to one payment, and a deactivation shows only as a status on a different screen.
The data lived in separate lists.
One payment, several unrelated grants.
It could not be traced to the purchase.
The same site, as a base that answers questions
Before: a retry is a second record for Kajabi to Airtable
After: a retry changes nothing
02how it works
Judgement comes before writing, and the search comes before creating, for this Kajabi to Airtable route.
03What arrives at handover
Intake admits and identifies, Logic builds and places, Oversight reconciles and reports.
IntakeLogicOversight
Stops anything outside the agreed scope at the door and records what it stopped.
Anchors each Airtable entry to the Kajabi record behind it, using a key that never changes.
Checks each mapped value against what Airtable accepts before a write is attempted, on the Kajabi to Airtable route.
Writes the contact, purchase and payment records and links them to the offer and the source form.
Resolves each event against the Kajabi delivery ID and the purchase or contact ID kept in text fields and used as the merge fields so the same change always lands the same way.
Routes purchases, form answers and tag events to the correct table and view by event name or offer.
Reviews both systems on a timer so a slow drift does not stay hidden, in the Kajabi to Airtable route.
Catches a renamed field or a removed select option before writes begin to fail, for this Kajabi to Airtable route.
Surfaces ambiguous matches and permission failures for a quick human decision.
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04Who it's for
People buy and join on Kajabi.
"I want one place to ask questions."
Contacts, offers and payments link together, so a question is one filter, not three exports.
"Refunds must trace back."
A deactivation updates the purchase it belongs to, with the reason and time.
"Which form brings buyers?"
Form answers link to the contact and the purchase, so a view ranks sources by revenue.
"One delivery, one record."
The delivery ID is the key, so a repeated delivery updates and never duplicates.
"Every client works in their own workspace."
Each site's records land in its own base, and in the views shared with that client.
"I look at the base on Monday."
In the Kajabi to Airtable route, the numbers I need are already linked and current.
05Compare
Each can export a list. Only one links contacts, offers and payments.
| The starting point | a CSV export from the Kajabi admin | An off-the-shelf Kajabi to Airtable link | BoldBellows delivery-keyed upsert route, handed over |
|---|---|---|---|
| What starts the work | Whoever sees it first | Every event, in any order | YesA qualifying Kajabi event confirmed against Kajabi state |
| How identity is decided | By whoever remembers | The last value seen | YesThe delivery ID and purchase ID as the merge fields |
| What reaches Airtable | Text retyped by hand | An untyped bundle | YesLinked contact, offer, purchase and payment records |
| After an uncertain result | A spreadsheet of mismatches | Sends the same request again | YesLooks before it writes again |
The route keeps the latest confirmed state for each record and refuses to let an earlier event replace it.
The deactivation updates the purchase record and the subscription is left as it is, so the base shows both facts accurately. A lookup by the Kajabi delivery ID and the purchase or contact ID kept in text fields and used as the merge fields gives one of four verdicts, and each verdict has its own prepared response. The decision to create follows the search, never precedes it.
The route is only as reliable as the Kajabi delivery ID and the purchase or contact ID kept in text fields and used as the merge fields, which is why it is designed first and tested hardest.
PricingScope is linked tables and field types
Choose Intake, answer three questions and the total appears, starting at $520.
One setup fee · Range shown first · PDF handover included
View PricingPick a package, answer three short questions about how Kajabi data should reach Airtable, and your price and turnaround move as you choose.
06The process
You see something concrete at every one of the six steps.
We list which Kajabi events to record, which become records and which are ignored.
You approve the Kajabi objects in scope; we prepare the Airtable destination and the matching key.
Table layout, linked fields, select options and the merge keys are agreed in writing before the build starts, on the Kajabi to Airtable route.
On this Kajabi to Airtable route, we confirm that a duplicate, a stale event and a denied request each end in the right outcome in a test Airtable.
Going live means starting from an agreed record, so nothing is missed or repeated, then handing over the notes.
After go-live the route is watched for drift, permission changes and unusual volumes.
07Turnaround
Work starts as soon as access and the brief are settled, on the Kajabi to Airtable route.
4 to 7 business days
7 to 11 business days
11 to 17 business days
08Before we start
09Security and ownership
The build stays inside the boundaries you set: named Kajabi data, one Airtable target, documented permissions.
Nothing is added to Kajabi or Airtable themselves. The route connects at the documented edges and stays there.
Nothing runs with an administrator's full powers.
Values that should not be visible downstream are dropped or masked first, with the decision written into the handover.
The Kajabi record is found, compared and either left alone or corrected.
Retention is short and the content is minimal.
We hand across the map, the checks and the contact points for exceptions.
10In their words
Verified reviews from operations and finance teams who trust BoldBellows to keep their data moving correctly.
AI Customer Journey Automation
We wanted a smoother path from first contact to purchase. BoldBellows built an AI system that guides each customer there automatically.
It sends personalized messages, recommends products and follows up at just the right moment. Customer retention has improved dramatically.
AI Data Entry & Reporting Automation
We used to spend hours collecting data and building weekly reports by hand. BoldBellows automated all of it.
The reports are clean, visual and easy to read, and our managers rely on them for quick decisions. Human error is gone and our numbers are more accurate across the board.
AI Video & Voice Automation
We publish product videos every week, and BoldBellows introduced us to AI video automation. The system writes the script, voices it and produces the finished video in minutes.
The quality is remarkable: professional voiceovers, clean visuals and smooth editing. Production time went from three days to under 30 minutes, and we scaled our video marketing without adding cost.
AI Email & Smart Inbox Management
Our inbox used to be chaos. BoldBellows built an AI email system that sorts messages, drafts replies and flags anything urgent.
It learns how we write and gets better every week. We reply faster and no longer miss important messages. It feels like having a personal assistant working around the clock.
AI Workflow Automation for Agencies
Running a digital agency with many clients was overwhelming. BoldBellows built one automation dashboard that tracks tasks, sends updates and creates client reports automatically.
Clients love the transparency and we love the time we get back. Productivity is up, and project delays have dropped to almost zero.
AI Booking & Scheduling Automation
Our coaching business needed a better way to schedule. BoldBellows automated all of it: bookings, reminders, cancellations and follow-ups.
No-shows fell by 60% and clients enjoy how smooth it is. It feels personal, not robotic. One of the best upgrades we’ve made.
AI Translation & Localisation
When we expanded abroad we needed fast, accurate translations. BoldBellows built an AI translation system that turns our content into several languages instantly.
The translations read naturally and suit each culture. We now serve customers in five new countries without hiring translators. BoldBellows helped us go global.
AI HR & Recruitment Automation
Our HR team was drowning in applications. BoldBellows automated screening, skills-based filtering and interview scheduling.
It saves us hours every week and means we only interview qualified people. Hiring is now faster, better organized and more professional.
AI Accounting & Invoice Automation
BoldBellows automated our whole invoicing process: creating invoices, sending reminders and tracking payments.
Late payments dropped sharply, and our accounting team finally has time for strategy instead of repetitive admin. Worth every penny.
AI Chatbot & Customer Support
BoldBellows built an AI support chatbot for our online boutique, and it has changed how we run the business. We used to have two full-time staff answering the same questions all day. Now the AI handles order tracking, product recommendations and even refund requests on its own.
What surprised me most is how natural it sounds. Customers compliment the ‘agent’ without realizing it’s AI. Our support workload dropped by 75% and customer satisfaction went up dramatically.
AI Content & Social Media Automation
Our marketing agency couldn’t keep up with content. BoldBellows set up an AI content engine that writes blog posts and captions and even designs our social media creatives.
It spots trends and suggests topics for us, so we stay ahead of competitors. We now produce three times the content with the same team, and engagement has soared. They didn’t just automate our workflow, they lifted our whole brand.
AI Lead Qualification & Sales Automation
Our sales team wasted hours chasing cold leads. BoldBellows built an AI lead-scoring system that reads behavior, email engagement and buying signals.
It filters out weak leads and sends personalized follow-ups automatically, so our team only talks to people who are ready to buy. Conversions rose 40% in the first month. It paid for itself straight away.
AI E-commerce Listings Automation
BoldBellows automated our product listings. The AI writes descriptions, organizes photos and publishes listings across several marketplaces.
It even answers customer questions instantly. Our store looks more professional and sales have noticeably increased.
AI Document & Contract Automation
Onboarding was slow because we wrote every contract by hand. BoldBellows automated the lot: contracts, welcome emails and client setup.
What took 48 hours now takes under 10 minutes, and clients regularly tell us how professional it feels.
AI Social Comment & DM Automation
We get thousands of comments and messages every week. BoldBellows built an AI system that replies instantly, filters spam and surfaces the important ones.
Engagement is up and our page looks active around the clock. It’s like having a full social media team that never stops.
AI CRM Automation
Our CRM was barely used because updating it by hand was tedious. BoldBellows automated data entry, tagging, segmentation and follow-ups.
Now the CRM is always up to date and our campaigns are far more accurate. It improved our whole sales pipeline.
AI Voice Assistant
BoldBellows built a custom AI voice assistant for our customer hotline. It answers questions, books appointments and handles simple requests.
Customers love how fast it is, and our call-centre workload dropped dramatically. One of the smartest upgrades we’ve made.
AI Automation Partner
BoldBellows is hands-down the best AI automation partner we’ve worked with. Their systems are fast, reliable and built around how our business actually works.
Every automation they’ve delivered, from customer service to content, runs flawlessly. We’ve saved time, cut costs and grown faster than we expected.
11FAQ
Clear replies to the concerns that come up in almost every conversation.
You can get a record for every contact and sale from a no-code recipe. Such a recipe will not link a contact to what they bought, keep a record current or stay inside the base's rate. Filling those gaps is most of the job.
Each record is merged on the Kajabi delivery ID and the purchase or contact ID. A repeated delivery carries the same IDs, so the route updates the Airtable record it already wrote.
As one purchase record linked to a record for each offer in it, because Kajabi can grant several offers from one payment.
It updates the purchase record with the new status and the time, and flags any access it ended, so the trail stays connected.
Only those you choose, such as purchases, payments, form submissions and tag changes. Everything else is ignored.
Kajabi does not publish a retry policy, so the route reconciles with the API on a schedule and fills any gap from the lists of contacts and purchases.
No. The route reads Kajabi and writes Airtable only, so editing a record never grants, revokes or changes an offer.
Included as standard: the Kajabi Airtable field mapping service settles what Kajabi sends, what Airtable receives and what stays behind.
Consider it a Kajabi Airtable integration consultant and a custom Kajabi workflow for Airtable in one, from $520.
Every interface is named in the notes. A change upstream halts the affected step and raises a flag, so nothing wrong is written. Later repair work is quoted separately.
Next stepTurn a site's activity into a base that answers questions
We automate Kajabi data to Airtable so it does not, from $520.
Custom scope is available; describe it in your quote request.