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Klaviyo + Salesforce

Create Salesforce records for new subscribers added to Klaviyo lists or segments

Simplify your subscriber management by connecting Klaviyo with Salesforce. With this workflow, when a new subscriber joins a segment or list in Klaviyo, their details are promptly added to Salesforce. This ensures a consistent update of your subscribers' information across both platforms, saving time and streamlining your processes.

Simplify your subscriber management by connecting Klaviyo with Salesforce. With this workflow, when a new subscriber joins a segment or list in Klaviyo, their details are promptly added to Salesforce. This ensures a consistent update of your subscribers' information across both platforms, saving time and streamlining your processes.

  1. When this happens...
    KlaviyoKlaviyo
    Profile added to Segment or List

    Triggers when a Profile is added to a Segment or to a List.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Metric

    Trigger
    Scheduled
    Try It
    • Channel

    Trigger
    Scheduled
    Try It
    • Email

    • First Name

    • Last Name

    • Phone Number

    • Title

    • Organization

    • City

    • Region

    • Country

    • Zip

    • Image URL

    • Unique Id

    • Custom Properties

    • Consent to subscribe to Channel

    Action
    Write
    • ListRequired

    • Profile IDRequired

    Action
    Write
    • Audience Type

    Trigger
    Scheduled
    Try It
    • Profile IDRequired

    • ListRequired

    Action
    Write
    • MetricRequired

    • Email AddressRequired

    • Event Id

    • Value

    • Time

    • Custom Event Properties

    Action
    Write
    • Campaign IDRequired

    Action
    Write
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klaviyo logo

About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
Learn moreHelp

Related categories

  • Marketing Automation

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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