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Klaviyo + Salesforce

Create profiles in Klaviyo for every new record in Salesforce

Enhance your marketing efforts by connecting Salesforce with Klaviyo in an efficient workflow. Whenever a new record emerges in Salesforce, a corresponding profile gets created in Klaviyo ensuring up-to-date customer data for your personalized engagement. This seamless process aids in nurturing your customer relationships and fosters effective communication, making your marketing endeavors more impactful.

Enhance your marketing efforts by connecting Salesforce with Klaviyo in an efficient workflow. Whenever a new record emerges in Salesforce, a corresponding profile gets created in Klaviyo ensuring up-to-date customer data for your personalized engagement. This seamless process aids in nurturing your customer relationships and fosters effective communication, making your marketing endeavors more impactful.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    KlaviyoKlaviyo
    Create Profile

    Creates a new Profile. Optionally subscribe the Profile to a channel (email or SMS).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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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