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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Workflow Action" from Beacon.

Add your action

An action happens after the trigger—such as "Add Profile to List" in Klaviyo.

You’re connected!

Zapier seamlessly connects Beacon and Klaviyo, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workflow
  Required
Trigger
Instant
Try It
- Record type
  Required
- Record ID
  Required
Action
Write
- Email or ID
  Required
Action
Search
- Metric
Trigger
Polling
Try It
- Channel
Trigger
Polling
Try It

- Tag
  Required
- List
  Required
Action
Write
- List Name
  Required
Action
Write

- Metric
  Required
- Email Address
  Required
- Event_id
- Value
- Time
- Custom Event Properties
Action
Write
- Tag
  Required
- List
  Required
Action
Write
- Campaign ID
  Required
Action
Write
- List
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- SMS Subscription Type
Action
Write
- Email
- Phone_number
- SMS Subscription Type (only when SMS number is provided)
- Attributes_note
- Profiles_note
Action
Write
- Name
  Required
- Channel
  Required
- Status
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search

- Record type
  Required
Action
Write
- Record type
  Required
Action
Search
- Record type
  Required
Action
Search or write
- Audience Type
Trigger
Polling
Try It
- Profile ID
  Required
- List
  Required
Action
Write
- Tag
  Required
- Segment
  Required
Action
Write
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- Consent to subscribe to Channel
- SMS Subscription Type
Action
Write
- List
  Required
- Profile ID
  Required
Action
Write
- Tag
  Required
- Segment
  Required
Action
Write
- Profile Id
  Required
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- List
Action
Write
- Identifiers_note
- Profile ID
- Email
- Phone_number
- Consent_note
- Consent to subscribe to Channel
  Required
- SMS Subscription Type
- List
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Name
  Required
Action
Search
- Search_note
  Required
- Email
- Phone Number
- Secondary Search by Phone Number
- List
Action
Search
- Search_note
  Required
- Email
- Phone Number
- Secondary Search by Phone Number
- List
- First_name
- Last_name
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- SMS Subscription Type
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Beacon and Klaviyo to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Klaviyo on the Zapier blog

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Frequently Asked Questions about Beacon + Klaviyo integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Beacon and Klaviyo

How do I set up the integration between Beacon and Klaviyo?

To integrate Beacon with Klaviyo, navigate to your Klaviyo account and locate the 'Integrations' tab. From there, find Beacon in the list of available integrations and follow the prompts to authenticate your Beacon account. Once authenticated, select the triggers and actions you wish to automate between the platforms.

What triggers are available when integrating Beacon with Klaviyo?

When integrating Beacon with Klaviyo, we support triggers such as new lead, lead updated, and conversion events in Beacon. These triggers can be used to start an automated workflow in Klaviyo.

Can I automatically send emails via Klaviyo based on Beacon actions?

Yes, you can set up actions in Klaviyo to automatically send emails when specific triggers occur in Beacon. For instance, upon receiving a new lead in Beacon, an email campaign can be initiated in Klaviyo.

Do I need any coding skills to integrate Beacon with Klaviyo?

No coding skills are required. Our integration is designed for ease of use so that users can connect Beacon and Klaviyo through a simple interface by selecting desired triggers and actions without writing any code.

How can I track conversions from emails sent via Klaviyo back into Beacon?

You can track conversions from emails by using conversion tracking links within your email campaigns configured in Klaviyo. When a recipient takes an action that constitutes a conversion, it will reflect back into your Beacon dashboard.

Is it possible to update contact data automatically between Beacon and Klaviyo?

Yes, updating contact data is possible through our integration. When contact information changes in either platform (e.g., email address or phone number), it will automatically update across both environments if configured properly.

What should I do if my integration between Beacon and Klaviyo stops working?

If your integration stops working, start by checking the authentication settings for both accounts on our platform. Ensure that there aren't any outage issues reported on our status page or problems related to expired permissions or changes in account settings that might disrupt connectivity.

About Beacon

Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Klaviyo

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