BrightManager + Klaviyo integrations
Create or update Klaviyo profiles when new clients are created in BrightManager
When a new client is added in BrightManager, update or create a corresponding profile in Klaviyo seamlessly. This automation workflow not only plays a pivotal role in streamlining your CRM processes but also ensures that all your client information is consistently updated in your email marketing tool. No manual data entry or tracking required, leaving you more time to focus on building strong client relationships.
- When this happens...Client CreatedTriggers when a Client is created within BrightManager.
- automatically do this!Create Or Update ProfileCreate or Update a Profile and add it to a list you specify. Profiles are single or double opted in based on the list's settings.
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More things you can do with BrightManager and Klaviyo
Discover other triggers and actions you can use with BrightManager and Klaviyo
- Client Created
Triggers when a Client is created within BrightManager.
Try ItTriggerInstant - Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Try ItTriggerInstant - Client NameRequired
- Legal FormRequired
- Client StatusRequired
- Company Number
- Registered Address Line 1
- Registered Address Line 2
- Registered Address Line 3
- Registered Address Line 4
- Registered Address City
- Registered Address Region
- Registered Address Postcode
- Registered Address Country
- Postal Address Line 1
- Postal Address Line 2
- Registered Address Line 3
- Postal Address Line 4
- Postal Address City
- Registered Address Region
- Postal Address Postcode
- Postal Address Country
- Title
- First NameRequired
- Middle Name
- Last NameRequired
- Email Address
- Telephone Number
- Mobile Number
- Postal Address Line 1
- Postal Address Line 2
- Registered Address Line 3
- Postal Address Line 4
- Postal Address City
- Registered Address Region
- Postal Address Postcode
- Postal Address Country
- Title
- First Name
- Middle Name
- Last Name
- Email Address
- Telephone Number
- Mobile Number
- Postal Address Line 1
- Postal Address Line 2
- Registered Address Line 3
- Postal Address Line 4
- Postal Address City
- Registered Address Region
- Postal Address Postcode
- Postal Address Country
- Client Manager
- Client Partner
ActionWrite- Client IDRequired
- Service NameRequired
ActionWrite
- Client Deleted
Triggers when a Client is deleted within BrightManager.
Try ItTriggerInstant - Client Updated
Triggers when a Client/Prospect is updated within BrightManager.
Try ItTriggerInstant - Client IDRequired
- Service NameRequired
ActionWrite- Client_idRequired
ActionWrite
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Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
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