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Insightly + Klaviyo

Update Insightly records for new Klaviyo events in real time

Keep your customer data up to date with this convenient Klaviyo to Insightly automation. Whenever a new event occurs in Klaviyo, this workflow will update the corresponding record in Insightly, ensuring that your customer information is always current and easily accessible. Say goodbye to manual data updates and save time with this seamless integration between Klaviyo and Insightly.

Keep your customer data up to date with this convenient Klaviyo to Insightly automation. Whenever a new event occurs in Klaviyo, this workflow will update the corresponding record in Insightly, ensuring that your customer information is always current and easily accessible. Say goodbye to manual data updates and save time with this seamless integration between Klaviyo and Insightly.

  1. When this happens...
    KlaviyoKlaviyo
    New Event

    Triggers on a new event. Optional filtering by metric.

    TriggerScheduled
  2. automatically do this!
    InsightlyInsightly
    Update Record

    Updates a Record

    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
insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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klaviyo logo
klaviyo logo

About Klaviyo

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

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