Klaviyo + Method CRM

Add new Method CRM customers or customer leads to a Klaviyo list

Get responsive email marketing into gear with each new addition to your CRM platform. When a new customer or lead is added in Method CRM (exclusive to QuickBooks), this workflow will directly add their profile to a selected list in Klaviyo. This automation helps to swiftly transition any prospect towards becoming a regular customer by relaying vital information about them to your email marketing software. Stay more connected and attentive to new opportunities, without the need for manual data entry.

When this happens...
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
TriggerPolling
automatically do this!
Add Profile to List
Adds an existing profile to a list
ActionWrite

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Supported triggers and actions

New Activity
Triggers when a new activity is added.
Trigger
Polling
Try It
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Polling
Try It
- Start DateRequired
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- StatusRequired
- TypeRequired
- Assigned ToRequired
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Write

- Table NameRequired
- Fields
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Search or write
- Metric
Trigger
Polling
Try It
- Channel
Trigger
Polling
Try It
- TagRequired
- ListRequired
Action
Write
- List NameRequired
Action
Write
- MetricRequired
- Email AddressRequired
- Event Id
- Value
- Time
- Custom Event Properties
Action
Write
- TagRequired
- ListRequired
Action
Write
- Campaign IDRequired
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
- NameRequired
- ChannelRequired
- Status
Action
Search
- NameRequired
Action
Search
- NameRequired
Action
Search

New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor is added.
Trigger
Polling
Try It
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Write
- Contact RecordIDRequired
- Opportunity NameRequired
- Assigned ToRequired
- Close DateRequired
- Description
- Opportunity StageRequired
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Search or write
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Search or write
- Audience Type
Trigger
Polling
Try It
- Profile IDRequired
- ListRequired
Action
Write
- TagRequired
- SegmentRequired
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
- ListRequired
- Profile IDRequired
Action
Write
- TagRequired
- SegmentRequired
Action
Write
- Profile IdRequired
- 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 ChannelRequired
- SMS Subscription Type
- List
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- NameRequired
Action
Search
- Search NoteRequired
- Email
- Phone Number
- Secondary Search by Phone Number
- List
Action
Search
- Search NoteRequired
- 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

About Klaviyo

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

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Klaviyo + Method CRM

Add new Method CRM customers or customer leads to a Klaviyo list

New Activity

New Customer or Customer Lead (QuickBooks Only)

New Opportunity

Add Activity

Add Customer or Customer Lead (QuickBooks Only)

Add Generic Entry

API Request (Beta)

Find Customer or Customer Lead (QuickBooks Only)

Find Vendor

Find or Create Customer

New Event

New Profile

Add Tag to List

Create List

Create Event

Remove Tag From List

Send Campaign

Create Or Update Profile

Unsubscribe Profile

Find Campaign

Find Segment

Find Tag

New Contact

New Customer/Vendor or Customer/Vendor Lead (Xero Only)

New Vendor

Add Contact to Existing Entity

Add Customer/Vendor or Customer/Vendor Lead (Xero Only)

Add Opportunity

Find Contact

Find Customer/Vendor or Customer/Vendor Lead (Xero Only)

Find or Create Contact

Find or Create CustomerVendor

Profile added to Segment or List

Add Profile to List

Add Tag to Segment

Create Profile

Remove Profile from List

Remove Tag from Segment

Update Profile

Subscribe Profile

API Request (Beta)

Find List

Find a Profile

Find or Create Subscriber

About Klaviyo

Related categories

Similar apps

Zapier Interfaces

About Method CRM

Related categories

Similar apps

Zapier Interfaces