Klaviyo + Proposify
Create new Proposify clients from Klaviyo events for seamless organization
Easily streamline your client onboarding process with this Klaviyo and Proposify workflow. Whenever a new event occurs in Klaviyo, a client will be created in Proposify, saving you time and effort managing data between the two platforms. Stay organized and enhance your efficiency by using this convenient automation.
Easily streamline your client onboarding process with this Klaviyo and Proposify workflow. Whenever a new event occurs in Klaviyo, a client will be created in Proposify, saving you time and effort managing data between the two platforms. Stay organized and enhance your efficiency by using this convenient automation.
- When this happens...New Event
Triggers on a new event. Optional filtering by metric.
- automatically do this!Create Client
Creates a new client.
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Metric
Try ItChannel
Try ItEmail
First Name
Last Name
Phone Number
Title
Organization
City
Region
Country
Zip
Image URL
Unique Id
Custom Properties
Consent to subscribe to Channel
ListRequired
Profile IDRequired
Audience Type
Try ItProfile IDRequired
ListRequired
MetricRequired
Email AddressRequired
Event Id
Value
Time
Custom Event Properties
Campaign IDRequired
About Klaviyo
Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.