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Klaviyo + Redtail CRM

Create and update activities in Redtail CRM for new Klaviyo events

Effortlessly keep your Redtail CRM activities up-to-date with the latest events from Klaviyo using this seamless automation. Whenever a new event occurs in Klaviyo, this workflow will update the respective activity in Redtail CRM, ensuring your team stays informed without the need for manual intervention. Enhance your CRM management and streamline your data updates in no time.

Effortlessly keep your Redtail CRM activities up-to-date with the latest events from Klaviyo using this seamless automation. Whenever a new event occurs in Klaviyo, this workflow will update the respective activity in Redtail CRM, ensuring your team stays informed without the need for manual intervention. Enhance your CRM management and streamline your data updates in no time.

  1. When this happens...
    KlaviyoKlaviyo
    New Event

    Triggers on a new event. Optional filtering by metric.

    TriggerScheduled
  2. automatically do this!
    Redtail CRMRedtail CRM
    Update Activity

    Updates and existing activity in your database.

    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
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klaviyo logo

About Klaviyo

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

Related categories

  • Marketing Automation

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redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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