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Klaviyo + Redtail CRM

Create Redtail CRM activities for new Klaviyo events

Effortlessly keep your Redtail CRM organized and up-to-date with this Klaviyo and Redtail CRM automation. With this workflow, every time a new event occurs in Klaviyo, an activity will be created in Redtail CRM. This ensures your CRM reflects the latest interactions and engagements, saving you time and eliminating manual data entry.

Effortlessly keep your Redtail CRM organized and up-to-date with this Klaviyo and Redtail CRM automation. With this workflow, every time a new event occurs in Klaviyo, an activity will be created in Redtail CRM. This ensures your CRM reflects the latest interactions and engagements, saving you time and eliminating manual data entry.

  1. When this happens...
    KlaviyoKlaviyo
    New Event

    Triggers on a new event. Optional filtering by metric.

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

    Creates a new 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
klaviyo logo
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
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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