Connect Klaviyo and Salesforce to unlock the power of automation
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Set up your first integration
Quickly connect Klaviyo to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Klaviyo with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Event" from Klaviyo.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Klaviyo and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Metric
Try ItTriggerPolling- Channel
Try ItTriggerPolling- TagRequired
- ListRequired
ActionWrite- List NameRequired
ActionWrite
- Audience Type
Try ItTriggerPolling- Profile IDRequired
- ListRequired
ActionWrite- TagRequired
- SegmentRequired
ActionWrite- 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
ActionWrite
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Practical ways you can use Klaviyo and Salesforce
Add new Klaviyo subscribers to Salesforce
When a new subscriber is added to Klaviyo, Zapier automatically creates a corresponding new lead in Salesforce. This helps business owners focus on closing deals, ensuring leads from email campaigns are promptly followed up with.
Business OwnerEnsure customer data consistency between Klaviyo and Salesforce
When a profile is updated in Klaviyo, Zapier automatically updates the matching Salesforce record. This eliminates manual data entry and ensures data integrity across platforms, saving time and reducing errors.
ITSync new Salesforce records to Klaviyo profiles
When a new record is created in Salesforce, Zapier automatically creates or updates the corresponding profile in Klaviyo. This ensures the email marketing audience in Klaviyo remains up-to-date with the latest customer details, saving time and reducing the risk of inconsistencies. Lead response times improve as customer data stays aligned across platforms.
Marketing & Marketing OpsLearn how to automate Klaviyo on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Klaviyo + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Klaviyo and Salesforce
How do I integrate Klaviyo with Salesforce using your platform?
To integrate Klaviyo with Salesforce, you'll need to set up a Zap that connects these two apps. Start by selecting Salesforce as your trigger app and choose a specific event, such as 'New Lead'. Then, connect Klaviyo as the action app where you can configure actions like 'Add Subscribers' or 'Update Subscriber'.
What triggers are available for connecting Salesforce to Klaviyo?
When connecting Salesforce to Klaviyo, you can utilize several triggers such as 'New Lead', 'New Opportunity', and 'Updated Contact'. These triggers allow you to automatically pass data from Salesforce to Klaviyo without manual intervention.
Can I update existing contacts in Klaviyo when changes are made in Salesforce?
Yes, you can update existing contacts in Klaviyo when changes occur in Salesforce by setting up a trigger like 'Updated Contact' in Salesforce and then choosing the appropriate action in Klaviyo such as 'Update Subscriber'.
Is it possible to add leads to a specific list in Klaviyo from new opportunities in Salesforce?
Certainly! You can configure our platform to trigger when a 'New Opportunity' is created in Salesforce. The corresponding action can be set as adding that lead to a specified list in your Klaviyo account.
How often does data sync between Klaviyo and Salesforce through your platform?
The frequency of data sync between Klaviyo and Salesforce depends on how you've configured the triggers and actions within our platform. Typically, actions occur almost instantaneously after a trigger event happens.
What types of actions can I perform in Klaviyo after receiving triggers from Salesforce?
Our platform allows several actions within Klaviyo following a trigger from Salesforce. You can add subscribers, update subscriber information, or even remove them based on specific trigger events tailored through our integration setups.
Do I need any coding skills to connect Klaviyo with Salesforce using your service?
No coding skills are needed! Our user-friendly interface guides you through setting up integrations with simple steps—just select your desired triggers and actions between the two platforms.