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Zapier makes it easy to integrate Klaviyo with Salesforce - no code necessary. See how you can get setup in minutes.

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Klaviyo
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Klaviyo
1. Choose trigger event
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Salesforce
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Salesforce
2. Choose action
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1. Select the event
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Klaviyo
Choose a trigger event

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
    Trigger
    Polling
    Try It
    • Channel
    Trigger
    Polling
    Try It
    • Tag
      Required
    • List
      Required
    Action
    Write
    • List Name
      Required
    Action
    Write
    • Audience Type
    Trigger
    Polling
    Try It
    • Profile ID
      Required
    • List
      Required
    Action
    Write
    • Tag
      Required
    • Segment
      Required
    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

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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 Owner
Try it
Ensure 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.

IT
Sync 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 Ops

Learn how to automate Klaviyo on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

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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.

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About Klaviyo
Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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