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Klaviyo + Salesforce Essentials

Add new Salesforce Essentials records to Klaviyo as subscribers

Receive an update in Klaviyo every time there is a new record in Salesforce Essentials with this efficient workflow. This automation swiftly adds a subscriber in Klaviyo whenever a fresh record pops up in Salesforce Essentials. Make your marketing easier and manage your contacts with agility and precision, saving time and enhancing customer interactions.

Receive an update in Klaviyo every time there is a new record in Salesforce Essentials with this efficient workflow. This automation swiftly adds a subscriber in Klaviyo whenever a fresh record pops up in Salesforce Essentials. Make your marketing easier and manage your contacts with agility and precision, saving time and enhancing customer interactions.

  1. When this happens...
    Salesforce EssentialsSalesforce Essentials
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    KlaviyoKlaviyo
    Create Or Update Profile

    Finds a subscriber.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce Essentials triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
    • FileRequired

    • Salesforce ObjectRequired

    • Description

    • Is Private

    Action
    Write
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • LeadRequired

    Action
    Write
    • Salesforce ObjectRequired

    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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salesforce-essentials logo
salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier