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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
Klaviyo
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
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.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Klaviyo and Salesforce with AI agents and code
Beyond Zap workflows. Call Klaviyo and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Klaviyo and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Profile to List
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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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.
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.
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.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Klaviyo to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
About Klaviyo
Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
