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Klaviyo + Teamwork CRM

Create deals in Teamwork CRM for new Klaviyo events

Stay on top of your sales process by automatically creating deals in Teamwork CRM when new events occur in Klaviyo. This workflow captures event details in your Klaviyo app and instantly creates a deal within Teamwork CRM, ensuring no opportunity slips through the cracks. Keep your team organized and efficient by streamlining your CRM management with this automation.

Stay on top of your sales process by automatically creating deals in Teamwork CRM when new events occur in Klaviyo. This workflow captures event details in your Klaviyo app and instantly creates a deal within Teamwork CRM, ensuring no opportunity slips through the cracks. Keep your team organized and efficient by streamlining your CRM management with this automation.

  1. When this happens...
    KlaviyoKlaviyo
    New Event

    Triggers on a new event. Optional filtering by metric.

    TriggerScheduled
  2. automatically do this!
    Teamwork CRMTeamwork CRM
    Create Deal

    Creates a new deal.

    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
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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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teamwork-crm logo
teamwork-crm logo

About Teamwork CRM

Teamwork CRM helps you to develop your sales process, plan and manage your company’s growth and bring clarity to a chaotic pipeline.

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