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How Zapier works

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

Select a trigger from Klaviyo

A trigger is an event that starts your Zap and runs the workflow. For example, with Klaviyo, a trigger could be "New Event."
A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Klaviyo to Zoho CRM

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

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

Make work flow with AI

Level up your Klaviyo to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Klaviyo + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Klaviyo and Zoho CRM

How do we integrate Klaviyo with Zoho CRM?

To integrate Klaviyo with Zoho CRM, use our platform to connect the two services by creating a zap. Within the zap, select Zoho CRM as the trigger app and choose an event like 'New Lead' or 'Updated Contact' as the trigger. Then choose Klaviyo as the action app and select actions like 'Add Subscriber to List' or 'Update Profile Property'. Follow the prompts in our zap editor to authenticate your accounts and map the necessary fields.

Can I automatically add new contacts from Zoho CRM to a Klaviyo list?

Yes, you can automatically add new contacts from Zoho CRM to a Klaviyo list. Set up a trigger for 'New Contact' in Zoho CRM in our system, and configure an action for 'Add Subscriber to List' in Klaviyo. This way, each time a new contact is created in Zoho CRM, they will be added to the specified list in Klaviyo.

What types of triggers are available for syncing data from Zoho CRM?

We offer various triggers for syncing data from Zoho CRM including ‘New Lead’, ‘New Contact’, ‘Updated Deal’, and ‘New Module Entry’. You can use these triggers to perform specific actions in Klaviyo such as updating subscriber information or creating personalized email campaigns based on changes within your CRM.

How can I update subscriber information in Klaviyo when records are updated in Zoho CRM?

To update subscriber information in Klaviyo when records are updated in Zoho CRM, create a zap that triggers on 'UpdatedContact' or similar events within Zoho CRM. Then set an action under Klaviyo like 'Update Profile Property', ensuring updated details sync directly into your email marketing lists.

Are custom fields supported when integrating data between Klaviyo and Zoho CRM?

Custom fields are supported during integration between Klaviyo and Zoho CRM. When setting up your zap, map custom fields from your trigger event within Zoho CRM directly into corresponding properties within Klaviyo actions; this allows detailed personalization as information flows between platforms.

Is there any way to track email engagement statistics from Klaviyo back into my Zoho CRM?

While our integration focuses on moving data primarily into Klaviyo for marketing purposes, keeping track of responses like opened emails or clicks might require additional setups or reporting tools within Zapier that push metrics back into specific fields inside your connected systems.

How do we handle duplicates when syncing contacts between both systems?

We recommend setting up Zaps with filters that help manage duplicate entries effectively during Info sync processes between systems. Leveraging unique identifiers like email addresses helps ensure each contact remains consistent without unnecessary replication across databases.

Connect Klaviyo and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

triggers, actions, or triggers and actions
    • 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

Learn how to automate Klaviyo on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

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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 Zoho CRM
Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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