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Quickly connect Klaviyo to Zoho CRM with a Zapier template.
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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
Setup an action from Zoho CRM
That’s it! You just connected Klaviyo to Zoho CRM
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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.
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
Try ItTriggerPolling- Channel
Try ItTriggerPolling- TagRequired
- ListRequired
ActionWrite- List NameRequired
ActionWrite
- Audience Type
Try ItTriggerPolling- Profile IDRequired
- ListRequired
ActionWrite- TagRequired
- SegmentRequired
ActionWrite- 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
ActionWrite