Klaviyo + Zomentum

Klaviyo + Zomentum integrations

Create or update Zomentum clients from new Klaviyo events

Easily manage your clients in Zomentum whenever a new event occurs in Klaviyo with this automation. This workflow activates upon new events in Klaviyo and quickly updates or creates a client in Zomentum, ensuring your client information stays up-to-date and organized. Save time and maintain a seamless connection between your marketing and sales processes with this efficient solution.

When this happens...
New EventTriggers on a new event. Optional filtering by metric.
TriggerPolling
automatically do this!
Create or Update ClientCreate or Update Client
ActionWrite

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More things you can do with Klaviyo and Zomentum

Discover other triggers and actions you can use with Klaviyo and Zomentum

- Metric
Trigger
Polling
Try It
- Channel
Trigger
Polling
Try It
- Tag
  Required
- List
  Required
Action
Write
- List Name
  Required
Action
Write
- Metric
  Required
- Email Address
  Required
- Event_id
- Value
- Time
- Custom Event Properties
Action
Write

- Tag
  Required
- List
  Required
Action
Write
- Campaign ID
  Required
Action
Write

- List
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- SMS Subscription Type
Action
Write
- Email
- Phone_number
- SMS Subscription Type (only when SMS number is provided)
- Attributes_note
- Profiles_note
Action
Write
- Name
  Required
- Channel
  Required
- Status
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
Client Created
Triggers when a new client is created.
Trigger
Polling
Try It
Contact Created
Triggers when a new contact is created.
Trigger
Polling
Try It
Document Approved
Triggers when to get items details for the approved document.
Trigger
Polling
Try It
Document Updated
Triggers when Document is updated.
Trigger
Polling
Try It
Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Polling
Try It
- ClientCompanyId
- name
  Required
- companyType
  Required
- logo
- Address Line 1
- Address Line 2
- pincode
- state
- country
- phone
- City
- Website
- Owner
- Source
- Campaign
- TwitterURL
- FacebookURL
- LinkedURL
- DateAcquired
- Owner Email
Action
Write
- OpportunityId
- Name
  Required
- Client Name
  Required
- Contact Email
- Opportunity Type
- Opportunity Pipeline
  Required
- Opportunity Stage
  Required
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
  Required
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ClientUserId
  Required
Action
Search

- 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
- List
  Required
- Profile ID
  Required
Action
Write
- Tag
  Required
- Segment
  Required
Action
Write
- Profile Id
  Required
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- List
Action
Write
- Identifiers_note
- Profile ID
- Email
- Phone_number
- Consent_note
- Consent to subscribe to Channel
  Required
- SMS Subscription Type
- List
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Name
  Required
Action
Search
- Search_note
  Required
- Email
- Phone Number
- Secondary Search by Phone Number
- List
Action
Search
- Search_note
  Required
- Email
- Phone Number
- Secondary Search by Phone Number
- List
- First_name
- Last_name
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- SMS Subscription Type
Action
Search or write
Client Updated
Triggers when a client is updated.
Trigger
Polling
Try It
Contact Updated
Triggers when a contact is update.
Trigger
Polling
Try It
Document Created
Triggers when a new Document is created.
Trigger
Polling
Try It
Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Polling
Try It
Users
Triggers when fetch owner while creating client.
Trigger
Polling
Try It
- ClientCompanyId
- email
  Required
- phone
- clientCompanyName
  Required
- contactType
- first
  Required
- last
- JobTitle
- Department
Action
Write
- OpportunityId
  Required
- Name
- Client Name
- Contact Email
- Opportunity Type
- Opportunity Pipeline
- Opportunity Stage
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- ClientCompanyId
  Required
- GetOpportunities
- GetClientContact
Action
Search
- OpportunityId
  Required
Action
Search

About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.

Learn moreLearn moreHelpHelp

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About Zomentum

Zomentum is a sales funnel management tool built for MSPs

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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