1.Monitors clicked-email events
Integrate Klaviyo and email analytics tools to receive clicked-email event data and pass key fields to the workflow.
Create CRM lead and activity from email click
Automatically capture email click events across Klaviyo to Salesforce CRM. Create and update leads and tasks when clicked-email events arrive, so you can route follow-up and preserve engagement context without manual data entry.
How this automation creates lead follow-up context
When clicked-email events arrive, teams lose speed if engagement details are not logged right away. This automation captures Klaviyo events and looks up or creates Salesforce leads, then creates and associates completed task activityβso your team can follow up with confidence.
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2.Finds lead by email
Integrate Salesforce and CRM data lookup tools to search Leads by email and continue whether a match exists or not.
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3.Creates completed task for lead
Integrate Salesforce and sales activity tracking tools to create a completed Task, then associate it to the found Lead.
4.Creates new lead and task
Integrate Salesforce and CRM record creation tools to create a new Lead when missing, then create and associate the completed Task.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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