1.Triggers on SMS segment subscribers
Integrate Klaviyo to trigger on new SMS segment subscribers and pull signup timestamps for consent updates.
Update client records when SMS opt-in received
Automatically monitor SMS list subscriber events across Klaviyo and HubSpot. Capture opt-in timestamps and update consent flags and consent fieldsβso you can keep compliance without manual consent tracking.
How this automation updates your CRM consent status
When SMS subscribers opt in, delayed or missing updates can create compliance risk. This automation captures SMS opt-ins and normalizes phone data, then finds and updates CRM contact consent fieldsβso your team can rely on accurate records.
Klaviyoor swap with your favorite app
2.Normalizes subscriber phone numbers
Integrate Formatter by Zapier and phone formatting tools to normalize phone values and map normalized phone to search.
Formatter by Zapieror swap with your favorite app
3.Finds contacts by normalized phone
Integrate HubSpot and CRM contact matching to search for a contact using the normalized phone value.
HubSpotor swap with your favorite app
4.Updates contact consent fields
Integrate HubSpot and consent data mapping to update SMS consent flags and consent timestamps on the contact record.
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