Klaviyo + Salesforce
Create Salesforce leads from new subscribers added to Klaviyo list or segment
When a new subscriber is added to a list or segment in Klaviyo, this workflow creates a new lead in Salesforce. It streamlines the task and ensures no potential leads slip through the cracks, enabling your marketing and sales team to stay on top of their game without missing out on any opportunities. Keep your team focused on building relationships and delivering quality, while the workflow handles the data transfer for you. So, stay ahead of the curve with an efficient and seamless transition of information between Klaviyo and Salesforce.
When a new subscriber is added to a list or segment in Klaviyo, this workflow creates a new lead in Salesforce. It streamlines the task and ensures no potential leads slip through the cracks, enabling your marketing and sales team to stay on top of their game without missing out on any opportunities. Keep your team focused on building relationships and delivering quality, while the workflow handles the data transfer for you. So, stay ahead of the curve with an efficient and seamless transition of information between Klaviyo and Salesforce.
- When this happens...Profile added to Segment or List
Triggers when a Profile is added to a Segment or to a List.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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Audience Type
Try ItProfile IDRequired
ListRequired
TagRequired
SegmentRequired
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
