Klaviyo + Salesforce

Update Salesforce leads when new profiles are added to Klaviyo segment or list

Keep your Salesforce leads up-to-date effortlessly with this workflow. Whenever a profile is added to a segment or list in Klaviyo, it immediately updates the corresponding lead data in Salesforce. This automated process makes sure your sales team always has the latest information at their disposal, improving efficiency and maintaining data accuracy across both platforms.

Keep your Salesforce leads up-to-date effortlessly with this workflow. Whenever a profile is added to a segment or list in Klaviyo, it immediately updates the corresponding lead data in Salesforce. This automated process makes sure your sales team always has the latest information at their disposal, improving efficiency and maintaining data accuracy across both platforms.

  1. When this happens...
    KlaviyoKlaviyo
    Profile added to Segment or List

    Triggers when a Profile is added to a Segment or to a List.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Update Lead

    Updates an existing lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • Audience Type

    Trigger
    Polling
    Try It
    • Profile IDRequired

    • ListRequired

    Action
    Write
    • TagRequired

    • SegmentRequired

    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
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klaviyo logo

About Klaviyo

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

Related categories

  • Marketing Automation

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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