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.
- When this happens...
Profile added to Segment or ListTriggers when a Profile is added to a Segment or to a List.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Update LeadUpdates an existing lead in Salesforce.
ActionWriteCreate a new record or update an existing record in your app.
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TagRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MetricRequired
Email AddressRequired
Event Id
Value
Time
Custom Event Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List
Email
First Name
Last Name
Phone Number
Title
Organization
City
Region
Country
Zip
Image URL
Unique Id
Custom Properties
SMS Subscription Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Phone Number
SMS Subscription Type (only when SMS number is provided)
Attributes Note
Profiles Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ChannelRequired
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Profile IDRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
SegmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Profile IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
SegmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile IdRequired
Email
First Name
Last Name
Phone Number
Title
Organization
City
Region
Country
Zip
Image URL
Unique Id
Custom Properties
List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifiers Note
Profile ID
Email
Phone Number
Consent Note
Consent to subscribe to ChannelRequired
SMS Subscription Type
List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch NoteRequired
Email
Phone Number
Secondary Search by Phone Number
List
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch NoteRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Klaviyo
Related categories
About Salesforce
Related categories
Related Zap Templates
- Create Salesforce leads from new Klaviyo events
- Add subscribers to Klaviyo from updated Salesforce records
- Update Klaviyo subscribers when new records are created in Salesforce
- Add new Salesforce contacts to a Klaviyo list as profiles
- Create events in Klaviyo for updated records in Salesforce
- Create Klaviyo events for new Salesforce records
- Add new Salesforce outbound messages as Klaviyo subscribers
- Update Salesforce records when new Klaviyo events occur
- Update Klaviyo subscribers with new Salesforce outbound messages
- Add new Salesforce records as subscribers in Klaviyo for seamless communication
- Add new Klaviyo events to Salesforce campaigns as leads
- Add new Klaviyo events to a Salesforce campaign as contacts
- Update Salesforce contacts when new events occur in Klaviyo
- Create Salesforce contacts for new Klaviyo events
- Update Salesforce leads when new Klaviyo events occur
- Create Salesforce records from new Klaviyo events
- Create leads in Salesforce for every new subscriber in Klaviyo
- Create Salesforce records for new subscribers added to Klaviyo lists or segments
- Create Salesforce leads from new subscribers added to Klaviyo list or segment
- Update Salesforce records to trigger profile unsubscribes in Klaviyo
- Create profiles in Klaviyo for every new record in Salesforce
- Create or update Klaviyo profiles for new Salesforce leads
- Create or update Klaviyo profiles for new Salesforce contacts
- Create Salesforce contacts from new Klaviyo profiles
- Create profiles in Klaviyo for new leads in Salesforce
- Create profiles in Klaviyo for new contacts in Salesforce
- Subscribe new Salesforce records to Klaviyo profiles
- Create Klaviyo events when fields on Salesforce records are updated
- Create or update Klaviyo profiles when new Salesforce contacts are added
- Update Klaviyo profiles when Salesforce records are updated
Related Zap Templates
- Create Salesforce leads from new Klaviyo events
- Add new Salesforce contacts to a Klaviyo list as profiles
- Add new Salesforce outbound messages as Klaviyo subscribers
- Add new Salesforce records as subscribers in Klaviyo for seamless communication
- Update Salesforce contacts when new events occur in Klaviyo
- Create Salesforce records from new Klaviyo events
- Create Salesforce leads from new subscribers added to Klaviyo list or segment
- Create or update Klaviyo profiles for new Salesforce leads
- Create profiles in Klaviyo for new leads in Salesforce
- Create Klaviyo events when fields on Salesforce records are updated
- Add subscribers to Klaviyo from updated Salesforce records
- Create events in Klaviyo for updated records in Salesforce
- Update Salesforce records when new Klaviyo events occur
- Add new Klaviyo events to Salesforce campaigns as leads
- Create Salesforce contacts for new Klaviyo events
- Create leads in Salesforce for every new subscriber in Klaviyo
- Update Salesforce records to trigger profile unsubscribes in Klaviyo
- Create or update Klaviyo profiles for new Salesforce contacts
- Create profiles in Klaviyo for new contacts in Salesforce
- Create or update Klaviyo profiles when new Salesforce contacts are added
- Update Klaviyo subscribers when new records are created in Salesforce
- Create Klaviyo events for new Salesforce records
- Update Klaviyo subscribers with new Salesforce outbound messages
- Add new Klaviyo events to a Salesforce campaign as contacts
- Update Salesforce leads when new Klaviyo events occur
- Create Salesforce records for new subscribers added to Klaviyo lists or segments
- Create profiles in Klaviyo for every new record in Salesforce
- Create Salesforce contacts from new Klaviyo profiles
- Subscribe new Salesforce records to Klaviyo profiles
- Update Klaviyo profiles when Salesforce records are updated