BrightManager + Klaviyo
Create or update Klaviyo profiles when new clients are created in BrightManager
When a new client is added in BrightManager, update or create a corresponding profile in Klaviyo seamlessly. This automation workflow not only plays a pivotal role in streamlining your CRM processes but also ensures that all your client information is consistently updated in your email marketing tool. No manual data entry or tracking required, leaving you more time to focus on building strong client relationships.
When a new client is added in BrightManager, update or create a corresponding profile in Klaviyo seamlessly. This automation workflow not only plays a pivotal role in streamlining your CRM processes but also ensures that all your client information is consistently updated in your email marketing tool. No manual data entry or tracking required, leaving you more time to focus on building strong client relationships.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Create Or Update Profile
Create or Update a Profile and add it to a list you specify. Profiles are single or double opted in based on the list's settings.
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Client Created
Triggers when a Client is created within BrightManager.
Try ItClient Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Try ItClient NameRequired
Legal FormRequired
Client StatusRequired
Company Number
Registered Address Line 1
Registered Address Line 2
Registered Address Line 3
Registered Address Line 4
Registered Address City
Registered Address Region
Registered Address Postcode
Registered Address Country
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Title
First NameRequired
Middle Name
Last NameRequired
Email Address
Telephone Number
Mobile Number
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Title
First Name
Middle Name
Last Name
Email Address
Telephone Number
Mobile Number
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Client Manager
Client Partner
Client IDRequired
Service NameRequired
