Help Center

Overview

The Klaviyo integration allows your CRM workflows to interact directly with Klaviyo, a marketing automation platform. This connection enables workflows to trigger based on Klaviyo events and perform actions within Klaviyo, creating seamless automation between your CRM and email/SMS marketing efforts.

About the Integration

The Klaviyo integration consists of two main components: triggers that monitor Klaviyo for specific events, and actions that perform operations within Klaviyo. Triggers check for new activity every 5 minutes, while actions execute immediately when triggered by workflow conditions.

Key Benefits

Using Klaviyo in workflows provides several advantages:

Near real-time synchronization without complex webhook setup
Complete profile management capabilities including creation, updating, and subscription handling
Consent-aware subscription management that respects email and SMS preferences separately
Ability to look up and manage lists, segments, and campaigns dynamically
Workflow-triggered campaign sending from draft campaigns

How to Set Up Klaviyo Connection

Connect via Workflow Builder (Recommended)

Open your Automation → Workflows section and select or create a workflow. Add a Klaviyo trigger or action from the Apps tab. Click "Connect your account" on the action card, complete the OAuth authorization process with Klaviyo, and return to your workflow builder where the connection status will update.

Connect via Settings (Alternative Method)

Navigate to Settings → Integrations, locate Klaviyo, and click "Connect." Complete the OAuth authorization process on Klaviyo's platform and return to your CRM.

Available Triggers

Klaviyo triggers check for activity every 5 minutes:

New event: Triggers when any tracked metric event occurs against a profile
New profile: Triggers when a new profile is created in Klaviyo
Profile added to list: Triggers when a profile joins a specific list
Profile added to segment: Triggers when a profile matches segment conditions for the first time

Available Actions

Profile Management

Create profile: Creates a new Klaviyo profile from workflow data
Update profile: Modifies an existing profile by ID or email
Find profile: Looks up a profile by email or phone number
Subscribe profile: Subscribes a profile to email and/or SMS with proper consent handling
Unsubscribe profile: Removes a profile from email and/or SMS subscriptions

List Management

Create list: Creates a new Klaviyo list
Find list: Looks up a list by name
Add profile to list: Adds a profile to a list without changing consent status
Remove profile from list: Removes a profile from a list

Example: Setting Up a Trigger

Step 1: Add the Trigger

Create a new workflow and add a Klaviyo trigger, such as "Profile added to list."

Step 2: Configure the Trigger

Select the specific Klaviyo list you want to monitor for new additions.

Step 3: Test the Trigger

Add a test profile to the selected list in Klaviyo and verify the trigger activates in your workflow.

Example: Setting Up an Action

Step 1: Prepare Campaign in Klaviyo

Create and save a draft campaign in your Klaviyo account.

Step 2: Add the Action

Add the "Send campaign" action to your workflow.

Step 3: Configure the Action

Select the draft campaign you want to send and configure any additional parameters.

Step 4: Test the Action

Run a test execution to verify the campaign sends correctly.

Testing Your Integration

Always test both triggers and actions separately before relying on them in production workflows. For triggers, create test events in Klaviyo and verify they activate your workflow. For actions, use test mode or create sandbox scenarios to ensure they perform as expected.

Common Use Cases

Synchronize new Klaviyo signups directly into your CRM as contacts
Trigger internal alerts when high-value segments are matched
Handle form opt-ins with proper consent management for email and SMS subscriptions
Send targeted campaigns based on CRM workflow milestones or conditions

Using Klaviyo Triggers and Actions in Workflows