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Integrate Klaviyo with Freshworks CRM

Appy Pie Connect allows you to automate multiple workflows between Klaviyo and Freshworks CRM

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  • Lightning Fast Setup
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About Klaviyo

Klaviyo is the all-in-one email marketing platform for eCommerce. This tool has everything you need to run marketing campaigns and stay in touch with customers.

About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best Klaviyo and Freshworks CRM Integrations

  • Klaviyo Integration Freshworks CRM Integration

    Klaviyo + Freshworks CRM

    Create Contact to Freshworks CRM from New Event in Klaviyo Read More...
    Close
    When this happens...
    Klaviyo Integration New Event
     
    Then do this...
    Freshworks CRM Integration Create Contact
  • Klaviyo Integration Freshworks CRM Integration

    Klaviyo + Freshworks CRM

    Create Note to Freshworks CRM from New Event in Klaviyo Read More...
    Close
    When this happens...
    Klaviyo Integration New Event
     
    Then do this...
    Freshworks CRM Integration Create Note
  • Klaviyo Integration Freshworks CRM Integration

    Klaviyo + Freshworks CRM

    Create Account to Freshworks CRM from New Event in Klaviyo Read More...
    Close
    When this happens...
    Klaviyo Integration New Event
     
    Then do this...
    Freshworks CRM Integration Create Account
  • Klaviyo Integration Freshworks CRM Integration

    Klaviyo + Freshworks CRM

    Add Appointment in Freshworks CRM when New Event is created in Klaviyo Read More...
    Close
    When this happens...
    Klaviyo Integration New Event
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • Klaviyo Integration Freshworks CRM Integration

    Klaviyo + Freshworks CRM

    Create Task to Freshworks CRM from New Event in Klaviyo Read More...
    Close
    When this happens...
    Klaviyo Integration New Event
     
    Then do this...
    Freshworks CRM Integration Create Task
  • Klaviyo Integration {{item.actionAppName}} Integration

    Klaviyo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Klaviyo + Freshworks CRM in easier way

It's easy to connect Klaviyo + Freshworks CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Event

    Triggers on a new event for any metric.

  • New Member

    Creates a member.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • Add Members

    Creates a member.

  • Add Subscriber

    Adds a new subscriber to a list you specify. Profiles are single or double opted in based on the list's settings.

  • Update Subscriber

    Updates an existing subscriber.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Klaviyo & Freshworks CRM Integrations Work

  1. Step 1: Choose Klaviyo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Freshworks CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Klaviyo to Freshworks CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Klaviyo and Freshworks CRM

There are different kinds of software available for businesses today. These can be automated software, software that has been created using artificial intelligence, software that helps you manage your business and much more. One of the most popular software is a CRM software like Freshworks CRM.

These are software that helps you manage your customer relationship better. A CRM software is similar to a database. It allows you to input information about your customers and their activities in real time. The main objective of a CRM software is to help you create an effective marketing campaign for your business by helping you keep track of all your contact with your customers.

CRM software assists you in creating strategies to make your business grow by targeting the right customers. But, what if you are already using a CRM software? You may think that integrating another CRM software would be redundant and unnecessary. However, that is not always true. In fact, integrating a new CRM software with your existing one may prove beneficial to you.

Integration of Klaviyo and Freshworks CRM

Klaviyo is a marketing automation platform that uses artificial intelligence to help you manage your marketing campaigns effectively online through email, social media and other online channels. It provides automated data analysis and reporting so that you know how to make your business grow through marketing.

Freshworks CRM is another kind of CRM software that helps you manage your sales and customer relationship better. For instance, it helps you keep track of all the orders from your customers, the leads generated from them and many more things. Freshworks CRM also gives you the capability to create reports about your sales and customers easily for better decision making.

Now, if you integrate these two software, then you can get the best of both worlds because it is like having one system for both your marketing and sales teams. By integrating these two software together, you can have integrated data across different departments in your company. This makes it easier for you to run your business smoother and achieve your goals more effectively.

Benefits of Integration of Klaviyo and Freshworks CRM

Here are some of the benefits of integrating Klaviyo and Freshworks CRM together:

  • Streamlined Data Gathering

Both Klaviyo and Freshworks CRM are designed to gather data about your customers and how they interact with your business. But when you integrate the two systems together, there will be no need to gather data twice or thrice because the data will be present in one system. This will save you time, money and effort.

  • Better Customer Relationship Management

If you are already using a CRM software and considering to add another one to it, it may seem redundant but it isn’t always true. By adding another CRM software to your existing system, you can create a more effective strategy for managing your customers’ needs and requirements. Moreover, if you have a lot of data about your customers in one system, it can be overwhelming and difficult to manage it alone. However, if you integrate the two systems together, then managing the data will be easier because the data will be centralized in one place and accessible to everyone who needs it for various purposes such as sales and marketing campaigns. Furthermore, integrating the two systems together would allow you to have a better handle on how your business is doing compared to other businesses that do not use any data management software at all. This will give you a competitive advantage over them and help you grow faster than them.

  • Easier Reporting System

When Klaviyo and Freshworks CRM are integrated together, you can easily generate reports about your business because those reports will be centralized on one system instead of having them scattered around in different systems. This way, generating reports related to sales, leads or customers will be easier because all the data will be provided in one system. This will save time and effort that could have been spent looking for data all over different systems if these two systems are not integrated together.

Klaviyo, a marketing automation platform, and Freshworks CRM, a customer relationship management software, when integrated together help small businesses achieve more growth in their business faster by providing them a better customer relationship management system and providing them with easier ways to generate report about their business in one place instead of having scattered reports all over different systems.

The process to integrate Klaviyo and Freshworks CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.