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Integrate Klaviyo with Salesforce

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

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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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate Klaviyo + Salesforce

  • Klaviyo Integration Salesforce Integration

    Klaviyo + Salesforce

    Create Lead to Salesforce from New Event in Klaviyo Read More...
    Close
    When this happens...
    Klaviyo Integration New Event
     
    Then do this...
    Salesforce Integration Create Lead
  • Klaviyo Integration Salesforce Integration

    Klaviyo + Salesforce

    Create Custom Object to Salesforce from New Event in Klaviyo Read More...
    Close
    When this happens...
    Klaviyo Integration New Event
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Klaviyo Integration Salesforce Integration

    Klaviyo + Salesforce

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

    Klaviyo + Salesforce

    Update Contact in Salesforce when New Event is created in Klaviyo Read More...
    Close
    When this happens...
    Klaviyo Integration New Event
     
    Then do this...
    Salesforce Integration Update Contact
  • Klaviyo Integration Salesforce Integration

    Klaviyo + Salesforce

    Update Custom Object in Salesforce when New Event is created in Klaviyo Read More...
    Close
    When this happens...
    Klaviyo Integration New Event
     
    Then do this...
    Salesforce Integration Update Custom Object
  • 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 + Salesforce in easier way

It's easy to connect Klaviyo + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    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.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

Compliance Certifications and Memberships

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

How Klaviyo & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Klaviyo and Salesforce

Klaviyo is a company that provides a CRM system for e-commerce companies. It serves as a customer relationship management system where customers and prospects are organized into lists so that you can reach out to them with targeted messages. The service is more of an email marketing, segmentation, and automation platform than simply a list manager. They also have a social media management platform.

Salesforce is an enterprise software for sales, service and marketing departments, which has been around since 1999. Salesforce is an all in one sales, service and marketing top. It gives you insights into your organization’s workflows, processes, data, and customers.

  • Integration of Klaviyo and Salesforce
  • The integration is done by an API that allows the two companies to work together. The two tops do not directly integrate with each other, but instead they communicate through an API. The integration enables the users to:

    Add contacts from Klaviyo lists to Salesforce Leads automatically Add contacts from Salesforce Leads to Klaviyo Lists automatically Create leads from Klaviyo users Create contacts from Klaviyo users Create contacts from Salesforce companies Create leads from Klaviyo companies Create accounts from Klaviyo companies View Klaviyo campaign reports in Salesforce Track Klaviyo leads in Salesforce Track Klaviyo opportunities in Salesforce Track Klaviyo accounts in Salesforce Track Klaviyo products in Salesforce

  • Benefits of Integration of Klaviyo and Salesforce
  • Using Salesforce and Klaviyo together gives you the ability to do lead generation, customer relationship management (CRM), data management, product management, and marketing automation. It is important to keep track of your customers and prospects throughout the sales cycle instead of just at the beginning. Then when it is time to make contact with them again, you will already know who they are and what they want to see or buy. This is especially useful for e-commerce companies because they can add new products to their platforms all the time. Not only do you know who your customers are now, but you can also keep track of what they have bought before and what they may be interested in buying next. This helps with increasing sales. With the API integration between Salesforce and Klaviyo, there are many opportunities for uses and benefits. There are many different ways to use the integration in either way. You can send emails based on past purchases (lead nurturing), sync leads and accounts for the same customer (lead conversion), and create new leads and accounts on your own (lead generation. You could also create opportunities for new products based on the preferences of your customers (product management. or even create new accounts based on the preferences of your customers (account creation. The possibilities are endless.

    This integration between Salesforce and Klaviyo makes it easier for companies to manage their customers and prospects in one place. It saves time and money by putting everything in one place instead of having multiple tops to manage your customer information. This integration is helpful to those who don’t have experience with CRM systems before. It gives a lot of flexibility for customization whether it is setting up your own framework or just using all the default settings to track your customers without changing anything.

    The process to integrate Klaviyo and SMS By Connect 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.