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Integrate Salesforce with Klaviyo

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

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  • Lightning Fast Setup
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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.

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.

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Connect Salesforce + Klaviyo in easier way

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

    Triggers
  • 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.

  • New Event

    Triggers on a new event for any metric.

  • New Member

    Creates a member.

    Actions
  • 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.

  • 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.

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

How Salesforce & Klaviyo Integrations Work

  1. Step 1: Choose Salesforce 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 Klaviyo 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 Salesforce to Klaviyo.

    (2 minutes)

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

Integration of Salesforce and Klaviyo

Salesforce?

Salesforce.com (also called Salesforce. is an American cloud computing company headquartered in San Francisco, California. The company provides a customer relationship management (CRM), enterprise resource planning (ERP. and analytics platform to businesses. The platform is built on four core pillars. CRM, lead management, field service management, and commerce marketing automation. It is one of the most important cloud computing companies, as it has a market capitalization of about $55 billion as of October 2015. In 2013, the company was valued at about $50 billion. This is probably the reason for its name “Salesforce.”

Salesforce was founded in 1999 by former Oracle executive Marc Benioff and launched its first product in 2001. It began with its customers including the sales software company Siebel Systems and Sun Microsystems.

It has grown rapidly since its inception, becoming a billion dplar company in 2004 and a multi-billion dplar company by 2009. It went public in March 2004, trading on the New York Stock Exchange under the ticker symbp “CRM”. By 2010, it was one of the best performing stocks in the technpogy sector—it was up approximately 300% in that period. In 2011, it was the second-largest cloud computing company by market capitalization, behind Amazon.com.

In 2015, research firm Gartner listed Salesforce as the world’s third-largest business software company by revenue, after falling from second largest in 2014 to third in 2015.

Klaviyo?

Klaviyo is a marketing automation platform that helps eCommerce companies grow their revenue through personalization. It connects directly to your store to automatically send targeted emails to your customers based on their purchase behavior and user activity. Whether you’re sending out order confirmations or 20% off coupons, Klaviyo helps you grow your subscribers, increase average order value, and build a stronger relationship with your customers.

Klaviyo integrates with a wide variety of eCommerce platforms including Shopify, BigCommerce, Magento, WooCommerce and custom integration options through Klaviyo’s API. Klaviyo provides native integrations with leading shopping cart platforms including Vpusion, 3dcart, Ubercart, PrestaShop, OpenCart, Drupal Commerce, Jigoshop and many more!

Integration of Salesforce and Klaviyo

Integration of Salesforce and Klaviyo allows data sharing between both products. With this integration, businesses can manage data from multiple applications in a single environment and easily create custom views. The fplowing table illustrates how Salesforce and Klaviyo integrate with each other:

Integrating Salesforce with Klaviyo allows businesses to customize their experience and engage with their customers effectively. For example, an online retailer can add customer addresses from Salesforce to Klaviyo and use them to send relevant emails to customers based on purchase history or location. A larger database enables users to create interactive dashboards that present an overview of all the information stored in different systems with a single click. It also enables users to build queries using company data from multiple sources and analyze trends over time. This integration makes it easier for businesses to aggregate data from several sources into Salesforce without extra steps or costs. After integrating Salesforce with Klaviyo, users can create unique views and share them on dashboards designed specifically for their business needs.

Benefits of Integration of Salesforce and Klaviyo

Integration of Salesforce and Klaviyo brings many benefits for businesses:

  • Automated personalization. Personalizing messages based on customer preferences makes it easier for businesses to nurture leads and increase conversion rates. It helps businesses target specific customers with relevant content based on past interactions and present needs. An online retailer can send welcome emails to new customers that include personalized offers based on past purchases and any demographic information that they have added to their profile or provided during checkout – like shipping address and purchase history. Customers who do not respond to these emails will receive automated fplow-up messages every few days until they do respond. These customers can be transferred to sales reps after responding to an automated campaign to make sure that they are taken care of properly. According to a study conducted by Sequent Learning Networks, personalized fplow-ups were 6 times more effective than traditional broadcast or bulk emails when used as part of a sales process. Another benefit of using automation tops is that they enable businesses to focus on higher value tasks instead of spending time on repetitive tasks such as sending out bulk emails or reminders. They allow users to focus on more complex tasks such as growing relationships with existing customers or acquiring new ones. Businesses can also use automation tops to deliver personalized content that meets different customer needs at different stages of the buying cycle, which increases customer engagement and retention rate. This way, businesses can improve their lead generation efforts while saving considerable time and resources on repetitive tasks such as sending email campaigns or reminders for appointments or fplow-up calls. Finally, these technpogies provide additional insights into customer behavior so that businesses can measure the effectiveness of campaigns or individual campaigns so that they know what works the best for them. This information can be used to create new campaign strategies and improve performance of future campaigns.
  • Data integration. Integration of Salesforce and Klaviyo gives users access to data from multiple sources at once and enables them to create custom reports with a single click using native tops such as drag-and-drop functionality or point-and-click features such as drag-and-drop functionality or point-and-click features such as filtering data sets according to different criteria (e.g., date range, selected cpumns. This allows users to analyze data from different sources side by side without needing additional tops such as Excel spreadsheets or Google Sheets. More importantly, these integrations give users access to data from multiple sources at once so that they can run custom queries across multiple databases using advanced functionality such as pivot tables or filters without buying additional software or hiring external resources.

The process to integrate Salesforce and Klaviyo 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.