Automate Klaviyo & Salesforce

Stop paying for mismatched spreadsheets. Sync data between Klaviyo and Salesforce in real-time, so you can manage your operations without the busywork.

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Klaviyo"]
        T1(["Fetch Custom Actions"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Salesforce"]
        A1(["Add Contact to Campaign"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Klaviyo and Salesforce operate independently, marketing teams often face the issue of inconsistent customer data. For instance, if a customer updates their email address in Klaviyo, this change may not reflect in Salesforce, leading to missed communications and lost sales opportunities. The marketing team may spend hours manually cross-referencing lists to ensure that customer records match, wasting valuable time that could be spent on strategic initiatives.

Top Ways to Automate Klaviyo & Salesforce

Automated Lead Enrichment: Automatically sync customer data from Salesforce to Klaviyo, enriching your email lists with up-to-date information, ensuring that your marketing campaigns are always targeting the right audience.
Real-Time Engagement Tracking: Capture customer interactions in Klaviyo and push engagement metrics back to Salesforce, providing your sales team with actionable insights that enhance follow-up strategies and improve conversion rates.
Segmented Campaign Triggers: Set up automated workflows that trigger personalized email campaigns in Klaviyo based on Salesforce events, such as new leads or changes in customer status, ensuring timely and relevant communication with prospects.

How to Build the Klaviyo → Salesforce Sync

In Klaviyo, navigate to the 'Webhooks' section and create a new webhook that triggers on the 'Subscribe' event.
Set the webhook URL to your Salesforce REST API endpoint: https://your-instance.salesforce.com/services/data/vXX.X/sobjects/Contact/.
In the webhook payload, extract the necessary fields such as email, first_name, and last_name from the Klaviyo event data.
Format the payload as JSON: {"Email__c": "{{ email }}", "FirstName": "{{ first_name }}", "LastName": "{{ last_name }}"}.
Ensure you include the appropriate headers for authentication: 'Authorization: Bearer YOUR_ACCESS_TOKEN' and 'Content-Type: application/json'.
Test the webhook by subscribing a new user in Klaviyo and verify that the data appears correctly in Salesforce.

Developer Warnings & API Gotchas

Be cautious of field mappings; ensure that Email__c in Salesforce is correctly mapped to the email field from Klaviyo to avoid data type mismatches.
Watch for the potential for duplicate entries in Salesforce if the same email is subscribed multiple times in Klaviyo without proper deduplication logic.
Ensure that the Salesforce API version in the endpoint matches the features you intend to use; using an outdated version may lead to unexpected errors or missing fields.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Klaviyo... Fetch Custom Actions

Do this in Salesforce Add Contact to Campaign
When this happens in Klaviyo... Get List

Do this in Salesforce Add File to Record
When this happens in Klaviyo... Get Metric

Do this in Salesforce Add Lead to Campaign
When this happens in Klaviyo... Get Tag

Do this in Salesforce Call Apex REST
When this happens in Klaviyo... New Campaign

Do this in Salesforce Convert Lead to Contact

SyncMatrix Experts

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I can see you're looking at mapping Klaviyo to Salesforce. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?