Automate Klaviyo & Smartsheet

Stop paying for mismatched spreadsheets. Sync data between Klaviyo and Smartsheet 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 ["Smartsheet"]
        A1(["Add Attachment to Row"])
    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 Smartsheet operate independently, marketing teams often face significant delays in project updates. For instance, when a new lead is captured in Klaviyo, the information may not be reflected in Smartsheet until someone manually enters it, leading to miscommunication. This results in the marketing team wasting hours inputting data, while project managers are left in the dark about the latest leads and their statuses, potentially causing missed opportunities and delayed campaigns.

Top Ways to Automate Klaviyo & Smartsheet

Automated Data Sync: Seamlessly synchronize customer data between Klaviyo and Smartsheet, ensuring that your marketing lists are always up-to-date and accurately reflect your latest customer interactions.
Real-Time Campaign Tracking: Automatically update Smartsheet with campaign performance metrics from Klaviyo, allowing your team to monitor engagement and adjust strategies in real-time for optimal results.
Streamlined Task Management: Create automated tasks in Smartsheet based on customer behaviors tracked in Klaviyo, enabling your team to follow up with leads and customers at the right moment, enhancing conversion rates.

How to Build the Klaviyo → Smartsheet Sync

In Klaviyo, navigate to the 'Webhooks' section and create a new webhook that triggers on the 'List Added' event.
Set the webhook URL to your Smartsheet REST API endpoint: https://api.smartsheet.com/2.0/sheets/{sheetId}/rows. Replace {sheetId} with your specific Smartsheet ID.
Configure the webhook payload to include the necessary lead information such as 'email', 'firstName', 'lastName', and any other relevant fields.
In Smartsheet, ensure your API token is ready for authentication. This token will be included in the request header as Authorization: Bearer {your_api_token}.
Test the webhook by adding a new lead in Klaviyo and check if a new row is created in Smartsheet with the correct data.

Developer Warnings & API Gotchas

Ensure that the field names in the Klaviyo payload match the column names in Smartsheet exactly; otherwise, data will not populate correctly.
Watch for data type mismatches, such as sending a string where a number is expected, which can cause the API request to fail.
Be cautious with the order of operations; if multiple webhooks are triggered simultaneously, it may lead to race conditions where data is overwritten or lost.

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 Smartsheet Add Attachment to Row
When this happens in Klaviyo... Get List

Do this in Smartsheet Add Discussion to Row
When this happens in Klaviyo... Get Metric

Do this in Smartsheet Add Row to Sheet
When this happens in Klaviyo... Get Tag

Do this in Smartsheet Copy Folder
When this happens in Klaviyo... New Campaign

Do this in Smartsheet Copy Row

SyncMatrix Experts

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