Automate Procore & Klaviyo

Stop paying for mismatched spreadsheets. Sync data between Procore and Klaviyo 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 ["Procore"]
        T1(["List company vendors"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[Webhook
Listener] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Klaviyo"]
        A1(["Add Profile to List"])
    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When Procore and Klaviyo operate independently, project managers often face delays in marketing outreach due to outdated project data. For instance, when a new project is created in Procore, the marketing team may not receive timely updates on project details such as client information or project timelines, leading to missed opportunities for targeted campaigns. This results in manual data entry where team members have to cross-reference Procore data with Klaviyo, wasting hours every week and increasing the risk of human error in data entry.

Top Ways to Automate Procore & Klaviyo

Automated Project Updates: Instantly sync project milestones from Procore to Klaviyo, ensuring that clients receive timely updates via email or SMS, enhancing transparency and trust.
Targeted Client Engagement: Use data from Procore to segment your audience in Klaviyo, allowing for personalized marketing campaigns that resonate with clients based on their project status and history.
Streamlined Feedback Loops: Automate feedback requests post-project completion, sending surveys through Klaviyo to gather insights and improve future project delivery based on client experiences.

How to Build the Procore → Klaviyo Sync

Set up a webhook in Procore to listen for the 'New Project' event. Configure the webhook to send a payload containing project details such as 'project_id', 'project_name', and 'client_email'.
In your server, create an endpoint that receives the webhook payload from Procore. Extract the relevant data fields from the payload.
Use the Klaviyo REST API to insert a new record. Make a POST request to the endpoint https://a.klaviyo.com/api/v1/people/.
In the POST request, include the extracted data in the body, formatted as JSON. Ensure to map 'client_email' to the 'email' field, 'project_name' to a custom property called 'project_name', and 'project_id' to 'external_id'.
Test the integration by creating a new project in Procore and verifying that the corresponding data appears in Klaviyo.

Developer Warnings & API Gotchas

Ensure that the 'client_email' field in Procore is always populated; otherwise, the Klaviyo insert will fail, leading to incomplete data.
Be cautious with the data types; Klaviyo expects 'external_id' to be a string, but Procore may send it as an integer. Implement a conversion in your endpoint to avoid errors.
Check for duplicate entries in Klaviyo; if a project is created multiple times in Procore, you might need to implement logic to update existing records instead of creating new ones.

Supported API Operations

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

When this happens in Procore... List company vendors

Do this in Klaviyo Add Profile to List
When this happens in Procore... List of Admin - Company Offices

Do this in Klaviyo Add Tag to List
When this happens in Procore... List of Admin - Form Template

Do this in Klaviyo Add Tag to Segment
When this happens in Procore... List of Admin - Programs

Do this in Klaviyo Create Event
When this happens in Procore... List of Admin - Project Bid Types

Do this in Klaviyo Create List

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