Automate Salesforce & Klaviyo

Stop paying for mismatched spreadsheets. Sync data between Salesforce 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 ["Salesforce"]
        T1(["Closed Opportunity Legacy"])
    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 ["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 Salesforce and Klaviyo operate independently, the marketing team often misses crucial lead information. For instance, if a new lead is created in Salesforce but not synced to Klaviyo, the marketing team may send campaigns to outdated contacts, resulting in wasted resources and missed opportunities. This manual data entry process, where team members copy lead details from Salesforce to Klaviyo, not only consumes valuable time but also increases the risk of human error, leading to further discrepancies in outreach efforts.

Top Ways to Automate Salesforce & Klaviyo

Automated Lead Nurturing: Instantly sync leads from Salesforce to Klaviyo, enabling targeted email campaigns that nurture prospects based on their behavior and engagement history.
Real-Time Customer Segmentation: Automatically update customer segments in Klaviyo based on Salesforce data, ensuring your marketing efforts are always aligned with the latest customer information and sales activities.
Enhanced Reporting and Analytics: Consolidate data from both platforms to generate comprehensive reports that provide insights into customer journeys, helping teams make data-driven decisions to optimize sales and marketing strategies.

How to Build the Salesforce → Klaviyo Sync

In Salesforce, set up a Standard Webhook that triggers on the 'Lead Created' event. Configure the webhook to send a POST request to your integration endpoint.
In your integration endpoint, listen for the incoming webhook data. Extract the relevant lead information such as 'Lead ID', 'Email', 'First Name', and 'Last Name' from the payload.
Construct a JSON object with the extracted data. For example: { 'data': { 'type': 'profile', 'attributes': { 'email': 'lead@example.com', 'first_name': 'John', 'last_name': 'Doe' } } }
Use the Klaviyo REST API to insert the new lead. Make a POST request to https://a.klaviyo.com/api/v1/people/ with the constructed JSON object as the payload. Ensure to include your Klaviyo API key in the headers for authorization.

Developer Warnings & API Gotchas

Ensure that the 'Email' field in Salesforce is correctly formatted before sending to Klaviyo. Invalid email formats can cause the API call to fail.
Be aware of the data type requirements for Klaviyo; for instance, Klaviyo expects the 'First Name' and 'Last Name' fields to be strings, and sending null values may result in errors.
When mapping the 'Lead ID' from Salesforce, remember that Klaviyo does not use this field directly. Instead, you may need to store it in a custom property to maintain a reference back to Salesforce.

Supported API Operations

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

When this happens in Salesforce... Closed Opportunity (Legacy)

Do this in Klaviyo Add Profile to List
When this happens in Salesforce... Fetch Custom Actions

Do this in Klaviyo Add Tag to List
When this happens in Salesforce... Get Accounts

Do this in Klaviyo Add Tag to Segment
When this happens in Salesforce... Get Campaigns

Do this in Klaviyo Create Event
When this happens in Salesforce... Get Contacts

Do this in Klaviyo Create List

SyncMatrix Experts

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