ServiceTitan logo + Klaviyo logo

Automate ServiceTitan & Klaviyo

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

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["ServiceTitan"]
        T1(["Booking"])
    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 ServiceTitan and Klaviyo operate independently, marketing teams often miss critical customer engagement opportunities. For instance, if a service appointment is completed in ServiceTitan, the customer data, including service details and feedback, may not be automatically sent to Klaviyo. This results in manual data entry by marketing staff to update customer profiles, leading to delays in sending follow-up emails or promotional offers. The marketing team wastes hours each week entering this data, which could be better spent on strategy and campaign development.

Top Ways to Automate ServiceTitan & Klaviyo

  • Automated Customer Follow-ups: Trigger personalized follow-up emails based on service completion in ServiceTitan, ensuring timely communication and enhancing customer satisfaction.
  • Dynamic Segmentation: Automatically segment your audience in Klaviyo based on service history and engagement metrics from ServiceTitan, allowing for targeted marketing campaigns that resonate with specific customer needs.
  • Real-time Performance Reporting: Sync key performance indicators from ServiceTitan to Klaviyo, enabling you to analyze the effectiveness of your marketing efforts and make data-driven decisions for continuous improvement.

How to Build the ServiceTitan → Klaviyo Sync

  1. In ServiceTitan, set up a Standard Webhook to trigger on the 'Appointment Completed' event.
  2. Configure the webhook to send a POST request to your integration endpoint, including the payload with customer ID, appointment details, and feedback.
  3. In your integration layer, listen for the incoming webhook at the specified endpoint. Extract the relevant fields from the payload, such as 'customer_id', 'service_details', and 'feedback'.
  4. Use the Klaviyo API to insert this data into the appropriate customer profile. Make a POST request to the '/api/v1/people/' endpoint with the extracted data formatted as JSON.
  5. Ensure that the JSON payload includes the 'customer_id' as an identifier, along with any other relevant fields like 'service_details' and 'feedback' to enrich customer profiles in Klaviyo.

Developer Warnings & API Gotchas

  • Ensure the 'customer_id' from ServiceTitan matches the identifier used in Klaviyo; mismatches can lead to data being sent to incorrect profiles.
  • Be aware that ServiceTitan may send multiple webhooks for a single appointment if there are updates; implement logic to deduplicate these entries before sending to Klaviyo.
  • Check the data types of fields being sent to Klaviyo; for example, if 'service_details' is expected as a string but sent as an array, it will cause the API request to fail.

Supported API Operations

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

  • When this happens in ServiceTitan... Booking
    Do this in Klaviyo Add Profile to List
  • When this happens in ServiceTitan... Booking Providers
    Do this in Klaviyo Add Tag to List
  • When this happens in ServiceTitan... Business Units Data
    Do this in Klaviyo Add Tag to Segment
  • When this happens in ServiceTitan... Campaigns
    Do this in Klaviyo Create Event
  • When this happens in ServiceTitan... Employees Data
    Do this in Klaviyo Create List

SyncMatrix Experts

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