Automate Smartsheet & Klaviyo

Stop paying for mismatched spreadsheets. Sync data between Smartsheet 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 ["Smartsheet"]
        T1(["Copy Folder — Destination workspace folders"])
    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 Smartsheet and Klaviyo operate independently, project updates in Smartsheet may not reflect in Klaviyo, leading to missed marketing opportunities. For instance, if a project status changes from 'In Progress' to 'Completed' in Smartsheet, the marketing team may continue to target users with outdated information, wasting resources on campaigns that are no longer relevant. This results in the marketing team manually checking project statuses and updating Klaviyo lists, consuming valuable time that could be spent on strategic initiatives.

Top Ways to Automate Smartsheet & Klaviyo

Automated Lead Nurturing: Instantly sync new leads from Smartsheet to Klaviyo, triggering personalized email campaigns that engage prospects based on their specific interests and behaviors.
Real-Time Performance Tracking: Automatically update Klaviyo with campaign performance data from Smartsheet, enabling your team to analyze results and make data-driven adjustments without manual entry.
Streamlined Customer Segmentation: Leverage data collected in Smartsheet to dynamically segment your audience in Klaviyo, ensuring that your marketing messages are targeted and relevant, enhancing customer engagement.

How to Build the Smartsheet → Klaviyo Sync

In Smartsheet, configure a webhook to trigger on the 'Row Updated' event for your project sheet. Set the webhook URL to your server endpoint that will receive the data.
In your server, listen for the incoming webhook payload. Extract the relevant fields, such as 'Row ID', 'Status', and any other pertinent project details.
Format the extracted data into a JSON object that matches Klaviyo's API requirements. For example, include the 'Row ID' as an identifier and the 'Status' to update the corresponding subscriber.
Make a POST request to Klaviyo's API endpoint at 'https://a.klaviyo.com/api/v1/people/{email}/', using the extracted data. Ensure to replace '{email}' with the actual email address associated with the project.
Handle the response from Klaviyo to confirm that the data was successfully updated, and log any errors for troubleshooting.

Developer Warnings & API Gotchas

Ensure that the 'Row ID' from Smartsheet directly corresponds to the unique identifier used in Klaviyo. If there’s a mismatch, updates may not apply correctly.
When extracting the 'Status', verify that the values match Klaviyo's expected input. For example, if Klaviyo expects 'Completed' but the webhook sends 'Done', the update will fail.
Consider the timing of the webhook triggers; if multiple updates occur in quick succession, your server must handle them in the correct order to avoid overwriting data incorrectly.

Supported API Operations

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

When this happens in Smartsheet... Copy Folder — Destination workspace folders

Do this in Klaviyo Add Profile to List
When this happens in Smartsheet... Copy Folder — Source workspace folders

Do this in Klaviyo Add Tag to List
When this happens in Smartsheet... Fetch Custom Actions

Do this in Klaviyo Add Tag to Segment
When this happens in Smartsheet... Get Folders

Do this in Klaviyo Create Event
When this happens in Smartsheet... Get Reports

Do this in Klaviyo Create List

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