Automate Zoho CRM & Klaviyo

Stop paying for mismatched spreadsheets. Sync data between Zoho CRM 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 ["Zoho CRM"]
        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 ["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 Zoho CRM and Klaviyo operate in isolation, leads generated in Zoho may not be reflected in Klaviyo's email campaigns. For instance, if a sales team logs a new lead in Zoho without an automated transfer to Klaviyo, marketing efforts targeting that lead are delayed. This results in manual data entry by the marketing team, who must cross-reference Zoho for new leads, wasting valuable hours that could be spent on strategic initiatives.

Top Ways to Automate Zoho CRM & Klaviyo

Automated Lead Nurturing: Automatically sync leads from Zoho CRM to Klaviyo, enabling targeted email campaigns that nurture prospects based on their CRM activity and engagement history.
Real-Time Customer Insights: Ensure that customer data is updated in real-time across both platforms, allowing marketing teams to tailor their messaging based on the latest interactions and behaviors captured in Zoho CRM.
Segmentation and Personalization: Leverage detailed customer segments from Zoho CRM within Klaviyo to create personalized marketing campaigns that resonate with specific audience needs, driving higher conversion rates.

How to Build the Zoho CRM → Klaviyo Sync

In Zoho CRM, configure a webhook under the 'Hub Triggers' section to trigger on the 'Lead Created' event. Set the webhook URL to your integration endpoint.
Ensure the payload contains essential lead data such as 'First Name', 'Last Name', 'Email', and 'Phone'.
On your integration server, listen for incoming POST requests at the specified endpoint. Extract the lead data from the webhook payload.
Construct a JSON object for the Klaviyo REST API POST request using the extracted data. The object should include 'data': {'type': 'profile', 'attributes': {'email': 'lead_email', 'first_name': 'lead_first_name', 'last_name': 'lead_last_name', 'phone_number': 'lead_phone'}}.
Send a POST request to Klaviyo's endpoint at 'https://a.klaviyo.com/api/profiles/' with the constructed JSON object and include your API key in the headers for authentication.

Developer Warnings & API Gotchas

Ensure the email field from Zoho is validated before sending to Klaviyo, as Klaviyo requires a unique email for each profile. Duplicates can cause errors in the API response.
Be cautious with the data types; for example, ensure that phone numbers are formatted correctly as strings in the JSON payload to avoid parsing errors in Klaviyo.
Monitor the webhook payload size; if the lead data exceeds the maximum size allowed by your integration endpoint, it may lead to incomplete data transfers.

Supported API Operations

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

When this happens in Zoho CRM... Fetch Custom Actions

Do this in Klaviyo Add Profile to List
When this happens in Zoho CRM... Get Contact Layout

Do this in Klaviyo Add Tag to List
When this happens in Zoho CRM... Get Contact Roles

Do this in Klaviyo Add Tag to Segment
When this happens in Zoho CRM... Get Latest Entries in Specified Module

Do this in Klaviyo Create Event
When this happens in Zoho CRM... Get Layout for Module

Do this in Klaviyo Create List

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