Klaviyo + Salesforce
Update Salesforce leads when new profiles are added to Klaviyo segment or list
Keep your Salesforce leads up-to-date effortlessly with this workflow. Whenever a profile is added to a segment or list in Klaviyo, it immediately updates the corresponding lead data in Salesforce. This automated process makes sure your sales team always has the latest information at their disposal, improving efficiency and maintaining data accuracy across both platforms.
Keep your Salesforce leads up-to-date effortlessly with this workflow. Whenever a profile is added to a segment or list in Klaviyo, it immediately updates the corresponding lead data in Salesforce. This automated process makes sure your sales team always has the latest information at their disposal, improving efficiency and maintaining data accuracy across both platforms.
- When this happens...Profile added to Segment or List
Triggers when a Profile is added to a Segment or to a List.
- automatically do this!Update Lead
Updates an existing lead in Salesforce.
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Metric
Try ItChannel
Try ItEmail
First Name
Last Name
Phone Number
Title
Organization
City
Region
Country
Zip
Image URL
Unique Id
Custom Properties
Consent to subscribe to Channel
ListRequired
Profile IDRequired
Audience Type
Try ItProfile IDRequired
ListRequired
MetricRequired
Email AddressRequired
Event Id
Value
Time
Custom Event Properties
Campaign IDRequired
