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Klaviyo + Salesforce

Create Salesforce records from new Klaviyo events

Kickstart your Salesforce strategies with every new event in your Klaviyo campaign. With this workflow, as soon as an event occurs in Klaviyo, a new record is created in Salesforce instantly. It's a seamless solution to keep your sales team in the loop about marketing initiatives, improving organizational alignment and equipping your team with the most recent updates, all in real-time.

Kickstart your Salesforce strategies with every new event in your Klaviyo campaign. With this workflow, as soon as an event occurs in Klaviyo, a new record is created in Salesforce instantly. It's a seamless solution to keep your sales team in the loop about marketing initiatives, improving organizational alignment and equipping your team with the most recent updates, all in real-time.

  1. When this happens...
    KlaviyoKlaviyo
    New Event

    Triggers on a new event. Optional filtering by metric.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Metric

    Trigger
    Scheduled
    Try It
    • Channel

    Trigger
    Scheduled
    Try It
    • Email

    • First Name

    • Last Name

    • Phone Number

    • Title

    • Organization

    • City

    • Region

    • Country

    • Zip

    • Image URL

    • Unique Id

    • Custom Properties

    • Consent to subscribe to Channel

    Action
    Write
    • ListRequired

    • Profile IDRequired

    Action
    Write
    • Audience Type

    Trigger
    Scheduled
    Try It
    • Profile IDRequired

    • ListRequired

    Action
    Write
    • MetricRequired

    • Email AddressRequired

    • Event Id

    • Value

    • Time

    • Custom Event Properties

    Action
    Write
    • Campaign IDRequired

    Action
    Write
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About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
Learn moreHelp

Related categories

  • Marketing Automation

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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Related categories

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