Klaviyo only offers a Zapier/Make connection which is universal but difficult to configure, maintain and can get expensive rather quickly. For each contact added, field updated, contact deleted or engagement created you'd need to set up a separate Zap, with multiple steps to ensure no duplicates are created and the information is synced with the right contacts.
Outfunnel's Copper-Klaviyo integration is designed for B2B companies who want 2 key things from a sales-marketing integration:
Keep sales and marketing contacts in sync and
Automatically record Klaviyo email opens, clicks, and unsubscribes in Copper for the salespeople to see.
Our integration syncs your Copper contacts to Klaviyo, keeps the lists up to date, and records all email engagements as activities on the contact profiles in Copper.
With just a 10-minute, no-code setup your marketing can use the contact lists defined in Copper for their campaigns and give sales full visibility into leads' engagement, so they can sell smarter.
Connect Copper and Klaviyo, deeply and easily
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What data does Outfunnel sync between Copper and Klaviyo
Contacts and companies
Make all Copper contacts or subset(s) you define with filters available in a Klaviyo list, along with your custom contact and company fields.
Keep the two databases in sync going forward. E.g. if a custom text field is updated in Copper, this is updated in Klaviyo automatically.
Sync Klaviyo contacts to Copper when they subscribe or when they open or click an email campaign
Engagements
Record Klaviyo email engagement for contacts in Copper. Outfunnel supports sends, opens, clicks, bounces, and unsubscribes.
Record web visits and custom lead scores in Copper with Outfunnel's own Web tracking and Lead scoring as additional lead signals.
Set up contact sync
Sync contacts from Copper to Klaviyo and create contacts in Copper from new Klaviyo subscribers.
1. Authenticate your apps. Head to App connector, select Copper and Klaviyo, and authenticate as per on-screen instructions if you haven't done so already. Klaviyo Private API key can be found under Settings > Account > API Keys
2. Select the connection type. Click on Connect and choose Contact sync as the connection type
3. Set up contact sync rules. You can set up the contact sync from Copper to Klaviyo or Klaviyo to Copper.
💡 Adding contacts
Outfunnel adds contacts to the Klaviyo list and you can also choose to subscribe them. Whether they are just on the list or also subscribed, you can send marketing emails to these contacts in either case.
In case you choose to subscribe the contacts, we strongly recommend turning off double opt-in for the lists in Klaviyo as otherwise all contacts that get added to the list through Outfunnel receive a list subscription confirmation email.
Outfunnel resubscribes contacts that had unsubscribed in the past. To avoid this, simply remove the contact from the Copper segment. Suppressed contacts don't get resubscribed.
💡 Removing contacts
If a contact is deleted or removed from the Copper segment, Outfunnel removes the contact from the respective list in Klaviyo. The contact still remains in the overall contact database in Klaviyo and retains their subscription status.
💡 Things to keep in mind
Contacts do not get removed/unsubscribed from Klaviyo if you remove the contact sync rule or change the target segment.
Sync contacts from Copper to Klaviyo. Choose whether to sync all Copper contacts or only contacts you’ve defined with a Contact tag, Lead Status, or Contact Type. Learn more about Copper segmenting options. Then select the Klaviyo list you'd like to sync them to.
You can sync different Copper segments to different Klaviyo Lists (eg. separate tags for different regions or pipeline stages) or you can sync multiple Copper segments to the same Klaviyo List.
Sync leads from Klaviyo to Copper. Choose a list that you'd like to record new subscribers to Copper as leads and specify the owner.
Once the lead is created in Copper, a "Contact Created" activity is added under the lead profile. Note that currently, Outfunnel creates new contacts as Leads in Copper. If the Leads functionality is turned off, Persons are created instead.
4. Set up field mapping. Navigate to the field mapping step to select which fields or custom fields you’d like the sync to consider.
💡 If the field doesn't exist in Klaviyo yet, click on "add new property" in the field mapping flow. If an existing property with the same name exists it will be linked (Case sensitive)
💡Please note that Klaviyo phone field only accepts numbers that match the following formats: +91xxxxxxxxxx
5. Activate. Activate the connection. The first sync can take up to 5 minutes based on the number of contacts in the sync. From there, Outfunnel checks for segment changes once every 2 hours. For example, if you add or remove a contact from the target segment then it will take a maximum of 2 hours for the data to sync. Field changes for contacts that are already in sync are updated in real-time.
Set up engagement sync
If you've already set up a connection, skip to the second step.
1. Authenticate your apps. Head to App connector, select Copper and Klaviyo, and authenticate as per on-screen instructions if you haven't done so already. Klaviyo Private API key can be found under Settings > Account > API Keys
2. Select the connection type. Click on Connect and choose Engagement sync as the connection type
3. Choose the list, flow or segment. Choose the Klaviyo list, flow or segment for which you’d like to record email engagement (opens, clicks, unsubscribes, etc).
4. Define how engagement gets recorded. Then define how you’d like email activities like opens, clicks, bounces, or unsubscribes recorded in Copper – or simply use our default settings.
5. Set up field mapping. When Outfunnel syncs an engagement for a contact that does not yet exist in Copper, a new contact can be created with the defined field mapping. Navigate to the field mapping step to select which fields or custom fields you’d like the sync to consider.
6. Activate. Activate the connection and choose whether you'd like to record the last 30-day engagements or only new engagements. From there, the sync happens every 2 hours.
PS. We also offer retrospective sync on demand for an additional cost. Please refer to this article.
See what has synced
Once the connection is live, navigate to the Status tab to see how many contacts are in-sync, how many are errored (and why), and when the last sync ran.
Tips, observations, and useful definitions:
General
💡 Sync frequency. Outfunnel syncs data every 2 hours. You can force a sync when you click on the “Sync now” button of the connection in the App connector.
💡 Pre-create field values. Single and multiple option fields need to have the options pre-created in Klaviyo and Copper (case insensitive)
💡Copper API Key is required to create an Outfunnel account. Make sure your Copper plan allows you to generate API Keys.
Contact sync
💡 Outfunnel supports two ways to manage your contacts between Copper and Klaviyo
Option A. Master database of all contacts in Copper, contacts synced to Klaviyo for emailing via Outfunnel. To enable this, first collate your whole contact list (Copper + Klaviyo) into Copper and sync all contacts, or specific segments into Klaviyo with Outfunnel.
Option B. Mailing list in Klaviyo is separate from leads/contacts list in Copper. If a contact, defined by their email address, exists in both Copper and Klaviyo, we log email engagement to Copper to the right contact. .
💡 Best results with a new list. We recommend setting up a brand new Klaviyo List to ensure everything works flawlessly, but syncing data to an already existing list works as well in most cases.
💡 Single source of truth is Copper. Outfunnel currently treats Copper as the “single source of truth”, and any changes you make in Copper will be reflected in Klaviyo. This doesn’t work the other way around. If you’d like to edit the contents of a field in Klaviyo, please make the changes in Copper and let Outfunnel take care of syncing this to Klaviyo.
Engagement sync
💡 First unique URL click per email per contact is recorded. Outfunnel records the first unique URL click per email per contact. For example, if a contact clicks 2 unique URLs, 3 times each then two click activities get created in your CRM.
💡 Supported campaign types. Outfunnel comprehensively tracks and records data for Klaviyo:
Campaigns
Flows
💡 Email activity is registered on the Contact level. If someone has sent an email, or they open or click on an email, this is registered independently of the deal stage or pipeline in their Contact profile.
💡 Notifications. If you’d like to receive email notifications about people opening and/or clicking your newsletters, you’ll need to turn on Email notifications feature in Copper. (See how).
💡 All engagement is recorded as a new activity type in Copper. This applies to sends, opens, clicks, bounces, and unsubscribes. All of these types are easily filterable in Copper allowing you to create a list of people based on engagements.
Do you grow your lists with the help of web forms? See the following integrations to automate lead capture sync to Copper:
Don't see your preferred web forms listed above? Browse the upcoming connections and sign up for early access.