Outfunnel's Copper-Klaviyo integration is built for B2B companies that need their sales and marketing data in sync. Set up in 10 minutes, no code required:
Enable cross-app workflows and reduce data errors by keeping sales and marketing contacts in sync bi-directionally, and
Give context to sales by automatically recording Klaviyo email opens, clicks, and unsubscribes to your CRM
Connect Copper and Klaviyo, deeply and easily
Get started in 10 minutes. 14-day free trial. No credit card required
Why Outfunnel is the best tool to integrate Copper with Klaviyo
Since there's no native Klaviyo-Copper integration, Outfunnel is the most complete option — purpose-built for CRM-marketing sync, easier to configure than Zapier or Make, and more cost-effective as your contact list grows.
Bi-directional contact sync. Make all contacts or a subset(s) available on either platform along with your custom contact and company fields and keep them in sync going forward.
Sync engagement to your CRM. Give your sales team full context on email events, e-commerce events and custom events.
Comprehensive field mapping. Sync any default or custom field two-way or in a single direction so you always have the right information available in any app. If any data conflicts arise, you can easily select the conflict winner.
Deduplication built-in. Outfunnel creates links based on the email address and we'll automatically cross-reference contacts to prevent duplicate contact entries. If a contact already exists we'll simply link it. If it doesn't we'll create a new contact.
Near instant data sync. Outfunnel syncs most data instantly and some within 2 hours.
Monitor sync status. Clear overview of the sync health which includes actionable error messages so you can fix them as they happen.
Historical sync. Sync all of your customer data, no matter when it was created. Outfunnel syncs not only new contacts, but also existing ones.
Transparent pricing. Each contact that's part of the sync only counts once, regardless of how many updates get synced or to how many apps.
Reliable and secure data. Outfunnel uses advanced authentication methods, such as OAuth, and deploys encryption measures to make sure the data is secure in transit.
Are there alternatives for syncing Copper and Klaviyo?
Not really. Klaviyo doesn't offer a native Copper integration. Your options are Zapier or Make — both are universal connectors that are difficult to configure, hard to maintain, and get expensive fast. For each contact added, field updated, contact deleted, or engagement created you'd need a separate Zap with multiple steps, and deduplication logic on top of that.
Authenticate your apps
Head to App connector
Select Copper and Klaviyo
Authenticate as per on-screen instructions if you haven't done so already.
How to set up a 1-way or 2-way contact sync between Copper and Klaviyo
Set up the sync two-way or in a single direction, based on your specific use case.
1. Choose your apps
Head to App connector and select your apps.
2. Select the connection type
Click on Connect and choose Contact sync as the connection type.
3. Set the sync direction and database
Choose to sync data two-way or in a single direction.
4. Define contact sync rules
If you chose to sync contacts in a single direction you'll only see a single ruleset. If you chose to sync contacts two-way then you'll see two rulesets where the first set syncs contacts from CRM > Marketing tool and the second rulesets syncs contacts the other way around.
Copper contacts: Choose whether to sync all contacts or only contacts you've defined with a Contact tag, Lead Status, or Contact Type. Learn more about Copper segmenting options.
Klaviyo contacts: You can choose to sync Klaviyo lists and segments
If this is your first sync we recommend syncing a limited number of (test) contacts to get a feel for the sync.
🏁 Initial sync
Contacts are linked based on the email address. If an existing contact is not found a new contact is created. If multiple contacts are found with the same email address then the link is made with the oldest contact and no duplicates will be created.
Initial sync actions in Klaviyo.
Contact gets created in the database.
Contacts are added to the list and can be marketed to.
Contacts can also be subscribed. This can enabled under the connection settings
Before enabling 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.
When enabled, manually unsubscribed contacts are by default not resubscribed but this setting can be changed under the connection settings. Suppressed contacts never get resubscribed.
Initial sync actions in Copper.
Contact gets created in the database
🔄 Continuous sync
Contact changes. As long as the contact matches the rule any changes to its profile in the source app will be synced to the destination app.
When contact stops matching rules. When a contact stops matching the rules all updates will stop but they will not be deleted from the destination app. In Klaviyo, the contact will be removed from the list but can also be unsubscribed (please reach out to support to enable)
💡 Other 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.
Multiple email addresses on a contact. Outfunnel creates a link with the first email address on a contact profile. Other addresses on the profile will be ignored.
Merging contacts. Outfunnel supports merging contacts with the same email. After you've merged a contact you may see the contact getting unsubscribed from Klaviyo if the contact you merged to was not in sync but they will get resubscribed in the next sync given that the email address is the same.
5. Set up field mapping
First, choose the default fields and/or custom fields you'd like the sync and in which direction. Then, choose the app that will be used in case of any conflicts.
Data conflicts
Data conflicts usually happen during the initial sync when a mapped field value is different on both apps. For example, when the name is different for the same contact then Outfunnel will use the selected app as the conflict winner. Most companies use their CRM as a system of record. Reach out to support if you are having doubts or want to talk through your use case.
💡 Things to keep in mind
Email is a default field that is matched automatically and cannot be changed. This is what Outfunnel uses as the unique identifier to create a link between contacts on two apps.
Read-only fields. Some fields are read-only (ie calculated fields) and cannot be edited which means they can only be synced in one direction.
Adding new fields. 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). For Copper create a new field in Copper. Then head back to Outfunnel and click "refresh fields" to see the new field.
Single/Multiple option fields. If you are mapping single and multiple option fields please pre-create the values in the source and destination app.
Phone field. Klaviyo phone field only accepts numbers that match the following formats: +91xxxxxxxxxx
6. Activate the connection
🏁 Initial sync
After activating the connection Outfunnel will run an initial sync to merge your databases and you should see contacts appearing in the sync status page. The initial sync usually takes a few minutes but can take up to a few hours depending on the number of contacts to sync.
The status page also shows errored contacts and provides actionable feedback on how to fix this.
🔄 Continuous sync
After the initial sync completes Outfunnel starts running a continuous sync that checks for updates with the following logic:
Field changes for in-sync contacts are reflected from Copper > Klaviyo immediately. Klaviyo > Copper changes are synced every 2 hours.
New contacts/removed contacts are checked every 2 hours.
You can trigger an instant sync anytime by clicking on Sync now
How to set up syncing email and ecommerce events from Klaviyo to Copper
1. Choose your apps
Head to App connector and select your apps.
2. Select the connection type
Click on Connect and choose Engagement sync as the connection type.
3. Select how events get recorded
Choose the events you'd like to sync (ie email events, e-commerce events, custom events) and define how you'd like them to be recorded in your CRM.
🤖 You can also choose to exclude Klaviyo-identified bot opens and clicks from the sync. Please note that Klaviyo detection system may still contain false positives and false negatives. Read more.
4. Limit the sync
Choose to sync all events or limit the syncing to a specific list or segment.
5. Optional: create a contact if it doesn't exist
When Outfunnel syncs an engagement for a contact that does not yet exist in your CRM, a new contact can optionally be created with the defined field mapping. If you'd like to create a contact enable the option and map the desired fields.
6. Activate
🏁 Initial sync
After activating the connection you can choose whether you'd like to start syncing events that happen after activating the connection or also sync email data from the last 30-days. The initial sync usually takes a few minutes but can take up to a few hours depending on the number of historical email events to sync.
💡Historical sync
We also offer longer retrospective sync on demand at an additional cost. Please refer to this article.
When syncing historical engagements, Outfunnel considers the scheduled_at parameter in Klaviyo as the timestamp of capturing historical events. For example, if an email was sent 30 days ago for a contact but was scheduled 35 days ago then the last 30 day historical sync would not sync the engagement over.
🔄 Continuous sync
After the initial sync completes Outfunnel starts running a continuous sync that syncs events instantly, as they occur.
💡 Things to keep in mind
Activities in the CRM. Outfunnel creates a new activity type per event and links them to a contact, organization, and the oldest open deal allowing you to easily filter them.
Unsubscribe recording. Outfunnel only records end-user initiated unsubscribes in Copper and manual unsubscribes in Klaviyo are not recorded.
Learn more about the best ways to manage unsubscribes and bounces.
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.
Need help?
If you run into any issues or have questions about the sync, reach out to us via the chat widget — we're happy to help!
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.