When connecting Salesforce to Klaviyo you have two options:
Use a Zapier connection which is universal but difficult to configure, maintain and can get expensive rather quickly. For each lead/contact added, field updated, lead/contact deleted or engagement created you'd need to set up an individual zap with multiple steps to ensure no duplicates are created and the information is synced with the right lead/contacts.
Use another 3rd party app to sync data which may be more expensive, only sync contacts one way or not sync engagement events.
Outfunnel's Salesforce-Klaviyo sync is designed for B2B companies who want 2 key things from a sales-marketing integration:
Keep sales and marketing leads/contacts in sync and
Automatically record marketing engagement in Salesforce for the salespeople to see.
With just a 10-minute, no-code setup your marketing can use the lead/contact lists defined in Salesforce for their campaigns and give sales full visibility into leads' engagement, so they can sell smarter.
Connect Salesforce and Klaviyo, deeply and easily
Get started in 10 minutes. 14-day free trial. No credit card required.
How it works
(Coming soon) Bi-directional lead/contact sync. Make all leads/contacts or a subset(s) available on either platform along with your custom lead/contact and account 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.
(Coming soon) 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 leads/contacts to prevent duplicate entries. If a lead/contact already exists we'll simply link it. If it doesn't we'll create a new record.
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 leads/contacts but also existing ones.
Transparent pricing. Each lead/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.
Authenticate your apps
Head to App connector
Select Salesforce and Klaviyo
Authenticate as per on-screen instructions if you haven't done so already.
Set up lead/contact sync
Coming in Q1 2025.
Set up engagement sync
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.
💡We also offer longer retrospective sync on demand at an additional cost. Please refer to this article.
🔄 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
Unsubscribe recording. When a contact is unsubscribed but they match the contact sync rules in Salesforce that is targeted by a lead/contact sync, then Outfunnel will resubscribe them in Klaviyo (if subscribing is enabled).
First unique URL click per email per lead/contact is recorded. Outfunnel records the first unique URL click per email per lead/contact. For example, if a lead/contact clicks 2 unique URLs, 3 times each then two click activities get created in your CRM.
Activities in the CRM. Email activities are linked to a lead/contact, account, and the oldest open opportunity.
Do you use web forms to collect leads to your lists? See the following integrations to automate lead capture sync to Salesforce:
Don't see your preferred web forms listed above? Browse the upcoming connections and sign up for early access.