Outfunnel's Salesforce-Klaviyo sync is designed for sales and marketing workflows for companies that want to unify their business data. It lets you:
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 with a deep, easy integration
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Why Outfunnel is the best tool to integrate Salesforce with Klaviyo
Sync Salesforce leads or contacts to Klaviyo. Make all leads/contacts or a subset(s) available on the other platform along with your custom lead/contact and account fields. Keep the tools 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 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.
Are there alternatives for syncing Salesforce and Klaviyo?
A few, but each has real limitations.
Klaviyo's native Salesforce integration — Only syncs the "Became a Lead" metric from Salesforce to Klaviyo. No 2-way contact sync and no engagement recording back to your CRM.
Generic connectors (Zapier, Make, and similar tools) — Flexible and widely used, but every sync action — contact added, field updated, engagement recorded — needs its own automation with multiple steps. Costs scale quickly with contact volume and there's no built-in deduplication.
Salesforce-specific iPaaS tools (Celigo, Boomi) — More powerful integrations, but enterprise pricing and developer setup required.
Outfunnel takes care of these frustrations with a simple 10-minute no-code setup.
Authenticate your apps
Head to App connector
Select Salesforce 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 Salesforce and Klaviyo
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
Salesforce: choose the leads/contacts filter in Salesforce
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.
🔄 Continuous sync
Contact changes. As long as the contact matches the rule any changes to it's 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.
How to set up syncing email and ecommerce events from Klaviyo to Salesforce
1. Choose your apps
Head to Outfunnel > App connector, select your apps, and authenticate as per on-screen instructions if you haven't done so already.
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's 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 lead/contact if it doesn't exist
When Outfunnel syncs an engagement for a lead/contact that does not yet exist in Salesforce, a new lead can optionally 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. You can turn off creating leads/contacts from email engagements on the same page.
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.
You can trigger an instant sync anytime by clicking on Sync now.
💡 Things to keep in mind
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.