Klaviyo integration

Feature snapshot

Summary:
The Klaviyo integration connects your LeadConduit flow with your Klaviyo account in real time, enabling you to create, update, or retrieve customer profiles and manage subscription lists, thereby streamlining your marketing automation.

Key benefits:

• Centralizes customer data by automatically creating or updating profiles in Klaviyo.
• Streamlines marketing and subscription management directly from your flow.
• Enhances segmentation and targeting by enabling real‑time profile searches within Klaviyo segments.
• Reduces manual data entry and minimizes errors with auto‑mapping of standard fields.

Typical use cases:

• Creating new customer profiles when a lead is received.
• Updating existing profiles with the latest information.
• Subscribing profiles to email and SMS marketing lists after capturing consent.
• Searching for profiles within specific segments in Klaviyo for targeted communications.

How the Klaviyo integration works

Step‑by‑step instructions

1. Edit your flow:
   Open your LeadConduit flow and click “Edit Flow”.

2. Add an integration step:
   Click the “Add to Flow > Integration” option. In the integration search box, type “Klaviyo” and select the Klaviyo integration from the list.

   

3. Name your Recipient:
   Assign a name to your new Klaviyo Recipient and add a description if needed.

   

4. Enter your Klaviyo API key:
   When prompted, input your Klaviyo API key. This key authenticates your connection to Klaviyo.

   

5. Choose your Klaviyo action:
   Select the appropriate action based on your use case. Options include:

   • Create a profile: Creates a new profile in your Klaviyo account

     

   • Update a profile: Updates a profile that already exists in your Klaviyo account

     To complete the update action, Klaviyo requires you to select an identifier so that the correct profile gets updated:

     

     If you select Phone Number or Email Address as the identifier, several profiles could have the same phone or email; for that reason, in case this happens, you’ll need to specify which of the profiles to update:

     

     If you select Klaviyo ID or External ID, you’ll need to map your LeadConduit Field that contains that information:

     

   • Add a profile to a list: Adds a profile to a specific list in your Klaviyo account

     Klaviyo requires you to select an identifier so that the correct profile gets added to the list:

     

     If you select Phone Number or Email Address as the identifier, several profiles could have the same phone or email; for that reason, in case this happens, you’ll need to specify which profile to add to the list:

     

     If you select Klaviyo ID or External ID, you’ll need to map your LeadConduit Field that contains that information:

     

     After you’ve finished those configuration stages, you’ll be asked to select the list to which you would like to add the profile:

     

   • Subscribe a profile to a list: Subscribes an already existing profile to email marketing, SMS marketing, or both

     Klaviyo requires you to select an identifier so that the correct profile gets subscribed to the list:

     

     If you select Phone Number or Email Address as the identifier, several profiles could have the same phone or email; for that reason, in case this happens, you’ll need to specify which profile to subscribe to the list:

     

     If you select Klaviyo ID or External ID, you’ll need to map your LeadConduit Field that contains that information:

     

     Next, you’ll be asked to select the list to which you would like to subscribe the profile:

     

     After you’ve finished those configuration stages, you’ll be asked to specify if you would like to subscribe the profile to email marketing, SMS marketing, or both:

     

   • Find a profile within a segment: Checks if a profile is within a specific segment in your Klaviyo account

     Klaviyo requires you to select an identifier to be used for the profile search operation:

     

     Then, you’ll need to specify which profile to select in case more than one is found with the same identifier you have previously selected:

     

     After you’ve finished those configuration stages, you’ll be asked to select the segment in which you would like to search for the profile:

     

     Next, you can specify if you would like to filter leads moving through your flow based on the possible outcomes of the search operation:

     

   • Get a profile: Identifies if a profile exists in your Klaviyo account

     Klaviyo requires you to select an identifier to be used for the profile search operation:

     

     If you select Phone Number or Email Address as the identifier, several profiles could have the same phone or email; for that reason, in case this happens, you’ll need to specify which profile to get:

     

     If you select Klaviyo ID or External ID, you’ll need to map your LeadConduit Field that contains that information:

     

     Next, you can specify if you would like to filter leads moving through your flow based on the possible outcomes of the search operation:

     

6. Confirm and add the step:
   Finally, click “Confirm” (or “Finish”).

   

7. Configure Field Mappings:
   After verifying all settings, add manual mappings if you need to transmit any custom lead data, then save your flow.

   

Validation & monitoring (optional)

• Test the setup:
  Submit a test lead using unique identifiers (e.g., a test email address) to verify the selected action (create, update, subscribe, etc.) is successfully executed in your Klaviyo account.

• Where to monitor?:
  Review the LeadConduit Events tab for integration status and confirm updated profiles in your Klaviyo dashboard.

Best practices

• Select a unique identifier:
  Use specific fields like Klaviyo ID or External ID to prevent duplicate profiles and ensure accurate matching.

• Secure your API key:
  Keep your Klaviyo API key confidential, and update it periodically in accordance with your organization’s security policies.

• Test each action independently:
  Validate each integration action (creation, update, subscription, etc.) individually before deploying your flow to production for optimal performance.

Troubleshooting

Frequently Asked Questions (FAQ)

What is the difference between “Add a profile to a list” and “Subscribe a profile to a list”?

Subscribing a profile gives consent to receive email and/or SMS marketing, while adding a profile to a list keeps their subscription status unchanged.

What is the difference between “Find a profile within a segment” and “Get a profile”?

“Get a profile” will search for the profile globally within you Klaviyo account, while “Find a profile within a segment” will only search for the profile in the segment you have specified.

Do I need to manually map all fields for the integration?

No. Many standard fields are automatically mapped by the integration. You only need to manually configure field mappings for any custom fields or if your data requirements deviate from the defaults.

The following fields will be automatically mapped by the integration. If needed, you can override them from the Field Mappings configuration in your step.

Can I map my Klaviyo custom fields?

Yes. You can map any custom fields you might have in your Klaviyo account with the Klaviyo Custom option from your Klaviyo step field mappings:

How can I avoid creating duplicate profiles in Klaviyo?

Utilize a unique identifier—preferably Klaviyo ID or External ID—in your field mappings to ensure that existing profiles are correctly updated rather than creating duplicates.

How to get and manage your Klaviyo API key?

A private API key is required to read and write data to your Klaviyo account; check the following Klaviyo documentation to learn how to find or create your private API key: https://developers.klaviyo.com/en/docs/retrieve_api_credentials#private-key

Glossary

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