Let the Klaviyo-Capsule connection pick up the time and tedium of creating new contacts for each new profile in your Klaviyo account.
Klaviyo is a marketing automation platform that helps businesses manage email and SMS campaigns, capture profile data, and deliver targeted communications. It includes tools for building signup forms, segmenting audiences, and automating personalised messages.
What’s great about Klaviyo? You don’t need technical know-how to create and distribute compelling marketing messages.
What are the benefits of connecting Klaviyo and Capsule?
- Save time and reduce admin: New profiles added in Klaviyo automatically appear as contacts in Capsule CRM.
- Keep your CRM accurate: Ensure profile information is always up to date and stored in one central place.
- Improve marketing-to-sales visibility: Give your team clarity on new leads generated through Klaviyo campaigns, so follow-ups happen at the right moment.
- Focus on engagement, not data entry: Automating routine list management frees up your time to nurture leads and customer relationships.
How to use Klaviyo with Capsule
Connect Klaviyo and Capsule through Zapier to automatically add new profiles from your Klaviyo forms or campaigns into Capsule as contacts. To get started, you’ll need:
- A Capsule CRM account
- An account with Klaviyo
- A Zapier account - this Zap is available on free plans too!
Then follow this short guide for step-by-step instructions on creating your Zap.