Klaviyo is an AI-based B2C CRM that offers email marketing, service and analytics in one solution. With the help of Zapier, you can add new Klaviyo Profiles as Capsule Contacts.
Getting Started: What You’ll Need
To use this automation, you will need:
- A Klaviyo account: An active subscription to Klaviyo
- A Capsule CRM account: An active Capsule CRM account
- A Zapier account: A Zapier account
How to set up the Klaviyo to Capsule Zap
This zap will help you automate the process of adding a new Contact to Capsule each time there is a new Profile in Klaviyo.
We have created a template to make the process as simple as possible. Click on the Zapier link below to load the Klaviyo Template:
It’s always a good idea to give your Zap a name, that way it’s easier to reference and find at a later stage. You’re able to update the name from the top of the Zap configuration page.
Zap Trigger: New Profile
- The first step is to define the trigger, which will be when there is a new Profile in Klaviyo. You should be directed to this step in the template - but if not, click on the tile for New Profile
- In the Account field on the same page, choose Sign In to link Zapier to Klaviyo. You will be asked to give Zapier specific permissions, choose Allow to complete the connection
3. When directed back to Zapier, choose Continue
4. At this point, you will be asked to Test your Trigger. Use the Test Trigger button to complete the check - here you will be able to see examples of your new Profiles in Klaviyo.
Select one of the examples, then choose Continue with selected record
You’ll need to ensure that you have at least one historical Profile in your Klaviyo account. If not, please go back and add dummy data for the purpose of creating this Zap.
Zap Action: Find Capsule Contact
1. Now we can check if the Contact already exists in Capsule, and if not, then create it. If you're not redirected automatically, click on the tile for Find Contact
2. In the Account field, choose your Capsule account. If you’ve set up a Zap for Capsule earlier, you’ll be shown an existing account. Or follow the instructions to link your account and click Continue
3. On the Configure tab, make sure the box is checked to “Create Capsule CRM Contact if it doesn’t exist yet?”
5. Fill in the details for the Contact that will be created if it doesn’t exist in Capsule. The email address should already be populated for you.
This step is important because here you’re mapping the relevant fields from Klaviyo to the correct Fields within Capsule. The First Name is a required field, and any Custom Fields will need to be set up in Capsule before integrating with Klaviyo.
6. Optional Step - A tag can also be added to any newly created Contacts, so Contacts newly added from Klaviyo can easily be identified and filtered within Capsule. This is also handy if you have new Contacts being created from other sources too, to see which tool it was created from.
You can see below that we have created a tag within Capsule called Klaviyo. This tag will be added to all Contacts that are added to our Capsule by this Zap.
Once you’re happy with the configuration, click on the Continue button
7. At this point, you will be asked to test your step. Use the Test Step button to complete the check. If the Contact isn’t already in Capsule, this will create it for you. Below you will find a screenshot of how this would reflect a new Contact added to Capsule:
8. If it all looks correct, click the Publish button to save your changes and push your Zap live.
This activates the integration, and from this point onward, any new Profile in Klaviyo will automatically be added to Capsule if they don’t already exist.
Regularly monitor the Zap's performance in your Zapier dashboard to ensure it is working as expected. Make any necessary adjustments based on your workflow needs.
Benefits of this Integration
- Time Efficiency: Automates the transfer of Contact information from new contacts in Klaviyo, saving time on manual data entry.
- Accuracy: Reduces the risk of data entry errors, ensuring that Contact details are accurately captured.
- Productivity: Streamlines the process of updating Capsule CRM, allowing you to focus on more critical tasks such as customer engagement and follow-up.
- Seamless Workflow: Maintains an up-to-date and organised Contact database, enhancing your CRM's efficiency and effectiveness.