Hello anyone ever try to send emails to a CRM?
If i have a popup, how can i send the details to my CRM?
My CRM is Bigin by Zoho.
But any CRM have the same problem.
Zapier (Or similar) don’t have triguers of new subscriber
Best answer by retentionView original
I am a Success Engineer at Klaviyo. An integration with Zoho exists. The integration currently can sync Leads from Zoho to Klaviyo.
Have you tried integrating using the instructions here?
How can you connect with a CRM that doesn’t have native integration?
The Klaviyo API don’t have triggers?
How can I take out my contacts for the sales team?
Thanks for the help.
Could you elaborate on what you mean by triggers?
If I have a Zapier connection I can pass the native integration. But Klaviyo only have 1 trigger “New event” .
I’m working with 3 clients B2B (Not ecom), they have a worpress website.
If i want to use the klaviyo forms or popups i can’t send that info to the sales team.
Klaviyo (Popup) > X
My only option is to do this with zapier:
Wordpress > Klaviyo > CRM
But i will lose all the capability of klaviyo!
This make no sense. How B2B business will monetize with Klaviyo?
They convert through sales team.
Look to Mailchimp and ActiveCampagin :
You mention WordPress, there exists a native integration described here and leverages Klaviyo Forms too.
Let me know if you have any other questions.
Then map the appropriate fields (e.g. email address, etc) to whatever CRM/Tool that integrates with Zapier.
Hope this helps!