We’re a B2B e-commerce, and we also sell through our sales team via sales orders using Netsuite. We’re considering having Klaviyo as our main marketing platform but for this we’d need to make sure we’re able to sync a good amount of custom fields into Klaviyo via our new CRM (either Salesforce or Zoho, not decided yet). Both platforms seem to only sync default lead fields though.
Has anyone synced custom fields via SFDC or Zoho? Which 3rd party did you use? And can you create segments/reports with these custom fields?
Best answer by DovView original