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Salesforce Lead Sync filter

  • 22 June 2023
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We set up the integration with our Salesforce org and Klaviyo which works fine but it imports all our leads into Kalviyo. We don't want to import all our leads into Klaviyo.

Is there a way to add a filter to limit which leads are imported? We would like to only import leads that are for a specific SF record type.

 

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Best answer by David To 23 June 2023, 21:02

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Hello @alex.kovoor,

Welcome to the Klaviyo Community!

Great question! There isn’t a way to limit the scope of the sync between SalesForce and Klaviyo to limit only syncing specific leads.

Instead, I would suggest using segmentation to identify the specific leads you were and were not interested in interacting with. This way you can have one segment you can always use as an exclusion to ensure you aren’t reaching out to them. 

I hope this helps!

David

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