Klaviyo Salesforce CRM integration

Forum|Forum|2 years ago
May 3, 2024
4 replies
976 views

Currently, Klaviyo syncs one metric with Salesforce CRM: Became Lead, says the documentation. Does it present a limitation? Does it mean that I can’t view a lead’s subsequent journey (e.g., converted to opportunity, became a customer) in Klaviyo? Please help!

Best answer by Brian Turcotte

Hi @Susmit!

That’s correct, at this time, lead creation (and the relevant profile information) is the only information synced from the Salesforce CRM to Klaviyo. It’s possible that you could create custom metrics using our APIs, but that would constitute a custom use case that is technically beyond the scope of Community and Support. That said, if you’re looking for more development help, you’re always welcome to reach out to our wonderful Official Klaviyo Partners!

- Brian

Brian TurcotteAnswer

Klaviyo Alum

Hi @Susmit!

That’s correct, at this time, lead creation (and the relevant profile information) is the only information synced from the Salesforce CRM to Klaviyo. It’s possible that you could create custom metrics using our APIs, but that would constitute a custom use case that is technically beyond the scope of Community and Support. That said, if you’re looking for more development help, you’re always welcome to reach out to our wonderful Official Klaviyo Partners!

- Brian

Andrus

Contributor IV

Hi @Susmit

If you’re open to using 3rd party integration partners than we at Outfunnel recently released a Klaviyo-Salesforce integration. It syncs Klaviyo email opens, clicks, unsubscribes and bounces to Salesforce contact records. (Coming soon: syncing all Salesforce contacts or specific segments to Klaviyo or vice versa ie. it’s a 2-way contact sync).

Curious - what’s the specific Klaviyo-Salesforce syncing use case you’re looking to solve?

G

GabeKressel

Contributor I

Klaviyo's native integration with Salesforce CRM primarily syncs the "Became Lead" metric, which limits visibility into a lead's progression to opportunities or customers. To track the full journey, consider using Skyvia for comprehensive data integration between Salesforce and Klaviyo.

Andrus

Contributor IV

Quick update, we at Outfunnel have improved and extended our Salesforce-Klaviyo integration. You can use it to:

Sync specific contact segments (or all contacts) to a chosen Klaviyo list or lists
Easy field mapping
Sync Klaviyo email engagement (opens, clicks, unsubscribes, etc.) and ecommerce events (viewed product, added to cart, etc) back to Salesforce
Get an easy overview of sync health and progres

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