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Salesforce Integration with specific Objects

  • December 20, 2021
  • 1 reply
  • 427 views

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I need help integrating Klaviyo with Salesforce.

I want to connect to a specific object in Salesforce CRM. My goal is to trigger flows according to stages in the pipeline within this Object. 

Any suggestions?? 

 

Thanks!

Best answer by David To

Hello @Benjamin M. L.,

Great question!

To sync other objects as part of the Salesforce integration, I would suggest reaching out to our Support team. As mentioned in our How to Integrate with Salesforce CRM Help Center article:

Keep in mind that only one Salesforce object can be synced via this integration. If you would like to sync the Contact object or another object instead of the Lead object, contact our Success Team with the name of the object you’d like to sync and the fields you’d like included as profile properties.

I hope this helps!

David

1 reply

David To
Klaviyo Employee
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  • Klaviyo Employee
  • Answer
  • December 21, 2021

Hello @Benjamin M. L.,

Great question!

To sync other objects as part of the Salesforce integration, I would suggest reaching out to our Support team. As mentioned in our How to Integrate with Salesforce CRM Help Center article:

Keep in mind that only one Salesforce object can be synced via this integration. If you would like to sync the Contact object or another object instead of the Lead object, contact our Success Team with the name of the object you’d like to sync and the fields you’d like included as profile properties.

I hope this helps!

David