How to Connect Klaviyo to Salesforce

Published: June 27, 2024 - 9 min read

Julian Alvarado

Connecting your Klaviyo marketing platform to your Salesforce CRM can supercharge your ability to manage customer data and streamline operations. By integrating these two powerful tools, you can sync marketing and sales data, gain deeper customer insights, and automate key processes.

In this guide, we’ll dive into the benefits of connecting Klaviyo to Salesforce and walk through three methods to make it happen—using Coefficient, Zapier, and Integromat. Whether you’re a marketer, sales rep, or operations manager, you’ll learn how to set up this game-changing integration in no time.

Advantages of Connecting Klaviyo to Salesforce

Integrating Klaviyo and Salesforce unlocks a host of benefits that can transform your marketing, sales, and operations:

  • Predictive Customer Lifetime Value (CLV) Modeling: By merging Klaviyo’s email engagement metrics with Salesforce’s purchase history data, you can build a sophisticated CLV prediction model. This allows you to identify high-value customers early in their lifecycle, enabling proactive nurturing and personalized retention strategies to maximize long-term revenue.
  • Automated Churn Prevention Workflows: Leverage the integration to create an early warning system for at-risk customers. For example, when Klaviyo detects a drop in email engagement combined with Salesforce data showing a decline in purchase frequency, it can trigger a personalized re-engagement campaign or alert the account manager for timely intervention.
  • Advanced Segmentation for Hyper-Personalization: Combine Klaviyo’s behavioral data (email opens, clicks, product views) with Salesforce’s customer profile information to create highly targeted segments. This enables you to craft ultra-personalized email campaigns and sales approaches, tailoring product recommendations, content, and offers to each customer’s specific interests and purchase history, significantly improving conversion rates and customer satisfaction.

Connecting Klaviyo and Salesforce: 3 Methods

Now that you know the “why”, let’s get into the “how”. Here are three ways to connect Klaviyo to Salesforce, with options for every team size, technical skill level, and use case:

Connecting Klaviyo and Salesforce: 3 Methods

SolutionBest For
CoefficientMarketing analysts in SMBs who frequently work with spreadsheets and need to combine Klaviyo data with other metrics before pushing to Salesforce. Ideal for teams that require flexible data manipulation without coding skills. May not be suitable for real-time integrations or handling very large data volumes needed by enterprise-level companies.
ZapierGrowing e-commerce businesses with diverse software ecosystems beyond just Klaviyo and Salesforce. Best for marketing operations teams that need to create multi-step workflows involving additional apps (e.g., updating inventory systems or triggering SMS notifications based on specific Klaviyo-Salesforce data combinations). While user-friendly, it may become costly for high-volume, complex integrations.
IntegromatTech-savvy marketing teams or organizations with complex data integration requirements. Optimal for businesses that need advanced data transformations, error handling, and conditional logic in their Klaviyo-Salesforce integration. While more powerful than Zapier, it has a steeper learning curve and may require some technical expertise to fully utilize.

How to Connect Klaviyo to Salesforce: Step-by-Step Tutorial

Method 1: Coefficient – No-Code, User-Friendly

Coefficient is an intuitive no-code tool that connects your spreadsheets to your business apps,

Coefficient is an intuitive no-code tool that connects your spreadsheets to your business apps, making it easy to import data from Klaviyo and export it to Salesforce. It’s perfect for users who want to sync data without dealing with complex setup or APIs.

Pros

  • Easiest setup with guided workflow
  • Syncs data automatically on your schedule
  • Familiar spreadsheet interface for managing data

Cons

  • Doesn’t support real-time syncing
  • Some field mapping limitations

Follow these steps to connect Klaviyo to Salesforce using Coefficient:

Step 1: Install the Coefficient

For Google Sheets

Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.

Configuring the fields you want to include in the import, such as the campaign name, creation date, status, and audience.

In the Google Workspace Marketplace, search for “Coefficient.”

Typing “Coefficient” in the search bar of the Google Workspace Marketplace.

Follow the prompts to grant necessary permissions.

Providing necessary permissions for Coefficient in Google Sheets.

Launch Coefficient from Extensions > Coefficient > Launch.

Launching Coefficient from Extensions > Coefficient > Launch in Google Sheets.

Coefficient will open on the right-hand side of your spreadsheet.

Coefficient appearing on the right-hand side of the Google Sheets.

For Microsoft Excel

Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Opening Excel from the desktop or Office Online and selecting ‘File’ > ‘Get Add-ins.’

Type “Coefficient” in the search bar and click ‘Add.’

Choosing ‘More Add-Ins’ from the ‘Get Add-ins’ menu in Excel.

Follow the prompts in the pop-up to complete the installation.

Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

Searching for “Coefficient” in the search bar and clicking ‘Add’ in the Excel add-ins menu.

Step 2: Import Data from Klaviyo

With Coefficient installed, you’re now ready to import your Klaviyo data into Excel. Let’s walk through the process step by step:

In the Coefficient sidebar, click on “Add a Data Source.” Select “Klaviyo” from the list of available data sources.

Selecting “Klaviyo” from the list of available data sources in Coefficient.

Follow the prompts to continue.

Select either “Email Campaigns” or “SMS Campaigns” from the available options.

Selecting either “Email Campaigns” or “SMS Campaigns” from the available options.

Configure the fields you want to include in the import, such as the campaign name, creation date, status, and audience.

 Configuring the fields you want to include in the import, such as the campaign name, creation date, status, and audience.

Click “Import” to fetch the selected campaign data into your Google Sheets spreadsheet.

Clicking “Import” to fetch the selected campaign data into your Google Sheets spreadsheet.

Step 3. Export Data from Your Spreadsheet to Salesforce

Before starting, make sure you’ve connected to Salesforce.

https://www.youtube.com/watch?v=B5qUY5zs-vc 

Then, navigate to Coefficient’s menu. Click “Export to…”

Clicking “Export to…” in the Coefficient menu.

Choose Salesforce from the list of available data sources.

Choosing Salesforce from the list of available data sources.

Select the tab and header rows in your spreadsheet that contain the data you want to export.

Define your tab and header row.

Defining your tab and header row for the export to Salesforce.

Note: Coefficient will automatically map the fields for you if the data in the sheet came from an import from Salesforce using Coefficient.

Next, select the Salesforce Object you want to export data to, e.g., “Opportunity”, “Contacts”, etc.

Selecting the Salesforce Object you want to export data to, e.g., “Opportunity”, “Contacts”, etc.

Then, select the type of action you want to perform—Update, Insert, Upsert, or Delete.

Map the fields from your spreadsheet to the corresponding Salesforce fields.

Mapping the fields from your spreadsheet to the corresponding Salesforce fields.

Note: If you imported data from Salesforce into your spreadsheet previously, Coefficient will auto-detect and map these fields.

(Optional) Specify additional settings such as batch size, whether to export empty cells on an update, and the column for results.

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Specifying additional settings such as batch size, whether to export empty cells on an update, and the column for results.

Note: Batch size is capped at 10,000 rows due to Salesforce API limitations.

Confirm your settings and click “Export”.

Confirming your settings and clicking “Export” to proceed.

Then, highlight the rows you want to update or export. You can choose to export all rows or specific rows.

Choosing to export all rows or specific rows in your spreadsheet.

After you’re finished, review your settings and click “Export.”

Follow the prompts to confirm your changes.

Following the prompts to confirm your changes and push data to Salesforce.

In a few seconds, data from your spreadsheet will push to Salesforce.

Data from your spreadsheet pushing to Salesforce in a few seconds.

Your spreadsheet will display updated records, along with their export status and the date/time stamp of the update.

Method 2: Zapier – Codeless Automations

Zapier is a popular online automation tool that lets you create custom workflows called “Zaps” that connect Klaviyo and Salesforce.

Zapier is a popular online automation tool that lets you create custom workflows called “Zaps” that connect Klaviyo and Salesforce. With a variety of triggers and actions, you can automate many common use cases without writing any code.

Pros

  • Many pre-built Zap templates for common use cases
  • Can combine multiple steps and apps in one Zap
  • Supports data formatting and custom logic

Cons

  • Free plan limited to basic Zaps; premium needed for full features
  • Zaps can get complex to build and manage over time

Follow these steps to connect Klaviyo to Salesforce using Zapier:

Step 1: Log into Your a Zapier Account

Step 2: Make a New Zap

  • Click “+ Create” > “New Zap” to begin creating a new automation.
Clicking “+ Create” > “New Zap” to begin creating a new automation in Zapier.
  • Name your Zap and select Klaviyo as the trigger app
Naming your Zap and selecting Klaviyo as the trigger app in Zapier.
  • Choose your Klaviyo trigger event, e.g. “New Event”
Choosing your Klaviyo trigger event, e.g., “New Event” in Zapier.
  • Click “Continue” and sign into your Klaviyo account
Clicking “Continue” and signing into your Klaviyo account in Zapier.
  • Set up your Klaviyo trigger options and test it

Step 3: Set Up Your Salesforce Action

  • Select Salesforce as your Zap’s action app
Selecting Salesforce as your Zap’s action app in Zapier.
  • Choose your Salesforce action event, e.g. “Create Record”
Choosing your Salesforce action event, e.g., “Create Record” in Zapier.
  • Click “Continue” and sign into your Salesforce account
Clicking “Continue” and signing into your Salesforce account in Zapier.
  • Set up your Salesforce action, mapping Klaviyo fields to Salesforce
  • Test your Salesforce action and review the results

Step 4: Customize and Activate

  • Add any additional steps to your Zap, like filters, delays, or multiple actions
  • Give your Zap a name and description
  • Turn your Zap on so it will run automatically
  • Monitor your Zap’s activity and results in your Zapier dashboard

Method 3: Integromat (Make)

Integromat offers a robust low-code platform.

For organizations with more complex data syncing and transformation needs, Integromat offers a robust low-code platform. Beyond basic triggers and actions, it supports multi-step scenarios, data filtering and mapping, error handling, and API integration.

Pros

  • Can handle high-volume data and enterprise workloads
  • Allows data flows between many steps and apps
  • Granular field mapping and data transformation options

Cons

  • Higher learning curve than simpler tools
  • Requires planning to design and optimize scenarios

Follow these steps to connect Klaviyo to Salesforce using Integromat:

Step 1: Create an Integromat Account

  • Go to integromat.com and click “Sign Up Free”
  • Enter your email, name, and password
  • Respond to the account setup prompts
  • You’ll land in the Integromat dashboard

Step 2: Create a New Scenario

  • Click “Create a new scenario” in the dashboard
  • Name your scenario and select Klaviyo as the trigger app
  • Choose your Klaviyo trigger, e.g. “Watch Subscribed”
  • Authorize Integromat to access your Klaviyo account
  • Set your trigger options, like list ID and polling interval

Step 3: Add Your Salesforce Action

  • Click the plus icon to add a new module after your trigger
  • Select the Salesforce app and choose your action (e.g. Create a Record)
  • Connect your Salesforce account to Integromat
  • Configure your action settings, like the Salesforce object and mapped fields
  • Click “OK” to save your Salesforce action module

Step 4: Customize and Run

  • Add any additional modules for data filtering, mapping, or multiple steps
  • Click the gear icon to configure error handling and scheduling
  • Run a test of your scenario and check the results
  • Turn on scheduling so your scenario will run automatically
  • Monitor your scenario’s activity and results in the dashboard

Connect Klayviyo to Salesforce: No Code Required

Integrating Klaviyo and Salesforce supercharges your marketing and sales operations. By leveraging connected data and automations, you can streamline processes, surface smarter insights, and drive more efficient growth.

The three methods we covered—Coefficient, Zapier, and Integromat—make it easy to build this integration. Coefficient is perfect for spreadsheet lovers who want simple, codeless data syncing. Zapier allows custom multi-step workflows without code. And Integromat can handle the most advanced data routing and transformation cases.

Whichever tool you choose, you’ll be well on your way to unleashing the power of Klaviyo and Salesforce. To get started, we recommend trying Coefficient for free. Get started with Coefficient here and see how easy it is to connect your data and automate your work.

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Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
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