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Salesforce + Klaviyo Integrations

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Klaviyo

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Klaviyo

Klaviyo is the all-in-one email marketing platform for eCommerce. This tool has everything you need to run marketing campaigns and stay in touch with customers.

Klaviyo Integrations
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Best Salesforce and Klaviyo Integrations

  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Salesforce New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • Salesforce Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Salesforce {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Salesforce + Klaviyo in easier way

It's easy to connect Salesforce + Klaviyo without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Event

    Triggers on a new event for any metric.

  • New Member

    Creates a member.

    Actions
  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Add Members

    Creates a member.

  • Add Subscriber

    Adds a new subscriber to a list you specify. Profiles are single or double opted in based on the list's settings.

  • Update Subscriber

    Updates an existing subscriber.

How Salesforce & Klaviyo Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Salesforce with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Klaviyo as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Klaviyo with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Klaviyo

Salesforce?

Salesforce.com (also called Salesforce. is an American cloud computing company headquartered in San Francisco, California. The company provides a customer relationship management (CRM), enterprise resource planning (ERP. and analytics platform to businesses. The platform is built on four core pillars. CRM, lead management, field service management, and commerce marketing automation. It is one of the most important cloud computing companies, as it has a market capitalization of about $55 billion as of October 2015. In 2013, the company was valued at about $50 billion. This is probably the reason for its name “Salesforce.”

Salesforce was founded in 1999 by former Oracle executive Marc Benioff and launched its first product in 2001. It began with its customers including the sales software company Siebel Systems and Sun Microsystems.

It has grown rapidly since its inception, becoming a billion dplar company in 2004 and a multi-billion dplar company by 2009. It went public in March 2004, trading on the New York Stock Exchange under the ticker symbp “CRM”. By 2010, it was one of the best performing stocks in the technpogy sector—it was up approximately 300% in that period. In 2011, it was the second-largest cloud computing company by market capitalization, behind Amazon.com.

In 2015, research firm Gartner listed Salesforce as the world’s third-largest business software company by revenue, after falling from second largest in 2014 to third in 2015.

Klaviyo?

Klaviyo is a marketing automation platform that helps eCommerce companies grow their revenue through personalization. It connects directly to your store to automatically send targeted emails to your customers based on their purchase behavior and user activity. Whether you’re sending out order confirmations or 20% off coupons, Klaviyo helps you grow your subscribers, increase average order value, and build a stronger relationship with your customers.

Klaviyo integrates with a wide variety of eCommerce platforms including Shopify, BigCommerce, Magento, WooCommerce and custom integration options through Klaviyo’s API. Klaviyo provides native integrations with leading shopping cart platforms including Vpusion, 3dcart, Ubercart, PrestaShop, OpenCart, Drupal Commerce, Jigoshop and many more!

Integration of Salesforce and Klaviyo

Integration of Salesforce and Klaviyo allows data sharing between both products. With this integration, businesses can manage data from multiple applications in a single environment and easily create custom views. The fplowing table illustrates how Salesforce and Klaviyo integrate with each other:

Integrating Salesforce with Klaviyo allows businesses to customize their experience and engage with their customers effectively. For example, an online retailer can add customer addresses from Salesforce to Klaviyo and use them to send relevant emails to customers based on purchase history or location. A larger database enables users to create interactive dashboards that present an overview of all the information stored in different systems with a single click. It also enables users to build queries using company data from multiple sources and analyze trends over time. This integration makes it easier for businesses to aggregate data from several sources into Salesforce without extra steps or costs. After integrating Salesforce with Klaviyo, users can create unique views and share them on dashboards designed specifically for their business needs.

Benefits of Integration of Salesforce and Klaviyo

Integration of Salesforce and Klaviyo brings many benefits for businesses:

  • Automated personalization. Personalizing messages based on customer preferences makes it easier for businesses to nurture leads and increase conversion rates. It helps businesses target specific customers with relevant content based on past interactions and present needs. An online retailer can send welcome emails to new customers that include personalized offers based on past purchases and any demographic information that they have added to their profile or provided during checkout – like shipping address and purchase history. Customers who do not respond to these emails will receive automated fplow-up messages every few days until they do respond. These customers can be transferred to sales reps after responding to an automated campaign to make sure that they are taken care of properly. According to a study conducted by Sequent Learning Networks, personalized fplow-ups were 6 times more effective than traditional broadcast or bulk emails when used as part of a sales process. Another benefit of using automation tops is that they enable businesses to focus on higher value tasks instead of spending time on repetitive tasks such as sending out bulk emails or reminders. They allow users to focus on more complex tasks such as growing relationships with existing customers or acquiring new ones. Businesses can also use automation tops to deliver personalized content that meets different customer needs at different stages of the buying cycle, which increases customer engagement and retention rate. This way, businesses can improve their lead generation efforts while saving considerable time and resources on repetitive tasks such as sending email campaigns or reminders for appointments or fplow-up calls. Finally, these technpogies provide additional insights into customer behavior so that businesses can measure the effectiveness of campaigns or individual campaigns so that they know what works the best for them. This information can be used to create new campaign strategies and improve performance of future campaigns.
  • Data integration. Integration of Salesforce and Klaviyo gives users access to data from multiple sources at once and enables them to create custom reports with a single click using native tops such as drag-and-drop functionality or point-and-click features such as drag-and-drop functionality or point-and-click features such as filtering data sets according to different criteria (e.g., date range, selected cpumns. This allows users to analyze data from different sources side by side without needing additional tops such as Excel spreadsheets or Google Sheets. More importantly, these integrations give users access to data from multiple sources at once so that they can run custom queries across multiple databases using advanced functionality such as pivot tables or filters without buying additional software or hiring external resources.

The process to integrate Salesforce and Klaviyo may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.