Connect Espo CRM and Klaviyo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Get all Accounts
Find Profile
Create Profile
Create List
Add Profile to a List
Remove Profile from List
Update a Profile
Subscribe Profile
Send Campaign
Get catalog categories
List Catalog Items
Ready to use Espo CRM and Klaviyo automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
New Profile
Trigger when new profile is created.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Get all Accounts
Get an existing account details
Find Profile
Get a existing profile details by its Phone number.
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Frequently Asked Questions
To start, connect both your Espo CRM and Klaviyo accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Klaviyo (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Klaviyo. This includes choosing which data fields go into which fields of Klaviyo, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Klaviyo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Espo CRM and Klaviyo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn MoreAbout Klaviyo
Klaviyo is a powerful email and SMS marketing automation platform designed to help businesses grow by leveraging data-driven marketing strategies. It enables users to create personalized and targeted campaigns, track customer behavior, and analyze performance metrics to optimize marketing efforts.
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