Connect Klaviyo and Close to Build Intelligent Automations

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Klaviyo

When this happens...

Choose an Action

Close

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Profile

New Profile

Trigger when new profile is created.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

Do thisActions

Action is the task that follows automatically within your Klaviyo integrations.

Get all Accounts

Get all Accounts

Get an existing account details

Find Profile

Find Profile

Get a existing profile details by its Phone number.

Create Profile

Create Profile

Create a new profile

Create List

Create List

Create a new list

Add Profile to a List

Add Profile to a List

Adds an existing profile to a list

Remove Profile from List

Remove Profile from List

Removes a profile from the list.

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Frequently Asked Questions

How do I start an integration between Klaviyo and Close?

To start, connect both your Klaviyo and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Klaviyo triggers actions in Close (or vice versa).

Can we customize how data from Klaviyo is recorded in Close?

Absolutely. You can customize how Klaviyo data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Klaviyo and Close?

The data sync between Klaviyo and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Klaviyo to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Klaviyo and Close?

Yes, you can set conditional logic to control the flow of data between Klaviyo and Close. 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.

Klaviyo

About 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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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

Learn More