
When this happens...
New Profile

Automatically do this!
Find User
Create Company
List Users
List Account
List Account Type
List Activities
List Activity Types
List Custom Fields For Leads
List Items For Leads
List Leads
List Contacts
List Applicable Custom Fields
List Notes
List lead products
List Sources
List Stages
List Pipelines
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new profile is created.
Action is the task that follows automatically within your Klaviyo integrations.
Get an existing account details
Get a existing profile details by its Phone number.
Create a new profile
Create a new list
Adds an existing profile to a list
Removes a profile from the list.

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To start, connect both your Klaviyo and Nutshell accounts to viaSocket. Once connected, you can set up a workflow where an event in Klaviyo triggers actions in Nutshell (or vice versa).
Absolutely. You can customize how Klaviyo data is recorded in Nutshell. This includes choosing which data fields go into which fields of Nutshell, setting up custom formats, and filtering out unwanted information.
The data sync between Klaviyo and Nutshell 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 Klaviyo and Nutshell. 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 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.
Learn MoreNutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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