Connect Klaviyo and upilot to Build Intelligent Automations

Choose a Trigger

Klaviyo

When this happens...

Choose an Action

upilot

Automatically do this!

Enable Integrations or automations with these events of Klaviyo and upilot

Enable Integrations or automations with these events of Klaviyo and upilot

Triggers

New Profile

New Profile

Trigger when new profile is created.

Request a new Trigger for Klaviyo

Actions

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 upilot?

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

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

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

How often does the data sync between Klaviyo and upilot?

The data sync between Klaviyo and upilot 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 upilot?

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 upilot?

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

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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