How to connect Klaviyo to Salesforce

Connecting Klaviyo to Salesforce allows you to synchronize data between the two platforms, enhancing your email marketing efforts with rich customer data. Here’s a step-by-step guide to set up the integration:

Step 1: Prepare Salesforce for Integration

Create a Salesforce API User:

Log in to your Salesforce account.
Go to “Setup” by clicking the gear icon in the top-right corner.
In the Quick Find box, type “Users” and select “Users”.
Click “New User” and create a new user specifically for the API integration. Make sure this user has the necessary permissions (API Enabled, View All Data, etc.).

Generate Salesforce Security Token:

Go to “Setup”.
In the Quick Find box, type “My Personal Information” and select “Reset My Security Token”.
Click “Reset Security Token” to receive a new token via email.

Step 2: Connect Klaviyo to Salesforce

Log in to Klaviyo:

Access your Klaviyo account at Klaviyo.

Navigate to Integrations:

Click on your account name in the bottom left corner.
Select “Integrations” from the dropdown menu.

Find Salesforce Integration:

In the Integrations tab, search for “Salesforce”.
Click on the Salesforce integration card.

Set Up the Integration:

Click “Connect to Salesforce”.
Enter your Salesforce credentials, including the username, password, and the security token you generated earlier.
Follow the prompts to authorize the integration.

Step 3: Configure Data Sync

Select Data to Sync:

Choose which data you want to sync between Salesforce and Klaviyo. Common options include contacts, leads, and opportunities.
Specify the fields you want to sync, such as email addresses, names, and custom fields.

Set Sync Frequency:

Determine how frequently you want the data to sync. Options typically include real-time sync, hourly, or daily.

Map Fields:

Map the fields in Salesforce to the corresponding fields in Klaviyo. This ensures that data is correctly transferred and stored in the appropriate locations.

Step 4: Test the Integration

Perform a Test Sync:

Initiate a test sync to ensure that the data is correctly flowing between Salesforce and Klaviyo.
Check for any errors or discrepancies in the synced data.

Verify Data in Klaviyo:

Log in to Klaviyo and navigate to the Lists & Segments section.
Verify that the data from Salesforce has been correctly imported and is available for use in your email campaigns and automations.

Step 5: Utilize Synced Data in Klaviyo

Create Segments:

Use the synced data to create segments in Klaviyo. For example, you can create segments based on Salesforce lead status, opportunity stage, or custom fields.

Set Up Automated Flows:

Create automated email flows in Klaviyo that are triggered by changes in Salesforce data. For instance, you can set up a flow to send a welcome email when a new contact is added in Salesforce.

Personalize Emails:

Leverage the rich customer data from Salesforce to personalize your email content in Klaviyo. Use dynamic fields to insert customer-specific information such as names, purchase history, and account details.

Example: Creating a Welcome Flow for New Salesforce Contacts

Create a Segment:

In Klaviyo, go to Lists & Segments.
Create a new segment for contacts imported from Salesforce with the criteria of “Added to List” in the last 1 day.

Set Up the Flow:

Navigate to the Flows section.
Create a new flow and select the trigger “Joins a List”.
Choose the segment you just created.

Design the Email:

Create a welcome email with personalized content using the dynamic fields imported from Salesforce.
Include information such as the contact’s name and any relevant details from their Salesforce record.

Activate the Flow:

Once you’re satisfied with the setup and design, activate the flow to start sending welcome emails to new Salesforce contacts.

By following these steps, you can effectively integrate Klaviyo with Salesforce, allowing you to leverage CRM data to enhance your email marketing efforts. If you need more specific guidance or have any questions, feel free to ask!