Integrating Klaviyo with Airtable allows you to synchronize data between the two platforms, enabling you to leverage Airtable’s organizational capabilities and Klaviyo’s marketing automation tools effectively. While there isn’t a direct native integration between Klaviyo and Airtable, you can use third-party tools like Zapier or Integromat (Make) to connect them. Here’s a step-by-step guide to help you set this up:
Step 1: Prepare Your Accounts
- Log in to Klaviyo:
- Ensure you have administrative access to your Klaviyo account.
- Log in to Airtable:
- Ensure you have administrative access to your Airtable account.
Step 2: Set Up API Access in Airtable
- Generate an API Key in Airtable:
- Navigate to your Airtable account.
- Click on your profile picture in the top right corner and select “Account.”
- In the API section, generate an API key and copy it for use in the next steps.
Step 3: Use Zapier to Connect Klaviyo and Airtable
- Sign Up for Zapier:
- If you don’t already have a Zapier account, sign up at zapier.com.
- Create a New Zap:
- Once logged in, click on “Make a Zap” to create a new Zap (automation workflow).
Step 4: Connect Klaviyo to Zapier
- Choose Klaviyo as the Trigger App:
- In Zapier, search for and select Klaviyo as the trigger app.
- Select the trigger event that will start your Zap, such as “New Event” or “New Subscriber.”
- Connect Your Klaviyo Account:
- Follow the prompts to connect your Klaviyo account to Zapier.
- You may need to log in to Klaviyo and authorize the connection.
- Set Up the Trigger:
- Configure the trigger by selecting the specific list, segment, or event in Klaviyo that will trigger the Zap.
Step 5: Connect Airtable to Zapier
- Choose Airtable as the Action App:
- In Zapier, search for and select Airtable as the action app.
- Choose the action event, such as “Create Record” or “Update Record.”
- Connect Your Airtable Account:
- You will be prompted to enter your Airtable API key (obtained in Step 2).
- Follow the prompts to connect your Airtable account.
- Set Up the Action:
- Configure the action by specifying how the data from Klaviyo should be mapped to Airtable. For example, you might map subscriber information to create a new record in a specific Airtable base and table.
Step 6: Test and Activate Your Zap
- Test the Zap:
- Run a test to ensure the connection works correctly. Zapier will trigger the event in Klaviyo and create or update a record in Airtable.
- Activate the Zap:
- Once you’ve confirmed that everything works as expected, turn on your Zap to start automating the process.
Additional Tips
- Create Multiple Zaps for Different Workflows:
- Set up additional Zaps to automate different aspects of your workflow, such as tracking email campaign performance or managing customer data.
- Monitor and Optimize:
- Regularly monitor the performance of your integration.
- Use analytics to track engagement and optimize your marketing strategies.
- Ensure Data Compliance:
- Make sure your data handling practices comply with relevant regulations and best practices.
Advanced Integration with Integromat (Make)
If you require more complex integrations, consider using Integromat (Make):
- Sign Up for Integromat:
- If you don’t already have an Integromat account, sign up at integromat.com.
- Create a New Scenario:
- In Integromat, create a new scenario and add Klaviyo and Airtable as the apps.
- Connect Your Accounts:
- Follow the prompts to connect your Klaviyo and Airtable accounts.
- Set Up the Scenario:
- Define the triggers and actions for the scenario, mapping data between Klaviyo and Airtable as needed.
- Test and Activate the Scenario:
- Run tests to ensure everything works correctly, then activate the scenario to start automation.
By following these steps, you can effectively integrate Klaviyo with Airtable using Zapier or Integromat, enabling better synchronization of customer data and enhancing your workflow automation.