Integrating Klaviyo with Monday.com can streamline your workflows and enhance your marketing automation by synchronizing data between these two powerful platforms. While there isn’t a direct native integration between Klaviyo and Monday.com, you can achieve this connection through third-party tools like Zapier or Integromat. 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 Monday.com:
- Ensure you have administrative access to your Monday.com account.
Step 2: Set Up API Access in Monday.com
- Generate an API Token in Monday.com:
- Navigate to your Monday.com account.
- Click on your profile picture in the bottom left corner and select “Admin.”
- Go to the “API” section and generate a new API token.
- Copy the API token for use in the next steps.
Step 3: Use Zapier to Connect Klaviyo and Monday.com
- 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 Monday.com to Zapier
- Choose Monday.com as the Action App:
- In Zapier, search for and select Monday.com as the action app.
- Choose the action event, such as “Create Item” or “Update Item.”
- Connect Your Monday.com Account:
- You will be prompted to enter your Monday.com API token (obtained in Step 2).
- Follow the prompts to connect your Monday.com account.
- Set Up the Action:
- Configure the action by specifying how the data from Klaviyo should be mapped to Monday.com. For example, you might map subscriber information to create a new item or update an existing item in a specific board in Monday.com.
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 an item in Monday.com.
- 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.
- Leverage Automation:
- Use the automation capabilities of both Klaviyo and Monday.com to streamline processes and improve efficiency.
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 Monday.com as the apps.
- Connect Your Accounts:
- Follow the prompts to connect your Klaviyo and Monday.com accounts.
- Set Up the Scenario:
- Define the triggers and actions for the scenario, mapping data between Klaviyo and Monday.com 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 Monday.com using Zapier or Integromat, enabling better synchronization of customer data and enhancing your workflow automation.
