Integrating Klaviyo with Pipedrive can streamline your marketing and sales processes by ensuring your customer data is synced across both platforms. Here’s how you can set up the integration using a middleware service like Zapier or by using Pipedrive’s API.
Method 1: Using Zapier
- Sign Up for Zapier: If you don’t have an account, sign up for one.
- Create a New Zap:
- Click on “Create Zap” in your Zapier dashboard.
- Set Up Pipedrive as the Trigger:
- Choose Pipedrive as the trigger app.
- Select a trigger event (e.g., “New Person,” “Updated Person,” “New Deal”).
- Connect your Pipedrive account by entering your API key or following the authorization prompts.
- Set Up Klaviyo as the Action:
- Choose Klaviyo as the action app.
- Select an action event (e.g., “Add Subscriber,” “Update Subscriber”).
- Connect your Klaviyo account by entering your API key.
- Map the Fields:
- Map the fields from Pipedrive to Klaviyo. For example, map the contact’s email address, name, and any other relevant data.
- Ensure all required fields are mapped correctly.
- Test the Zap:
- Test the Zap to make sure the data flows correctly from Pipedrive to Klaviyo.
- Zapier will prompt you to send a test contact to Klaviyo to verify the integration.
- Turn on the Zap:
- Once the test is successful, turn on the Zap to start syncing data automatically.
Method 2: Using Pipedrive API and Klaviyo API
- Obtain API Credentials:
- Get API credentials for both Pipedrive and Klaviyo.
- Set Up a Server or Middleware:
- Set up a server or use a cloud function service like AWS Lambda, Google Cloud Functions, or Azure Functions to handle the data transfer.
- Write the Integration Code:
- Use a programming language like Python, Node.js, or any language you’re comfortable with to write the integration script.
- Use the Pipedrive API to fetch data from Pipedrive.
- Use the Klaviyo API to send data to Klaviyo.
Example in Python:
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import requests # Pipedrive API credentials and endpoint pipedrive_api_url = 'https://api.pipedrive.com/v1/persons' pipedrive_api_token = 'your_pipedrive_api_token' # Klaviyo API credentials and endpoint klaviyo_api_url = 'https://a.klaviyo.com/api/v2/list/YOUR_LIST_ID/members' klaviyo_api_key = 'your_klaviyo_api_key' # Fetch contacts from Pipedrive response = requests.get(pipedrive_api_url, params={'api_token': pipedrive_api_token}) contacts = response.json()['data'] # Send contacts to Klaviyo for contact in contacts: klaviyo_payload = { 'api_key': klaviyo_api_key, 'profiles': [ { 'email': contact['email'][0]['value'], 'first_name': contact['name'] } ] } klaviyo_response = requests.post(klaviyo_api_url, json=klaviyo_payload) print(klaviyo_response.status_code, klaviyo_response.json()) |
- Schedule the Script:
- Schedule your script to run at regular intervals (e.g., using cron jobs, AWS CloudWatch Events, or another scheduling tool).
- Monitor and Maintain:
- Monitor the integration to ensure data is syncing correctly.
- Handle errors and exceptions appropriately in your code to avoid data loss or duplication.
Example Integration Flow
- Set Up Pipedrive Webhook (Optional):
- If you want real-time syncing, set up a webhook in Pipedrive to trigger your integration script whenever a new contact is added or updated.
- Go to Settings > Tools and Integrations > Webhooks in Pipedrive.
- Add a new webhook with the appropriate event (e.g., “Person added” or “Person updated”) and URL of your server endpoint.
- Custom Middleware:
- Your middleware can be a simple REST API that listens for Pipedrive webhook events, processes the data, and then sends it to Klaviyo using the Klaviyo API.
By following these methods, you can effectively integrate Klaviyo with Pipedrive, ensuring seamless data synchronization and better alignment between your sales and marketing efforts.
