Customerly + klaviyo Integration

Integrate Customerly to klaviyo in one click, or tell Integrately AI how you want each lead handled. Create profiles, update subscribers, add users to lists, and trigger targeted email campaigns automatically.

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1.
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly Instant
  • klaviyo
    Event is created in klaviyo
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2.
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
  • klaviyo
    Add profile in klaviyo
  • klaviyo
    Subscribed profile immediately in klaviyo
  • klaviyo
    Send subscription request in klaviyo
  • klaviyo
    Create or update profile in klaviyo
  • klaviyo
    Update subscriber in klaviyo
  • klaviyo
    Add subscriber in klaviyo
  • klaviyo
    Add profile to list in klaviyo
  • klaviyo
    Search profile in klaviyo
  • klaviyo
    Search list in klaviyo

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Ready Workflows Ready Workflows for Customerly + klaviyo Integration

Capture leads, add subscribers, update profiles, segment audiences, and trigger email campaigns, all in just one click.

Most popular automationmost-popular-automations
Customerly + klaviyo Integration

Create klaviyo subscriber for new Customerly contact

If you're using Customerly to manage your sales leads, it's important to also use klaviyo to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Customerly, a corresponding subscriber will automatically be created in klaviyo.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Activate
Customerly + klaviyo Integration

Create klaviyo subscriber for new Customerly contact

If you're using Customerly to manage your sales leads, it's important to also use klaviyo to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Customerly, a corresponding subscriber will automatically be created in klaviyo.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
Activate
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Customerly + klaviyo flow

Sync your core customer and email data with e-commerce, advertising, and support tools to keep your entire business aligned. Pick a combination and activate it in one click.

Customerly
klaviyo
+
ShopifyShopify (4)
+
Meta AdsMeta Ads (4)
+
KlaviyoKlaviyo (4)
+
ZendeskZendesk (4)
+
TypeformTypeform (4)
+
Google SheetsGoogle Sheets (4)
S
C
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When a Shopify order is created, create a lead in Customerly and add a profile to klaviyo.
New Shopify orders instantly create a lead in Customerly and update your klaviyo profile so your store data stays in sync.
S
C
K
When a Shopify customer is created, create a user in Customerly and add profile to list in klaviyo.
Every new Shopify customer is automatically registered as a user in Customerly and added to your target list in klaviyo.
S
C
K
When a Shopify order is fulfilled, add a tag to user in Customerly and update subscriber in klaviyo.
Fulfilled orders automatically tag the user in Customerly and update their subscriber status in klaviyo.
S
C
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When a Shopify refund is requested, create a lead in Customerly and send subscription request in klaviyo.
Refund requests create a tracking lead in Customerly and trigger a subscription request in klaviyo.

Supported triggers and actions for Customerly and klaviyo

Mix and match to build the exact automation you need

Customerly
Customerly Triggers & Actions
Instant
Lead is created in Customerly
Triggers the automation when a new lead is created
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Instant
User is created in Customerly
Triggers the automation when a new user is created
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Instant
User is tagged in Customerly
Triggers the automation when a user is tagged
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Instant
User is unsubscribed in Customerly
Triggers the automation when a user is unsubscribed
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Instant
Lead converted to user in Customerly
Triggers the automation when a lead is successfully converted into a user
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Create user in Customerly
Generates a new user account
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Add tag to user in Customerly
Assigns a tag to a user based on particular criteria
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Create lead in Customerly
Generates new leads for potential customers
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klaviyo
klaviyo Triggers & Actions
Event is created in klaviyo
Triggers the automation when a new event is created
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Add profile in klaviyo
Adds a new profile
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Subscribed profile immediately in klaviyo
Subscribe a new profile
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Send subscription request in klaviyo
Subscribe a new profile
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Create or update profile in klaviyo
Creates or updates profile information
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Update subscriber in klaviyo
Updates a subscriber's information
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Add subscriber in klaviyo
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Add profile to list in klaviyo
Adds a new profile to a mailing list
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Search profile in klaviyo
Look up and retrieve profile information
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Search list in klaviyo
Scans and retrieves results for a particular list
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What can you automate with Customerly + klaviyo?

Streamline your e-commerce operations by connecting every customer touchpoint between Customerly and klaviyo.

What you can automate?
🔄
Sync Customerly leads into klaviyo profiles automatically
Every time a new lead is created in Customerly, a corresponding profile is generated in klaviyo. Eliminate manual data entry and ensure your email marketing database is always up to date.
📋
Capture every submitted field and custom user property
Map all available lead details and custom user tags from Customerly into precise klaviyo profile properties. Your email campaigns gain rich context for personalized messaging.
⚡
Trigger instant updates when user statuses change
When a lead converts to a user or a user is unsubscribed in Customerly, immediately reflect that change in klaviyo. Keep your subscriber lists clean and compliant effortlessly.
🔀
Route profiles based on specific user tags
Apply conditional logic to add profiles to specific klaviyo lists depending on tags applied in Customerly. Target your audience segments with laser-focused precision.
📈
Keep subscriber information synchronized continuously
Update subscriber details and profiles across both platforms in real time. Prevent discrepancies between your CRM records and email marketing tool.
🛡️
Create or update profiles without generating duplicates
Utilize intelligent upsert operations to check existing records before writing data. Maintain a clean database without cluttered duplicate entries.
⏱️
Manage subscription requests and status updates
Automate subscription requests and profile status updates based on lifecycle events in Customerly. Ensure your email consent records remain airtight.
🔌
Extend your workflow with Shopify and other tools
Connect Customerly and klaviyo with e-commerce platforms like Shopify to trigger multi-app workflows from store orders and customer creation events.
And much more...

Who is Customerly + klaviyo integration for?

Customerly and klaviyo integration empowers e-commerce teams, marketers, and support managers to automate customer data flows and eliminate manual record updates.

Performance marketers
Performance marketers
Customer success leads
Customer success leads
E-commerce agency owners
E-commerce agency owners
Sales operations managers
Sales operations managers
CRM administrators
CRM administrators
Data analysts
Data analysts
📈
Performance marketers
You're running acquisition campaigns and tracking conversions, but your email lists only update when someone manually exports contacts, so your segmentation counts are always hours behind — this integration means every new lead flows instantly into klaviyo and your audience data stays current.
⚡
Customer success leads
You need to engage new signups immediately, but user records take time to sync across your CRM and email platform, leading to delayed onboarding sequences — automating both apps means every user reaches klaviyo the second they appear in Customerly so onboarding triggers without delay.
📊
E-commerce agency owners
You manage marketing operations for clients who demand seamless data flow between their CRM and ESP, but manual imports create constant bottlenecks — connecting these apps means client lists and lead records update continuously without manual intervention.
🔄
Sales operations managers
The volume of inbound leads is too high for your team to manually map between Customerly and klaviyo, resulting in missing subscriber profiles — this integration means every lead and user converts into an updated email profile instantly.
👥
CRM administrators
You own the handoff between customer acquisition and email marketing, but disparate systems cause fragmented subscriber histories — automating both apps means every user tag and lead status change reflects in klaviyo immediately.
📋
Data analysts
You need reliable customer journey histories, but delayed data syncing leaves glaring gaps in your attribution reports — with this integration, every lead creation and profile update logs accurately across your entire stack.
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Why choose Integrately to automate Customerly + klaviyo

Build and manage your Customerly + klaviyo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Customerly + klaviyo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Customerly to klaviyo?
Frequently Asked Questions
You can connect Customerly to klaviyo in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for you. It takes just minutes to link your accounts alongside tools like Shopify, Zendesk, and Google Sheets.
Can I automatically sync Customerly leads to klaviyo profiles?
Frequently Asked Questions
Can I connect Customerly, klaviyo, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for Customerly and klaviyo?
Frequently Asked Questions
How does Customerly handle lead creation and user data syncing?
Frequently Asked Questions
Can klaviyo events trigger updates in Customerly?
Frequently Asked Questions
Do I need coding skills to automate Customerly and klaviyo?
Frequently Asked Questions
Is the Customerly and klaviyo integration free?
Frequently Asked Questions
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You Can Also Connect Customerly or klaviyo With 1500+ Other Apps

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