Holded + klaviyo Integration

Integrate Holded to klaviyo in one click, or tell Integrately AI how you want each customer profile handled. Sync customer details, add profiles to mailing lists, and update subscription preferences automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
  • klaviyo
    Event is created in klaviyo
Arrow Right
2.
  • Holded
    Create contact in Holded
  • Holded
    Search contact by email in Holded
  • Holded
    Update contact in Holded
  • Holded
    Search contact by phone in Holded
  • Holded
    Create sales invoice in Holded
  • Holded
    Create purchase invoice in Holded
  • Holded
    Create deal in Holded
  • Holded
    Create credit note in Holded
  • Holded
    Mark invoice as paid in Holded
  • Holded
    Send invoice in Holded
  • Holded
    Create sales receipt in Holded
  • Holded
    Mark credit note as paid in Holded
  • Holded
    Create quote in Holded
  • Holded
    Create sales order in Holded
  • Holded
    Create product in Holded
  • Holded
    Create event in Holded
  • Holded
    Create payment in Holded
  • Holded
    Create employee in Holded
  • 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 WorkflowsReady Workflows   for Holded + klaviyo Integration

Sync customer profiles, add contacts to mailing lists, update subscription statuses, and trigger targeted email campaigns, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Holded + klaviyo flow

Connect ecommerce tools, ad platforms, and messaging apps to extend your customer data pipeline. Pick a combination and activate it in one click.

Holded
klaviyo
+
ShopifyShopify (4)
+
StripeStripe (4)
+
Meta AdsMeta Ads (4)
+
MailchimpMailchimp (4)
+
Google Analytics 4Google Analytics 4 (4)
+
SlackSlack (4)
S
H
K
Create a klaviyo profile for every new Shopify order and record the sales invoice in Holded.
New Shopify orders immediately generate a customer profile in klaviyo and a sales invoice in Holded, eliminating manual data entry.
H
K
S
When an invoice is created in Holded, update the subscriber in klaviyo and tag the customer in Shopify.
Holded invoices update your customer status in klaviyo and apply relevant tags in Shopify automatically.
S
H
K
Use Claude to analyse Shopify order notes, create a deal in Holded, and add the buyer to klaviyo.
Claude evaluates Shopify order details to create structured Holded deals and targeted klaviyo profiles.
S
H
K
When a Shopify refund is processed, mark the invoice as paid in Holded and notify klaviyo.
Refund events in Shopify automatically update invoice records in Holded and trigger subscriber updates in klaviyo.

Supported triggers and actions for Holded and klaviyo

Mix and match to build the exact automation you need

Holded
Holded Triggers & Actions
Purchase is created in Holded
Triggers the automation when a new purchase is created
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Invoice is created in Holded
Triggers the automation when any invoice is added or modified
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Create contact in Holded
Adds a new contact to the database
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Search contact by email in Holded
Finds and retrieves contact information using their email address
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Update contact in Holded
Updates contact information with new details
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Search contact by phone in Holded
Finds information about a contact using the phone number
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Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
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Create purchase invoice in Holded
Generates a purchase invoice for a sales transaction
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Create deal in Holded
Generates a new deal with
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Create credit note in Holded
Generates a credit note for returned items
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Mark invoice as paid in Holded
Updates invoice status to paid
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Send invoice in Holded
Generates and send invoices to clients
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Create sales receipt in Holded
Generates and send sales receipts to customers
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Mark credit note as paid in Holded
Updates credit note status to paid when payment is received
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Create quote in Holded
Generates a new quote with pre-filled information
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Create sales order in Holded
Generates a new sales order with pre-filled details
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Create product in Holded
Generates and launch new products
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Create event in Holded
Adds a new contact to the contact list
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Create payment in Holded
Generates and process a payment transaction
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Create employee in Holded
Adds a new contact to the contact list
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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 Holded + klaviyo?

Streamline your billing operations and email marketing with powerful automated workflows designed for growing businesses.

What you can automate?
🔄
Sync customer profiles from invoices
Automatically create or update klaviyo profiles whenever a new invoice is created in Holded, ensuring your marketing lists always reflect your latest buyers.
📋
Capture every submitted invoice field
Map all available Holded invoice and purchase line items into corresponding klaviyo profile attributes instead of basic names and emails alone.
🔔
Alert your team instantly on Slack
Send real-time notifications to your finance or sales channels whenever a Holded purchase or klaviyo subscription update occurs.
🔀
Route subscribers based on purchase tier
Add high-value buyers to VIP mailing lists in klaviyo while routing standard purchasers to general retention campaigns automatically.
🔄
Keep subscriber statuses updated
Automatically update customer subscription preferences and profile attributes in klaviyo when billing statuses change in Holded.
👥
Create or update profiles without duplicates
Search existing database records before adding new entries to prevent duplicate customer profiles across your marketing and billing tools.
💳
Handle paid invoices and refunds
Trigger automated follow-up sequences in klaviyo the moment an invoice is marked as paid or a credit note is settled in Holded.
🌐
Extend workflows to Shopify or Stripe
Connect ecommerce platforms like Shopify or Stripe alongside Holded and klaviyo to build comprehensive end-to-end revenue pipelines.
And much more...

Who is Holded + klaviyo integration for?

Ecommerce founders, finance managers, and marketing teams streamline billing data and subscriber lists to eliminate manual data entry and scale email campaigns faster.

Finance managers
Finance managers
Customer support leads
Customer support leads
Agency account managers
Agency account managers
Ecommerce store owners
Ecommerce store owners
Sales representatives
Sales representatives
Operations directors
Operations directors
📈
Finance managers
You're reviewing revenue reports every week but your billing records only update when someone manually exports data, so the financial summaries you're presenting against are always a few hours behind — this integration means every new invoice lands in your system instantly and your numbers stay current.
Customer support leads
You need to answer billing inquiries quickly, but you find out about failed payments too late because customer accounts and invoices are disconnected — this integration means every purchase event updates customer profiles instantly and your support team can resolve issues without delay.
📊
Agency account managers
You answer to clients who want to see real-time subscriber growth and revenue metrics, but compiling reports by hand takes hours every Monday — automating both apps means revenue data and mailing lists sync continuously and client reports generate themselves.
🛒
Ecommerce store owners
The volume of orders and customer sign-ups is too high for anyone to keep up by hand, leading to missed follow-ups and unsegmented email lists — this integration means every transaction updates your marketing segments automatically and your audience engagement scales effortlessly.
🤝
Sales representatives
You own the outreach step and depend on billing staff to hand over new client details before you can start onboarding, causing frustrating delays — automating both apps means new customer profiles appear in your pipeline the moment an invoice is generated.
🗂️
Operations directors
You need a reliable transaction history across your entire stack, but you keep finding gaps between your invoicing tool and email platform — this integration means every record matches perfectly and your operational audit trail remains unbroken.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Holded + klaviyo

Build and manage your Holded + 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 Holded + 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
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Frequently Asked Questions

How do I connect Holded to klaviyo?
Frequently Asked Questions
You can connect Holded to klaviyo in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your favorite apps.
Can I automatically sync customer profiles between Holded and klaviyo?
Frequently Asked Questions
Can I connect Holded, klaviyo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and klaviyo?
Frequently Asked Questions
How does Holded handle invoice and purchase data here?
Frequently Asked Questions
How does klaviyo manage subscriber profile updates?
Frequently Asked Questions
Do I need coding skills to automate Holded and klaviyo?
Frequently Asked Questions
Is the Holded and klaviyo integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Holded or klaviyo With 1500+ Other Apps

Holded
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klaviyo
Popular klaviyo Integrations
Sync klaviyo with customer support, survey, and webinar platforms to capture richer subscriber data and drive engagement.
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