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How to connect Close CRM and Klaviyo
Create a New Scenario to Connect Close CRM and Klaviyo
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Klaviyo will be your first step. To do this, click "Choose an app," find Close CRM or Klaviyo, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
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Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Klaviyo Node
Next, click the plus (+) icon on the Close CRM node, select Klaviyo from the list of available apps, and choose the action you need from the list of nodes within Klaviyo.
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Authenticate Klaviyo
Now, click the Klaviyo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Klaviyo settings. Authentication allows you to use Klaviyo through Latenode.
Configure the Close CRM and Klaviyo Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Close CRM and Klaviyo Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Klaviyo
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Klaviyo, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Close CRM and Klaviyo integration works as expected. Depending on your setup, data should flow between Close CRM and Klaviyo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Close CRM and Klaviyo
Close CRM + Calendly + Klaviyo: When a new lead is created in Close CRM, schedule a follow-up call in Calendly. Then, update the lead's details in Klaviyo to personalize marketing efforts.
Shopify + Close CRM + Klaviyo: When a new paid order is placed in Shopify, update the corresponding customer's deal stage in Close CRM. Then, add the customer to a specific Klaviyo segment based on their purchase.
Close CRM and Klaviyo integration alternatives
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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About Klaviyo
Use Klaviyo in Latenode to automate email marketing based on real-time triggers. Sync customer data, personalize campaigns, and track results within automated workflows. Connect Klaviyo to other apps like CRMs or payment gateways. Run automations without per-step cost limits, scale email personalization, and use AI to improve campaign targeting.
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FAQ Close CRM and Klaviyo
How can I connect my Close CRM account to Klaviyo using Latenode?
To connect your Close CRM account to Klaviyo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and Klaviyo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Klaviyo emails based on Close CRM opportunity status?
Yes, you can! Latenode allows you to trigger personalized email campaigns in Klaviyo when an opportunity changes status in Close CRM, enhancing customer engagement automatically.
What types of tasks can I perform by integrating Close CRM with Klaviyo?
Integrating Close CRM with Klaviyo allows you to perform various tasks, including:
- Automatically adding new Close CRM leads to a Klaviyo mailing list.
- Updating Klaviyo contact properties based on Close CRM deal information.
- Sending targeted email sequences after a deal closes in Close CRM.
- Creating Close CRM tasks when a user clicks a link in a Klaviyo email.
- Segmenting Klaviyo lists based on Close CRM contact activity and attributes.
How do I handle custom fields from Close CRM within Latenode?
Latenode's flexible data mapping allows you to easily access and use custom fields from Close CRM to personalize Klaviyo communications.
Are there any limitations to the Close CRM and Klaviyo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual configuration for large datasets.
- Complex workflow logic may require JavaScript code blocks for advanced customization.
- Rate limits of Close CRM and Klaviyo APIs apply to high-volume data transfers.
