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How to connect CloudTalk and Klaviyo
Create a New Scenario to Connect CloudTalk 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 CloudTalk, triggered by another scenario, or executed manually (for testing purposes). In most cases, CloudTalk or Klaviyo will be your first step. To do this, click "Choose an app," find CloudTalk or Klaviyo, and select the appropriate trigger to start the scenario.
Add the CloudTalk Node
Select the CloudTalk node from the app selection panel on the right.
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Configure the CloudTalk
Click on the CloudTalk node to configure it. You can modify the CloudTalk 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 CloudTalk 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 CloudTalk 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 CloudTalk 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring CloudTalk, 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 CloudTalk and Klaviyo integration works as expected. Depending on your setup, data should flow between CloudTalk 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 CloudTalk and Klaviyo
CloudTalk + ClickUp: When a call is missed in CloudTalk, a new task is created in ClickUp to ensure timely follow-up.
Klaviyo + CloudTalk + Google Sheets: When a new profile is created in Klaviyo, a new contact is created in CloudTalk, and the contact's information is added to a Google Sheet.
CloudTalk and Klaviyo integration alternatives
About CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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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 CloudTalk and Klaviyo
How can I connect my CloudTalk account to Klaviyo using Latenode?
To connect your CloudTalk account to Klaviyo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select CloudTalk and click on "Connect".
- Authenticate your CloudTalk and Klaviyo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Klaviyo emails from new CloudTalk call recordings?
Yes, you can! Latenode lets you trigger Klaviyo emails based on new CloudTalk call recordings, enhancing customer engagement by delivering targeted content using advanced workflow logic.
What types of tasks can I perform by integrating CloudTalk with Klaviyo?
Integrating CloudTalk with Klaviyo allows you to perform various tasks, including:
- Adding new CloudTalk contacts to Klaviyo lists.
- Triggering Klaviyo email sequences based on call outcomes.
- Updating Klaviyo contact properties with CloudTalk data.
- Segmenting Klaviyo audiences based on CloudTalk call history.
- Sending SMS via Klaviyo after specific CloudTalk call events.
Can I use JavaScript to customize CloudTalk data sent to Klaviyo?
Yes! Latenode allows you to use JavaScript to transform CloudTalk data before sending it to Klaviyo, offering unmatched flexibility in data mapping.
Are there any limitations to the CloudTalk and Klaviyo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical CloudTalk data migration requires custom workflow design.
- Complex data transformations may require JavaScript knowledge.
- Real-time updates depend on the API rate limits of both services.
