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How to connect Klaviyo and Close CRM
Create a New Scenario to Connect Klaviyo and Close CRM
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 Klaviyo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Klaviyo or Close CRM will be your first step. To do this, click "Choose an app," find Klaviyo or Close CRM, and select the appropriate trigger to start the scenario.
Add the Klaviyo Node
Select the Klaviyo node from the app selection panel on the right.
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Add the Close CRM Node
Next, click the plus (+) icon on the Klaviyo node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
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Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Klaviyo and Close CRM 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 Klaviyo and Close CRM 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 Klaviyo, Close CRM, 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 Klaviyo and Close CRM integration works as expected. Depending on your setup, data should flow between Klaviyo and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Klaviyo and Close CRM
Klaviyo + Shopify + Close CRM: When a new customer is created in Shopify, if they are also a new profile in Klaviyo, a new lead is created in Close CRM.
Close CRM + Calendly + Klaviyo: When a new Calendly invitee is created, search for the corresponding lead in Close CRM, and then add the lead's profile to a specific list in Klaviyo.
Klaviyo and Close CRM integration alternatives
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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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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See how Latenode works
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FAQ Klaviyo and Close CRM
How can I connect my Klaviyo account to Close CRM using Latenode?
To connect your Klaviyo account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Klaviyo and click on "Connect".
- Authenticate your Klaviyo and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Klaviyo email opens to Close CRM leads?
Yes, you can! Latenode's visual editor simplifies data syncing, ensuring your Close CRM leads are always up-to-date with Klaviyo email activity, enabling targeted follow-ups.
What types of tasks can I perform by integrating Klaviyo with Close CRM?
Integrating Klaviyo with Close CRM allows you to perform various tasks, including:
- Create Close CRM leads from new Klaviyo subscribers.
- Update Close CRM lead statuses based on Klaviyo email engagement.
- Add Klaviyo subscribers when new leads are created in Close CRM.
- Trigger Klaviyo email campaigns from Close CRM lead stage changes.
- Enrich lead data in Close CRM with Klaviyo profile information.
Can I use custom fields from Klaviyo in Close CRM workflows?
Yes! Latenode supports custom field mapping, allowing you to leverage unique Klaviyo data within your Close CRM automations for personalized experiences.
Are there any limitations to the Klaviyo and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript code.
- Rate limits of Klaviyo and Close CRM APIs may impact high-volume workflows.
- Historical data synchronization might require custom implementation.
