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How to connect Klaviyo and CloudTalk
Create a New Scenario to Connect Klaviyo and CloudTalk
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 CloudTalk will be your first step. To do this, click "Choose an app," find Klaviyo or CloudTalk, 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 CloudTalk Node
Next, click the plus (+) icon on the Klaviyo node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
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Authenticate CloudTalk
Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.
Configure the Klaviyo and CloudTalk 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 CloudTalk 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, CloudTalk, 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 CloudTalk integration works as expected. Depending on your setup, data should flow between Klaviyo and CloudTalk (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 CloudTalk
Klaviyo + Shopify + CloudTalk: When a profile is added to a specific segment in Klaviyo (e.g., abandoned cart), find the corresponding customer in Shopify and then use CloudTalk to send them an SMS offering a discount.
CloudTalk + Klaviyo + Zendesk: When a new call ends in CloudTalk, update the customer's profile in Klaviyo with call details and then create a support ticket in Zendesk summarizing the call's outcome.
Klaviyo and CloudTalk 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 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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FAQ Klaviyo and CloudTalk
How can I connect my Klaviyo account to CloudTalk using Latenode?
To connect your Klaviyo account to CloudTalk 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 CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Klaviyo emails from CloudTalk call events?
Yes, you can! Latenode allows you to trigger personalized Klaviyo emails based on CloudTalk call outcomes, ensuring timely follow-ups. Leverage AI-powered insights for highly relevant messaging.
What types of tasks can I perform by integrating Klaviyo with CloudTalk?
Integrating Klaviyo with CloudTalk allows you to perform various tasks, including:
- Add new CloudTalk callers as subscribers in Klaviyo lists.
- Update Klaviyo profiles with data captured during CloudTalk calls.
- Trigger Klaviyo SMS messages based on CloudTalk call dispositions.
- Segment Klaviyo lists based on CloudTalk call history data.
- Create Klaviyo segments using AI analysis of CloudTalk call transcripts.
CanIaddcustomfieldmappingsbetweenKlaviyoandCloudTalkonLatenode?
Yes! Latenode supports custom field mappings between Klaviyo and CloudTalk,enabling granular control over data synchronization. Use JavaScript for advanced transformations.
Are there any limitations to the Klaviyo and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Very high call volumes might require optimization for peak performance.
- Real-time sync depends on the API limits of both Klaviyo and CloudTalk.
