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How to connect Klaviyo and OpenPhone
Create a New Scenario to Connect Klaviyo and OpenPhone
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 OpenPhone will be your first step. To do this, click "Choose an app," find Klaviyo or OpenPhone, 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 OpenPhone Node
Next, click the plus (+) icon on the Klaviyo node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
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Authenticate OpenPhone
Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.
Configure the Klaviyo and OpenPhone 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 OpenPhone 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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OpenPhone
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Klaviyo, OpenPhone, 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 OpenPhone integration works as expected. Depending on your setup, data should flow between Klaviyo and OpenPhone (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 OpenPhone
Shopify + Klaviyo + OpenPhone: When a new order is created in Shopify, but the customer hasn't paid for it (New Draft Order), add the customer's profile to a Klaviyo list. Then, send a text message via OpenPhone with a discount code to encourage them to complete the purchase.
OpenPhone + Klaviyo + Zendesk: When negative sentiment is detected in OpenPhone call summaries, create a Zendesk ticket and add the contact's information to Klaviyo for follow-up emails.
Klaviyo and OpenPhone 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 OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
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FAQ Klaviyo and OpenPhone
How can I connect my Klaviyo account to OpenPhone using Latenode?
To connect your Klaviyo account to OpenPhone 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 OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger SMS sends from Klaviyo events?
Yes, you can! Latenode enables you to trigger OpenPhone SMS messages based on Klaviyo events, like list joins, boosting engagement with personalized follow-ups and offers.
What types of tasks can I perform by integrating Klaviyo with OpenPhone?
Integrating Klaviyo with OpenPhone allows you to perform various tasks, including:
- Send SMS confirmations for new Klaviyo subscribers via OpenPhone.
- Create OpenPhone contacts from new Klaviyo list members.
- Trigger Klaviyo email campaigns upon receiving an OpenPhone SMS.
- Update Klaviyo profiles based on OpenPhone call activity.
- Send automated OpenPhone replies based on Klaviyo segment updates.
How secure is my Klaviyo data when using Latenode for integration?
Latenode employs robust security measures, including encryption and access controls, ensuring your Klaviyo data remains secure during integration.
Are there any limitations to the Klaviyo and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time syncing depends on the API rate limits of Klaviyo and OpenPhone.
- Historical data migration might need manual configuration.
