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How to connect Klaviyo and Zendesk Sell
Create a New Scenario to Connect Klaviyo and Zendesk Sell
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 Zendesk Sell will be your first step. To do this, click "Choose an app," find Klaviyo or Zendesk Sell, 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 Zendesk Sell Node
Next, click the plus (+) icon on the Klaviyo node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
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Authenticate Zendesk Sell
Now, click the Zendesk Sell node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zendesk Sell settings. Authentication allows you to use Zendesk Sell through Latenode.
Configure the Klaviyo and Zendesk Sell 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 Zendesk Sell 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, Zendesk Sell, 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 Zendesk Sell integration works as expected. Depending on your setup, data should flow between Klaviyo and Zendesk Sell (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 Zendesk Sell
Klaviyo + Google Sheets + Zendesk Sell: When a new campaign is created in Klaviyo, its details are added to a Google Sheet. When a profile is created in Klaviyo, find that profile in Zendesk Sell and update the lead.
Zendesk Sell + Klaviyo + Slack: When a deal is updated in Zendesk Sell, add the associated contact to a specific list in Klaviyo and send a notification in Slack to the sales team about the deal update.
Klaviyo and Zendesk Sell 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 Zendesk Sell
Sync Zendesk Sell with Latenode to automate sales tasks. Create visual workflows to update deals, manage contacts, and trigger actions based on sales activity. Enhance your CRM data with enrichment tools, route leads intelligently, and automate follow-ups — all in a scalable, low-code environment.
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FAQ Klaviyo and Zendesk Sell
How can I connect my Klaviyo account to Zendesk Sell using Latenode?
To connect your Klaviyo account to Zendesk Sell 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 Zendesk Sell accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger email sequences based on new deals in Zendesk Sell?
Yes, you can! Latenode lets you instantly trigger tailored Klaviyo email campaigns based on Zendesk Sell deal stages. This keeps leads engaged with personalized, timely messaging, boosting conversion rates.
What types of tasks can I perform by integrating Klaviyo with Zendesk Sell?
Integrating Klaviyo with Zendesk Sell allows you to perform various tasks, including:
- Create Klaviyo profiles for new Zendesk Sell leads automatically.
- Update Klaviyo profiles when deal stages change in Zendesk Sell.
- Trigger personalized email flows based on Zendesk Sell deal value.
- Add new Zendesk Sell contacts to Klaviyo email lists.
- Send internal notifications for high-value Zendesk Sell deals.
How secure is my Klaviyo data when using Latenode?
Latenode employs robust security measures, including encryption and access controls, to ensure the safety and privacy of your Klaviyo data.
Are there any limitations to the Klaviyo and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require additional setup.
- Complex data transformations might need custom JavaScript code.
- Rate limits imposed by Klaviyo and Zendesk Sell still apply.
